Introducing the New Sub-Accounts Management Experience

We're excited to introduce a completely redesigned Sub-Accounts List experience, built to help Agency Owners manage their growing client portfolios with greater speed, visibility, and control.
As agencies scale, managing hundreds—or even thousands—of Sub-Accounts requires more than a simple list. Agency Owners need a centralized workspace that helps them quickly understand what's happening across their accounts, identify opportunities and issues, and take action efficiently.
That's exactly what the new experience delivers.
A New View for Sub-Account Management
The new Accounts tab is now the primary destination for managing Sub-Accounts.
Inspired by the HighRise experience, we've transformed the traditional Sub-Accounts view into a structured, tabular workspace centered around Smartlists. This new layout makes it easier to navigate large account portfolios, compare information across accounts, and stay focused on the accounts that matter most.
Instead of scrolling through individual account cards, Agency Owners can now view and manage their entire portfolio through a streamlined, information-rich interface designed for scale.
Built for Visibility at Scale
As agencies grow, finding the right account at the right time becomes increasingly challenging.
The new experience provides a clearer, more organized view of Sub-Account data, helping Agency Owners:
Quickly locate accounts that require attention
Compare accounts more effectively
Surface operational insights faster
Organize accounts into meaningful segments
Spend less time searching and more time acting
The result is a management experience that feels significantly faster and more intuitive, especially for agencies managing large numbers of clients.
Smartlists at the Center of Your Workflow
Smartlists now play a central role in how Agency Owners organize and interact with their accounts.
Rather than repeatedly searching or filtering through large account lists, agencies can create focused views that align with their workflows, teams, and business objectives.
This makes it easier to monitor specific account segments, identify trends, and maintain visibility across the entire customer base.
Designed for Operational Efficiency
The new Accounts experience brings together visibility, organization, and action into a single workspace.
Whether you're reviewing account performance, monitoring onboarding progress, managing agency-owned accounts, or performing operational updates, the redesigned interface reduces friction and creates a more efficient workflow.
Every aspect of the experience has been optimized to help Agency Owners work more effectively as their businesses scale.
Why This Matters
This release represents more than a visual redesign—it's a foundational improvement to how agencies manage their Sub-Accounts.
By moving to a modern tabular experience powered by Smartlists, we're making it easier to:
Manage larger account portfolios with confidence
Improve operational efficiency across teams
Surface important account insights faster
Create more scalable account management workflows
Reduce the time required to find and act on information
We make Sub-Accounts management smarter, faster, and more scalable for every growing agency.