Global Smart List in Snapshots
under review
j
joshua@xrev.co
Include smart lists in snapshots so customers have the ease of pre-customized lists to see their leads in different segments.
HIGHLVL-I-2111
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H
Harsh Chhabra
Merged in a post:
Make Smartlists Part of Account Snapshots
b
brentsextonrealtor@gmail.com
Instead of having to manually duplicate smartlists from 1 subaccount to another, make it saveable to an account snapshot. big time saver.
HIGHLVL-I-3324
S
Steven Stein
Same idea has over 200 votes here. - https://ideas.gohighlevel.com/snapshots/p/global-smart-list-in-snapshots
S
Steven Stein
YES, YES, YES....all my subaccounts need the same lists
H
Harsh Chhabra
Merged in a post:
➕ Add "Smart Lists" to the SnapShot Cloning Process for New Accounts
M
Michael Makabi
We use a lot of various Smart Lists to filter between leads (over 20+). We would like to be able to offer our Smart Lists to new accounts without needed to manually perform this work. Any way you guys can add these asepect to the SnapShot clonning proceess.?
HIGHLVL-I-2577
M
Marinus Hvelplund
Agree!!
A
Andrew Madsen
Leaving an upvote for this - we create a SmartList manually for every new customer - would be great to set those parameters in the snapshot.
R
Rashid Huseyn
This is one of those small things that would really help with setup process for new sub-accounts and significantly reduce the overheads with onboarding new clients
K
Katrina Schold
I agree - we have hundreds of subaccounts so this enhancement would make a huge difference.
T
Tanner Blais
How is this still not an option in snapshots! Crazy!
H
Houtan Hormozian
Allow the smart-list (contacts only) to be shared with any user of the sub-account individually or globally.
Not all users need to have access to all lists.
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