Sep 29, 2026 · All September 2026 updates
Company & Custom Object Smart Lists Now Supported in Snapshots
The short version
Agencies can now include Company and Custom Object Smart Lists in Account Snapshots and reuse the same segments across multiple sub-accounts. Instead of rebuilding filters and Smart Lists for every client, agencies can configure their CRM segmentation once and deploy it as part of a reusable Snapshot.
Impact
Medium: New capability that may affect billing
Plan
Not specified by HighLevel
Area
Snapshot, Custom Objects, Companies
Official post
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