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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A
Andrew M
Harsh Chhabra we would only want the SmartList and it's set parameters to be included in a Snapshot - not the Contacts.
For example, as the agency if we create a Smartlist in our master sub-account/snapshot that is filtering for Contacts who have the "Lead" Tag, then that Smartlist and its parameters would be able to be deployed to the child sub-accounts.
Would be phenomenal if this is possible!
K
Kyle Lamoreaux
This is very simple functionality and all of the pieces are in place already. I'm discouraged to see how old this suggestion is. Our team just signed up for GHL and spent time working to migrate, but this is truly a dealbreaker. Even api access to the /smartlists endpoint would be acceptable.
R
Rashid Huseyn
Ideally this would also work for the opportunity smart lists, as well as all other smart lists available in GHL
L
Lisa Catto
yes yes yes
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
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