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Demo: Lone Star Trades /
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Live demo. Every business, inbox and number here is invented, and nothing you do sends anything. Click anything; it resets on its own.

Snapshots

Save this workspace’s setup and load it into another client in one step: pipelines, custom fields, saved lists, team hours, calendars, workflows, forms, flows and review wording. Never contacts, deals, bookings, messages, reviews, keys or links: those belong to one client only.

Save this workspace’s setup

Right now: 2 pipelines, 3 custom fields, 3 saved lists, 3 team members, 4 calendars, 6 workflows, 3 forms.

Saving the same name again keeps the old one and numbers the new one v2, v3…

Load a snapshot into this workspace

You see exactly what will be added before anything changes.

Saved snapshots

Each is a fixed copy of the setup at that moment. Loading one never changes or removes anything already in a workspace.

None yet. Set up one client the way you like it, then save it here.

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