GHL Smart List Snapshots: Reuse CRM Segments

Wait Action Enhancement: TikTok DM Replies  

What’s New:
Instead of continuing after a fixed delay, your workflow can pause until someone replies to your TikTok DM.

Where in GHL:
Found in Automation → Workflows using the Wait action after sending a TikTok DM.

Impact:
Your automation responds when someone actually joins the conversation, rather than after a timer runs out.

Recommended For:
Anyone using TikTok DMs to start conversations with potential customers.

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India Recurring Mandate Support for Affiliate Indian Signup Pages  

What’s New:
Supports recurring payment mandates for Indian affiliates, helping subscriptions comply with local banking requirements.

Where in GHL:
Available on Affiliate Program signup pages for users in India.

Impact:
Creates a smoother signup experience while reducing payment failures for recurring subscriptions.

Recommended For:
Agencies, SaaS businesses, and affiliate programs onboarding customers in India.

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Housecall Pro – More Workflow Actions & Triggers  

What’s New:
Adds new workflow triggers and actions for the Housecall Pro integration, giving you more ways to automate field service processes.

Where in GHL:
Inside Automation → Workflows when using the Housecall Pro integration.

Impact:
Expands automation possibilities between HighLevel and Housecall Pro, reducing manual work and improving operational efficiency.

Recommended For:
Home service businesses, field service companies, and agencies managing Housecall Pro clients.

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Email Services Dashboard for Agencies  

What’s New:
Introduces a centralized dashboard where agencies can monitor email services across their accounts.

Where in GHL:
Found in the Agency View under the new Email Services Dashboard.

Impact:
Makes it easier to monitor email health, identify issues, and manage deliverability from one place.

Recommended For:
Agency owners, support teams, and admins managing multiple client email services.

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Email Sequences Now Available in Beta Labs  

What’s New:
Introduces Email Sequences as a Beta Labs feature, providing another way to create structured email follow-up campaigns.

Where in GHL:
Enable it from Settings → Labs, then access Email Sequences after activation.

Impact:
Cuts down the time spent checking different areas just to see how your email services are performing.

Recommended For:
Marketers, agencies, coaches, and businesses running nurture campaigns or onboarding emails.

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Group Your Contacts by Source in Dashboards & Reporting  

What’s New:
Lets you organize contact reports based on where your leads originated.

Where in GHL:
Available within Dashboards & Reporting when viewing contact analytics.

Impact:
Makes it easier to compare lead sources and identify which marketing channels are producing the best results.

Recommended For:
Marketing teams, agency owners, and businesses tracking campaign performance across multiple lead sources.

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MMLite Adoption Banner in Conversations  

What’s New:
Displays a helpful banner inside Conversations to encourage users to adopt the new MMLite messaging experience.

Where in GHL:
Appears within the Conversations module for eligible accounts.

Impact:
Helps users discover and transition to MMLite while highlighting its benefits directly inside the messaging interface.

Recommended For:

Current HighLevel users exploring the latest messaging experience and teams preparing to migrate to MMLite. 

Smart List Snapshots matter because agencies usually don’t build CRM segmentation just once. If you manage several similar clients, there’s a good chance you’re creating the same filters, views, and record groups again and again.

That gets old fast.

Smart Lists are basically filtered views that update automatically. As your CRM data changes, GHL keeps adjusting the list based on the rules you’ve set.

Now agencies can take that setup further by including Company Smart Lists and Custom Object Smart Lists inside Account Snapshots.

That gives you a more repeatable way to build client accounts.

There are plenty of ways agencies could put this to work. Insurance businesses might want a quick view of upcoming renewals. Property businesses could separate listings by area, value, or stage. B2B companies might prefer lists based on industry or account type.

Once those segments are built, you don’t need to start over with every new account. Add them to the Smart List Snapshots and carry the setup forward.

What this really helps with is consistency. Your team isn’t piecing together a different CRM setup every time, so there are fewer chances for something to get missed.

For agencies scaling the same proven setup across multiple clients, Smart List Snapshots turn another manual CRM task into something you can build once and reuse.

Smart List Snapshots now give agencies more control over how CRM segmentation moves between accounts.

The first big change is support for Company Smart Lists. You can now include Company-based saved segments inside an Account Smart List Snapshots instead of rebuilding those filters in every destination sub-account.

GHL also now supports Custom Object Smart Lists inside Snapshots. That opens the door to far more specialized CRM setups, especially for agencies working with industries that track records beyond standard contacts and companies.

You can also reuse these Smart List setups across destination sub-accounts. So once you’ve created and tested a useful segment, you can package it inside your Smart List Snapshots and deploy the same structure again.

Another useful change is the ability to refresh an existing Smart List Snapshots and include Smart Lists that were created after the original Snapshot was built.

There is one important detail to watch.

If a Smart List uses certain Custom Objects or fields, make sure those pieces go with it. The filter won’t be much help in another account if the records or fields it relies on aren’t there.

That’s what makes Smart List Snapshots more than just a simple copy feature. They let agencies move a more complete CRM segmentation setup from one account to another, while keeping the structure consistent.

Company Smart Lists and Custom Object Smart Lists can now be included when you create or refresh a Smart List Snapshots in GoHighLevel. You’ll first prepare the Smart Lists and confirm the related objects and fields inside your source subaccount.

You’ll then select those assets in the Snapshot and load or push them into the destination subaccount. The most important thing to remember is that the related objects and fields used by the Smart Lists also need to be included.

• Prepare Your Companies Smart Lists.
• Check the Related Objects and Fields.
• Add the Assets to Your Snapshot.
• Select the Custom Object Smart Lists.

