You can now link and load snapshots across multiple sub-accounts in a single flow—eliminating the need to manually navigate between accounts.
✨ What’s New
- Universal Account Selection-> View and select all agency sub-accounts directly within the Load modal.
- Smart Account Tabs-> Easily filter accounts using:
- All – View every sub-account
- Linked – Accounts already connected to the snapshot
- Available – Accounts not yet linked
- Load-to-Link in One Click-> Loading a snapshot to an unlinked account will now automatically link it—no extra steps required.
⚡ Improvements
Bulk Operations Expanded
Bulk loading is no longer limited to pre-linked accounts.
Faster Agency-Wide Sync
Apply snapshots across multiple accounts in seconds instead of repeating manual actions.
Enhanced Visibility
Quickly identify accounts missing the snapshot via the Available tab.
🎯 Why This Matters
- Streamlines onboarding of new clients
- Reduces manual effort and navigation
- Ensures consistency across all sub-accounts
- Improves performance for high-volume operations
🛠 How to Use
- Go to Agency Settings → Labs
- Enable “Inclusion of Snapshot Load to existing Sub Accounts”
- Navigate to My Account → Snapshots
- Click Load on any snapshot
- Select accounts from All / Available / Linked
- Click Load to sync and link instantly
🔮 What’s Next
- Bulk sync support for Imported Snapshots
- Sub-Account Snapshot History for centralized tracking of all linked snapshots per account