Include Folders for sub-accounts
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Nick Ting
We plan to have over 50+ clients (ie. sub-accounts), of which 2-3 of them are our own so mixing all sub-accounts together can be messy. Having folders will help us categorize different sub-accounts.
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Keith Besherse
Ideas Board Finds: folders, please. https://youtu.be/vjaSh65bM6A
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Keith Besherse
Folders (or smartlists) for organizing sub-accounts. I have inactive accounts. I have several accounts associated with one client. I have a for profit client who also has a nonprofit that I am supporting in kind/pro bono. I have SaaS accounts in DIY mode that I barely pay attention to. I have DFY marketing services accounts that require attention daily or weekly. I have several accounts for my agency. I have test accounts. The ability to cluster those account categories would reduce the time spent referring to the SOPs.
In particular the search function provided by HighLevel has filters that matter to HighLevel (SaaS mode or not, Wallet balance, etc. These are not the smart list priorities I need to see each morning.
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Keith Besherse
Here is an even better way to describe the use case. Say for example the agency account management team has three people and 15 client accounts. Each person is the primary admin for 5 clients and backup for the other 10. A smart list or folder of their clients would save the need to scroll past the other team member's clients to get to the ones they need to work on today, but if the other team member wasn't available they could easily jump into the relevant folder to work on that client account. It is a subset of the granular permissions topic. Shivam HighLevel
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Keith Besherse
Shivam HighLevel, Chase Buckner, Core Platform, Sales & Marketing:
On the roadmap view, please search "folder sub account" thank you.