Accounts can now include Company and Custom Object Smart Lists in Account Snapshots and reuse the same segments across multiple accounts.
Instead of rebuilding filters and Smart Lists for every client, accounts 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 accounts
- Refresh existing Snapshots to include newly created Smart Lists
Why This Matters
Smart Lists are often the starting point for how accountsorganize 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
- Go to Account View → Account Snapshots
- Create a new Snapshot or refresh an existing one
- Select the required Company Smart Lists and Custom Object Smart Lists
- Include the relevant objects and fields used by those Smart Lists
- Load or push the Snapshot to the destination account
Pro Tips
- Test your Smart Lists in the source account before adding them to a Snapshot
- Include the underlying object and field configuration used by the Smart List
- Review the destination account after loading the Snapshot
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