New Sub-Accounts List UI for $97 & $297 Agency Plans
Experience the revamped Sub-Accounts List with modern UI, faster performance, filters, and bulk actions - now available for GHL Customer Care $97 and $297 agency plans.
4 min read1,007 words8 explained imagesUpdated Mon, 24 Aug at 8:08 AM
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The Sub-Accounts List in GHL Customer Care has been updated with a new, modern interface. Agencies on the $97 and $297 plans can now access advanced filtering, bulk actions, and improved performance—offering the same streamlined experience available to $497 Pro users.
The Sub-Accounts List Revamp is a major update to the Sub-Accounts management page for agencies on GHL Customer Care’s $97 and $297 plans. This update introduces a visually refreshed interface, enhanced performance, and new management tools by migrating the module to GHL Customer Care’s micro-app framework. The result is a more efficient, scalable, and user-friendly way to manage all your client accounts from one place.
Key Benefits of the Sub-Accounts List Revamp
The redesigned Sub-Accounts List delivers several improvements to help agencies manage their client accounts more efficiently:
Modern, Unified UI: Enjoy a visually consistent experience across all plan tiers, with updated typography, spacing, icons, and layout.
Faster Performance: Experience quicker page loads and smoother interactions, reducing time spent on routine management tasks.
Advanced Filtering: Quickly locate specific sub-accounts using intuitive filter controls.
Bulk Actions: Perform actions on multiple sub-accounts at once, streamlining repetitive tasks.
Responsive Design: Seamlessly manage accounts on any device, with layouts optimized for desktops, tablets, and mobile screens.
Future-Ready Infrastructure: Benefit from the micro-app architecture, enabling faster rollout of upcoming features like sub-account tagging and column customization.
Old View VS New View Sub-Account List View
Old ViewOld ViewNew View (image 1 of 8)What this shows Modern, Unified UI: Enjoy a visually consistent experience across all plan tiers, with updated typography, spacing, icons, and layout.What this showsIllustrates the "Old ViewNew View" section of "New Sub-Accounts List UI for $97 & $297 Agency Plans".This screenshot appears in the "Old ViewNew View" section of "New Sub-Accounts List UI for $97 & $297 Agency Plans". The text alongside this image reads: Modern, Unified UI: Enjoy a visually consistent experience across all plan tiers, with updated typography, spacing, icons, and layout. Faster Performance: Experience quicker page loads and smoother interactions, reducing time spent on routine management tasks. Advanced Filtering: Quickly locate…. Immediately after, the guide continues: The new Sub-Accounts List UI in GHL Customer Care now includes an Advanced Filter option, available to agency users on the $97 and $297 plans. These filters help you quickly find sub-accounts based on specific platform features….Image 1 of 8What this coversModern, Unified UI: Enjoy a visually consistent experience across all plan tiers, with updated typography, spacing, icons, and layout. Faster Performance: Experience quicker page loads and smoother interactions, reducing time spent on routine management tasks. Advanced Filtering: Quickly locate specific sub-accounts using intuitive filter controls. Bulk Actions: Perform actions on multiple sub-accounts at once, streamlining repetitive tasks. Responsive Design: Seamlessly manage accounts on any device, with layouts optimized for desktops, tablets, and mobile screens. Future-Ready Infrastructure: Benefit from the micro-app architecture, enabling faster rollout of upcoming features like sub-account tagging and column customization.Next stepThe new Sub-Accounts List UI in GHL Customer Care now includes an Advanced Filter option, available to agency users on the $97 and $297 plans. These filters help you quickly find sub-accounts based on specific platform features, configurations, or status. New View
Old ViewNew View (image 2 of 8)What this shows Modern, Unified UI: Enjoy a visually consistent experience across all plan tiers, with updated typography, spacing, icons, and layout.What this showsIllustrates the "Old ViewNew View" section of "New Sub-Accounts List UI for $97 & $297 Agency Plans".This screenshot appears in the "Old ViewNew View" section of "New Sub-Accounts List UI for $97 & $297 Agency Plans". The text alongside this image reads: Modern, Unified UI: Enjoy a visually consistent experience across all plan tiers, with updated typography, spacing, icons, and layout. Faster Performance: Experience quicker page loads and smoother interactions, reducing time spent on routine management tasks. Advanced Filtering: Quickly locate…. Immediately after, the guide continues: The new Sub-Accounts List UI in GHL Customer Care now includes an Advanced Filter option, available to agency users on the $97 and $297 plans. These filters help you quickly find sub-accounts based on specific platform features….Image 2 of 8What this coversModern, Unified UI: Enjoy a visually consistent experience across all plan tiers, with updated typography, spacing, icons, and layout. Faster Performance: Experience quicker page loads and smoother interactions, reducing time spent on routine management tasks. Advanced Filtering: Quickly locate specific sub-accounts using intuitive filter controls. Bulk Actions: Perform actions on multiple sub-accounts at once, streamlining repetitive tasks. Responsive Design: Seamlessly manage accounts on any device, with layouts optimized for desktops, tablets, and mobile screens. Future-Ready Infrastructure: Benefit from the micro-app architecture, enabling faster rollout of upcoming features like sub-account tagging and column customization.Next stepThe new Sub-Accounts List UI in GHL Customer Care now includes an Advanced Filter option, available to agency users on the $97 and $297 plans. These filters help you quickly find sub-accounts based on specific platform features, configurations, or status.
