Smart Snapshot: Update Pipelines Without Losing Existing Stages
S
Sabik Tawsif
Currently, when updating a snapshot from the agency account, any changes made to pipelines such as adding, removing, or renaming stages are not reflected in sub-accounts where the pipeline already exists. Once a pipeline has been created through a snapshot, subsequent updates completely skip it, meaning that even newly added stages or modifications in the agency snapshot are ignored.
This limitation makes it difficult to manage and iterate on pipelines efficiently, especially for agencies that need to maintain consistency across multiple client accounts. It would be extremely helpful if snapshot updates could either
(a) refresh existing pipelines by overriding them entirely, or
(b) allow stage-level synchronization, enabling specific updates (like adding or modifying stages) without affecting existing deal data.
Implementing this enhancement would greatly improve workflow flexibility and version control for agencies managing multiple accounts through snapshots.
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