Upsell Banner and Snapshot Availability Improve Custom Object Access 

These updates provide a seamless path to greater Custom Object access, empowering $97 and $297 plan users to expand their client offerings and streamline sub-account setup.

Okay, let’s cut to the chase and show you exactly how to make these new Custom Object features work for your agency. This update really impacts two key places in your GoHighLevel account: your agency dashboard, where you’ll get a clear nudge about upgrading, and your sub-account setup, where you can now use Custom Objects directly in your snapshots. We’re going to walk through finding these, so you can start putting them to good use.

The whole point here is to smooth out the path to those powerful Custom Object features. For agencies on the $97 and $297 plans, this means two things: a quick visual prompt to upgrade if you want to build Custom Objects from scratch, and crucially, the ability to deploy snapshots that already contain Custom Objects into your client accounts. That’s a massive win for saving time and keeping things consistent. So, let’s get into the steps.

How to Put These New Features to Work:

• Go to the left-hand sidebar and scroll all the way to the bottom.

1.1 Click on the gear icon labeled “Settings.”

• You’ll now be in the main Settings dashboard, where you can access:

• Business Profile
• Billing
• My Staff
• And more.

2.1 Open the Automations Section

• Click the Automations option located on the left side of the Settings menu, under Business Services.

2.2 Find the Upsell Banner

• Scroll down until you see the upsell banner.
• Note: This is only visible if you’re not on the $497 plan.
• Also, the banner is only shown to agency admins and users.

You’ve seen the update and how to use it. Now, let’s talk about what this actually means for your agency – the concrete advantages you’ll experience by using these improved Custom Object features. This isn’t just about technical upgrades; it’s about making your work smoother and your agency more capable.

• Seamless Scaling: Imagine upgrading to full Custom Object capabilities without any guesswork. The new upsell banner does just that. It provides a direct, clear path to expanding your agency’s toolkit and, consequently, your service offerings. This straightforward process helps you grow without unnecessary complications, ensuring you can access advanced features exactly when you need them.
• Boosted Productivity: The ability to use Custom Objects within snapshots is a real game-changer here. Consider the hours you might spend manually setting up sub-accounts or trying to replicate intricate data structures for different clients. Now, you can build a perfect snapshot once, complete with all your Custom Objects, and deploy it quickly. This significantly reduces setup time, ensures consistency, and allows your team to focus on more impactful tasks instead of repetitive manual work.
• A Clear Competitive Advantage: What does offering “custom solutions” truly entail? With this enhanced Custom Object access, you can now build client systems that are highly specific and deeply integrated with their unique operations. This goes beyond standard CRM; it enables you to craft bespoke solutions that make your agency indispensable. When you can tailor everything down to the foundational data structures, you become a strategic partner, not just a service provider. This positions you to stand out, attract higher-value clients, and strengthen your market standing.

So, that’s the scoop. This recent GoHighLevel update isn’t just a minor detail; it’s a deliberate step to empower agencies on the $97 and $297 plans. We’ve laid out how the new upsell banner clarifies your route to full Custom Object capabilities, making that move much smoother. Crucially, the newfound ability to load snapshots containing Custom Objects into your sub-accounts is a significant advantage for both efficiency and consistency.

Consider the impact: less time spent on manual setups, more uniformity across your client accounts, and the capacity to deliver truly bespoke solutions. These improvements are designed to streamline your operations, expand your service offerings, and ultimately, help your business grow with less friction. It’s about equipping you with the tools to be more adaptable and effective in a competitive market.

Now, it’s over to you. Don’t just read about these features – put them into action! Log into your GoHighLevel account, check out that new upsell banner if it applies to your plan, and start experimenting with deploying Custom Object snapshots. See for yourself how these enhancements can genuinely boost your agency’s productivity and client satisfaction.

How will these new Custom Object capabilities empower your agency to serve clients even better? Drop a comment below and share your thoughts!