Company & Custom Object Smart Lists Now Supported in Snapshots

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.

What’s New?

• Add Company Smart Lists to Snapshots
• Add Custom Object Smart Lists to Snapshots
• Reuse Smart List setups across destination sub-accounts
• Refresh existing Snapshots to include newly created Smart Lists

Why This Matters

Smart Lists are often the starting point for how agencies organize and act on CRM data.

For example, you might create Smart Lists for:

• Companies in a specific industry or account tier
• Properties in a particular city or price range
• Policies approaching renewal
• Memberships nearing expiry
• Any Custom Object segment relevant to your business

With Snapshot support, these segments can now be standardized and reused across client accounts, making onboarding and CRM setup significantly faster.

How to Use

1. Go to Agency View → Account Snapshots
2. Create a new Snapshot or refresh an existing one
3. Select the required Company Smart Lists and Custom Object Smart Lists
4. Include the relevant objects and fields used by those Smart Lists
5. Load or push the Snapshot to the destination sub-account

Pro Tips

• Test your Smart Lists in the source sub-account before adding them to a Snapshot
• Include the underlying object and field configuration used by the Smart List
• Review the destination sub-account after loading the Snapshot

Learn more : Help doc