Snapshots Now Support Opportunity Smart Lists & Smart Tags

TL;DR

Opportunity Smart Lists and Smart Tags can now be included in Snapshots. This means their configurations, including filters and sorting, can be deployed to subaccounts. Agency owners managing multiple subaccounts with customized sales processes should review this update.

Who this affects

This directly affects Go HighLevel agency owners and SaaS entrepreneurs who use Snapshots to deploy consistent configurations to multiple subaccounts. Specifically, those who rely on Opportunity Smart Lists and Smart Tags for managing their sales pipelines will find this beneficial. Agencies that do not use Snapshots or do not heavily customize Opportunity views will find this update less impactful.

What changed

Snapshots now support Opportunity Smart Lists and Smart Tags. These assets are now selectable when creating or pushing a Snapshot. The full configuration of Smart Lists carries over, including defined filters, sort orders, manage-fields setup, whether it's a list or board type view, and pipeline visibility settings. Smart Tags will also transfer with their assigned color coding and linked pipeline. HighLevel has included conflict handling to prevent duplicate assets when pushing to a subaccount that already has existing Smart Lists or Smart Tags. It is important to note that Smart Lists and Smart Tags are dependent on Pipelines; therefore, any related pipelines must also be included in the same Snapshot push for these assets to function correctly.

Where to find it

HighLevel has not confirmed the exact location for this new functionality. Based on the update, this capability will likely be found within the existing Snapshots creation and push interface. Users should look for new options to select Opportunity Smart Lists and Smart Tags when configuring a Snapshot under the 'Opportunities' section of selectable assets.

How agencies will use this

An agency owner can now standardize their sales pipeline views across all client subaccounts. For instance, an agency serving multiple real estate clients might create a 'Hot Leads' Smart List filtered for opportunities with a 'High Intent' custom field and sorted by 'Last Activity' in their master account. This Smart List could be configured as a board view, showing specific fields like 'Property Type' and 'Estimated Value'. Along with this, they might create a 'Follow-Up Needed' Smart Tag, color-coded red and linked to their 'Client Onboarding' pipeline. With this update, the agency can now include this 'Hot Leads' Smart List and 'Follow-Up Needed' Smart Tag in a Snapshot. When this Snapshot is pushed to a new real estate subaccount, or updated in an existing one, the custom Smart List and Smart Tag will be deployed automatically, ensuring all sales teams operate with consistent, pre-configured views and tagging systems. This saves setup time and enforces best practices for managing opportunities from the outset.

Our take

This is a major update for agencies that leverage Snapshots extensively and rely on customized Opportunity views. The ability to push Smart List and Smart Tag configurations simplifies onboarding new subaccounts and standardizes sales processes. While HighLevel has not confirmed who is affected, where in the product it is found, if it replaces anything, any limits, or the rollout status, the core functionality addresses a real need for repeatable deployment of advanced sales management tools. This reduces manual setup and ensures consistency across client accounts. It is a solid, practical improvement.