Global Smart List in Snapshots
Include smart lists in snapshots so customers have the ease of pre-customized lists to see their leads in different segments. HIGHLVL-I-2111
More geared for content
Can we create snapshots and infrastructures for content creators? Like a podcast, or a blog... I'm thinking templates for funnels/websites, emails alerting people of a new episode, etc
It would be nice to be able see all the snapshots that are available. The ability to buy & sell snapshots for other niches would helpful to newbies and profitable for established users. HIGHLVL-I-2282
Sort Snapshot List
Allow for the ability to sort the list of snapshots in Agency View -> Settings -> Snapshots. This will allow for us to sort snapshots by date or name so for instance if we import a new snapshot it is now somewhere in the list but if we could sort by date we can see what the imported snapshot's name is by sorting by date desending.
Display of what each account snap shot tree looks like.
When you use a layer of snapshots to create sub-account snapshots to build specific industries off of. There is no path shown on what came from where. This has led to some items being duplicated in accounts automation because we sleeted the wrong account. So it would be great to see a tree or path of how each account was created. We have switched to a naming structure as a hack. For example, we have have core snapshot at the top. then 2nd home service, 3rd HVAC services 4th the company we added.
Ability to Attach Multiple Snapshots to SAAS Configurator
Currently, you can only attach one snapshot to a SAAS configurator billing level. We should have the ability to attach multiple snapshots here.
Custom Field Folders in Snapshots
Currently if I segregate Custom Fields into folders in a sub-account and create a snapshot from that, the folders are not part of the snapshot. This makes for a mess when snapshots are deployed to other sub-accounts, especially if you have a lot of custom fields. I would suggest adding the custom field folders to the snapshots and restoring them when the snapshot is loaded into a sub-account. This means that those of us who build snapshots can organize our custom fields into folders that makes sense inside the contact object. It will make it easier for our customers to navigate all the data we have added to the contacts object through Custom Fields.
Ability to delete files that were pushed via Snapshot
In the event that we accidentally pushed the wrong file via Snapshot, there should be a way that we can delete the file using the Agency Level access (for example a csv file or an email template). This will help us remove the incorrect file before our tenants see them.