To start, make sure you are logged in to your GoHighLevel agency account and have access to the source subaccount you use for Snapshot setup.

• Start inside the source subaccount that contains the CRM setup you want to reuse.

1.1 Click the contacts in the left menu.

• Check that each Smart List is returning the Companies you expect.

1.2 Review the Company Smart Lists you want to include.

• Make sure the filters are working correctly for the Custom Object records you want to segment.

1.3 Check the Smart List filters.

• Confirm the conditions, fields, and filter logic are set the way you want before adding them to the Snapshot.

• Company Smart Lists and Custom Object Smart Lists can depend on specific CRM objects and fields.

2.1 Identify the objects used by each Smart List.

• Make sure every required Company or Custom Object is part of the setup you plan to include.

2.2 Identify the fields used in the Smart List filters.

• Review the fields that control the segmentation and make sure they are included with the related CRM structure.

• Open the Snapshot you want to use for your client or subaccount setup.

3.1 Select the Company Smart Lists.

• Choose the Company segments you want to carry into the destination subaccount.

3.2 Select the Custom Object Smart Lists.

• Add the Custom Object segments you want included with the Snapshot.

• You can also update an existing Snapshot to include Smart Lists created after the Snapshot was first built.

4.1 Open the existing Snapshot.

• Use the source subaccount that contains the latest Smart List setup.

4.2 Refresh the Snapshot.

• Include the newly created Company Smart Lists or Custom Object Smart Lists.

The changelog confirms that Company Smart Lists and Custom Object Smart Lists can be added to Snapshots, reused across destination subaccounts, and added to existing Snapshots through a refresh. It also specifically advises including the relevant objects and fields used by those Smart Lists. It does not provide every current button label or exact Snapshot screen detail, so the steps above avoid adding unsupported interface specifics.

A Snapshot can only be as good as the account you build it from.

Give the source subaccount a quick once-over before you add anything to the Snapshot. Open the Smart Lists and check that the right records are showing up.

That small check matters. If something is wrong in the source account, you can end up repeating the same mistake across every subaccount that uses the Snapshot.

It also helps to look at what each Smart List depends on.

If you’re using Custom Objects, custom fields, or other CRM pieces in your filters, include those too. Moving the list without the structure behind it can leave you with a setup that doesn’t work the same way in the destination account.

Naming is another easy win.

Use names your team can understand without opening the list first. Something like “Companies – Premium Tier” or “Policies – Renewal in 30 Days” is far easier to work with than “List 1” or “New Filter.”

This update is especially useful if you serve one niche or use a similar CRM setup for several clients.

Build a small library of Smart Lists you know you’ll reuse, then make those part of your normal onboarding Snapshot.

Once the Snapshot is loaded, do a quick check in the destination account. Open the lists, review the filters, and make sure the right fields and objects are there.

And when your setup gets better, update the Snapshot too. That way, new accounts start with the latest version instead of an older build.

When you manage a bunch of client accounts, small setup differences start causing bigger problems.

One account has one set of filters. Another was built a little differently. Someone forgets a field. Someone else names things another way.

That’s where this update can help.

Smart List Snapshots let you take a CRM setup that already works and use it as the starting point for another subaccount.

So instead of rebuilding Company filters, Custom Object views, and saved segments every time, you can carry more of that structure over from the beginning.

This is especially handy if you work in a niche.

A real estate agency might use the same property filters across several clients. An insurance agency may want the same renewal lists in each account. A membership business could reuse expiry-based segments. B2B agencies might keep the same Company filters for industries, account levels, or sales stages.

That makes onboarding easier to keep organized.

It also helps your team because every account starts looking a little more familiar.

They don’t have to relearn the setup each time or hunt around for lists that were named differently.

After a while, you’re not building every account from scratch anymore. You’re working from a setup that already works.

Get the setup right once, keep improving it, and use it again when the next account comes along.

You’ll get the most out of this feature when your clients tend to follow a similar CRM structure.

This isn’t only about moving a Smart List from one account to another. It can also help your agency keep client data organized the same way.

For a real estate client, you could build property lists around location, price, or status. Get it working once, add it to the Snapshot, and you’ve got a ready-made starting point for the next similar account.

For insurance clients, you could sort policies by what needs attention next. Renewals coming up, expired policies, and follow-up records can all be grouped into Smart Lists and carried into new accounts.

Membership businesses could use Custom Object Smart Lists for memberships nearing expiry, inactive memberships, or different membership levels.

B2B agencies can also get a lot of value from Company Smart Lists.

You might segment Companies by industry, account tier, sales status, or another field your clients use to prioritize accounts.

The key is to focus on repeatable segments.

If your agency regularly creates the same Company or Custom Object filters for new clients, that’s a strong sign those Smart Lists belong in your core Snapshot.

That way, every new subaccount starts closer to your preferred setup instead of starting from scratch.

Smart List Snapshots won’t replace every bit of customization, but they can remove a lot of repetitive CRM work from your onboarding process.

If you manage a lot of client accounts, this update can take some of the repeat work off your plate.

You can now include Company Smart Lists and Custom Object Smart Lists in a Snapshot, then use that same setup again in other subaccounts.

That means less time rebuilding filters and less chance of forgetting part of the setup during onboarding.

One thing you do need to watch is the CRM structure behind the list.

If a Smart List uses certain objects or fields, include those in the Snapshot too. Otherwise, the list may show up in the new account without everything it needs to work properly.

This is especially useful for agencies that serve the same kind of client over and over.

Once you’ve built a Smart List setup that works well, test it, add it to the Snapshot, and keep using it where it fits.

If you keep rebuilding the same segments by hand, this is probably worth adding to your standard setup.