Custom Object, Company Smart Lists Supported in Snapshots

TL;DR

Custom Object Smart Lists and Company Smart Lists are now supported in Account Snapshots. This is a minor update for agencies using these features.

Who this affects

This primarily affects agency owners and SaaS entrepreneurs who build out sub-accounts using snapshots. Agencies that leverage Custom Objects and Company records extensively in their client setups will find this useful for templating. HighLevel has not confirmed specific plan levels or user roles affected.

What changed

Custom Object Smart Lists are now supported in Account Snapshots. Company Smart Lists are now supported in Account Snapshots. This means these types of smart lists can be included when creating or updating an Account Snapshot. HighLevel has not confirmed any limits, plan gating, or the rollout status of this feature.

Where to find it

HighLevel has not published the exact navigation path for this update. Users will likely encounter this change when creating or managing Account Snapshots in their agency account. Specifically, when selecting components to include in a snapshot, Custom Object Smart Lists and Company Smart Lists should now appear as selectable options.

How agencies will use this

Agencies can now standardize how they manage companies and custom objects across client accounts. For example, an agency specializing in real estate could create a Custom Object for 'Properties' and a Smart List that filters 'Properties' that are 'Active Listings' in a specific price range. This Smart List, along with a 'Company Smart List' for 'High-Value Leads,' can now be saved within an Account Snapshot. When onboarding a new real estate client, the agency simply loads this snapshot into their new sub-account. The smart lists, including their logic, are instantly present. This saves manual setup time and ensures consistency in how client data is organized and segmented from day one, without needing to recreate the same filter criteria for every new sub-account. This allows for quicker client deployment and consistent reporting frameworks.

Our take

This is a standard update, not a major shift. While helpful for agencies that consistently use Custom Objects and Company records with smart lists, it is a quality-of-life improvement rather than a groundbreaking new capability. It makes snapshot creation more comprehensive but will not impact all agencies equally. It is minor and unlikely to require immediate action for most.