What did HighLevel add to snapshots on September 29, 2026?
On September 29, 2026, HighLevel added Company Smart Lists and Custom Object Smart Lists to account snapshots. Agencies can now include those saved segments in a snapshot, push them to client sub-accounts, and refresh existing snapshots to pick up new ones, instead of rebuilding each list's filters by hand.
The source is the HighLevel changelog entry Company & Custom Object Smart Lists Now Supported in Snapshots, tagged Snapshot, Custom Objects and Companies.
What is a Smart List, and why does it matter in a snapshot?
A Smart List is a saved, filtered view of records, such as companies in one industry or memberships that renew this month. Before this change, Company and Custom Object Smart Lists had to be rebuilt in every sub-account. Now they travel with the snapshot.
HighLevel's examples are segments by industry or tier, by location, by renewal date and by expiring membership. For an agency that sells the same setup to many clients, those lists are often what the client opens every morning. Rebuilding them per account took time and produced small differences between accounts, which then made support harder.
How do you add Company and Custom Object Smart Lists to a snapshot?
In Agency view, open Account Snapshots, create a new snapshot or refresh an existing one, select the Company and Custom Object Smart Lists you need, include the objects and fields those lists use, then load or push the snapshot to the destination sub-account.
- Agency view, Account Snapshots.
- Create a snapshot, or refresh an existing one.
- Select the Company and Custom Object Smart Lists.
- Include the underlying objects and fields those lists filter on.
- Load or push the snapshot to the destination sub-account.
HighLevel's tips with the entry: test each Smart List in the source sub-account first, include the supporting object and field configuration, and review the destination account after the push.
What should agencies check before pushing the update?
Check that every field a list filters on exists in the snapshot, that the custom object definitions match, and that pushing to an existing client will not overwrite lists the client has changed. Test on a blank sub-account first.
- Missing fields. A list that filters on a field not in the snapshot will arrive empty or broken.
- Object mismatch. If a client's account already has a custom object with the same name but different fields, review it before pushing.
- Client edits. Clients sometimes change shared lists. Decide whether the snapshot or the client's version should win.
- A messy source account. A snapshot copies whatever is in the source, including broken workflows. A GoHighLevel audit or a cleanup of the source account comes first.
- SaaS plans. If a snapshot is attached to a SaaS plan, new customers get the lists automatically. See our SaaS Configurator setup guide.
Who benefits most from this change?
Agencies and SaaS resellers that use Companies or Custom Objects in their snapshots benefit most, because they can now ship the same segments to every client account. Single-business accounts with no snapshots see little change; for those, the GoHighLevel setup itself matters more than how it is copied.
It pairs well with automation built on those lists, such as renewal reminders or account reviews. For agencies managing many client accounts, our GoHighLevel automation for agencies service covers snapshot management, and GoHighLevel SaaS setup covers snapshots attached to plans. If you plan to buy a snapshot, read are GoHighLevel snapshots worth buying.
Questions about Smart Lists in GoHighLevel snapshots
Can GoHighLevel snapshots include Smart Lists?
Yes. Since September 29, 2026, snapshots can include Company Smart Lists and Custom Object Smart Lists, according to HighLevel's changelog.
Do I need to rebuild my existing snapshots?
No. You can refresh an existing snapshot to add newly created Smart Lists, then push it again.
Will the Smart List work if the fields are missing?
Not reliably. HighLevel advises including the underlying objects and fields used by the lists in the snapshot.
Related: new custom field types (URL, Date & Time, Rich text, Users) also work in snapshots now. See HighLevel custom field types in snapshots and the API.
Sources
- HighLevel changelog, Company & Custom Object Smart Lists Now Supported in Snapshots, September 29, 2026.
