Snapshots Now Support Custom Contact Views

TL;DR

Agencies can now include custom contact views in snapshots. This means custom views can be replicated to sub-accounts.

Who this affects

Agencies using custom contact views and snapshots. Specific affected parties are otherwise unknown.

What changed

• Agencies can include custom contact views within snapshots.
• Custom contact views can be replicated across sub-accounts.
• HighLevel has not confirmed any limits or plan gating.
• HighLevel has not confirmed the rollout status.

Where to find it

HighLevel has not confirmed the location in the product. It will likely be found within the snapshot creation or editing interface.

How agencies will use this

An agency sets up a custom contact view in their agency account that filters contacts based on specific criteria relevant to a new client niche. They save this custom view within a snapshot. When onboarding new clients in that niche, the agency applies the snapshot, and the custom contact view is automatically available in the client's sub-account, pre-configured.

Our take

This is a standard update. It streamlines the replication of specific UI configurations. It is not a major release this week, but a welcome quality-of-life improvement for agencies that rely on custom views and snapshots.