Advanced Filtering in the Sub-Accounts List
The new Sub-Accounts List UI in GHL Customer Care now includes an Advanced Filter option, available to agency users on the $97 and $297 plans. These filters help you quickly find sub-accounts based on specific platform features, configurations, or status.
Step 1: Add a Basic Filter
Click on the AdvancedFilters button at the top of the Sub-Accounts List.
The Advanced Filters panel will slide open, displaying four filter categories:
General (e.g., Date Added, Snapshots)
Reselling (e.g., Listings, WhatsApp, Email, AI tools)
Click on any Search Filed of your choice under any of the above four categories.
Select the Conditions you want to filter by for the particular search filed.
Add an OR Logic filter by clicking the + Add Filter button.
OR Logic:At least one condition must be true for a result to be shown. Filters are applied so that data matching any one of the conditions is included. Example: If you filter by (LC Email is Enabled or LC Phone is Enabled), this will return sub-accounts that have either LC Email or LC Phone enabled (or both).
Step 1: Add a Basic Filter (image 3 of 8)What this shows OR Logic: At least one condition must be true for a result to be shown.What this showsIllustrates the "Step 1: Add a Basic Filter" section of "New Sub-Accounts List UI for $97 & $297 Agency Plans".This screenshot appears in the "Step 1: Add a Basic Filter" section of "New Sub-Accounts List UI for $97 & $297 Agency Plans". The text alongside this image reads: OR Logic: At least one condition must be true for a result to be shown. Filters are applied so that data matching any one of the conditions is included. Example: If you filter by (LC Email is Enabled or LC Phone is Enabled), this will return sub-accounts that have either LC Email or LC Phone…. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Click on the + Add Nested Filter button. This filter works on the AND Logic.Image 3 of 8What this coversOR Logic: At least one condition must be true for a result to be shown. Filters are applied so that data matching any one of the conditions is included. Example: If you filter by (LC Email is Enabled or LC Phone is Enabled), this will return sub-accounts that have either LC Email or LC Phone enabled (or both).
Fields in this part of the guideGeneral (e.g., Date Added, Snapshots)Reselling (e.g., Listings, WhatsApp, Email, AI tools)Rebilling (e.g., Email/Phone Verification, LC Premium)LeadConnector (e.g., LC Email, LC Phone)
Buttons and menus referencedAdvancedFiltersAdvanced Filters panelGeneralResellingRebillingLeadConnectorSearchFiledConditionsOR Logic filter+ Add Filter
Next stepClick on the + Add Nested Filter button. This filter works on the AND Logic.All 5 steps in this procedure
Click on the Advanced Filters button at the top of the Sub-Accounts List.
The Advanced Filters panel will slide open, displaying four filter categories:
Click on any Search Filed of your choice under any of the above four categories.
Select the Conditions you want to filter by for the particular search filed.
Add an OR Logic filter by clicking the + Add Filter button.
Step 2: Add Nested Filters (Optional)
Click on the + Add Nested Filter button.
This filter works on the AND Logic.
And Logic:All conditions must be true for a result to be shown. Filters are combined so that the data must match every specified condition. Example: If you filter for sub-accounts with a Date Created after January 1 and a Status of Trial, only sub-accounts that match both conditions appear.
Step 2: Add Nested Filters (Optional) (image 4 of 8)What this shows And Logic: All conditions must be true for a result to be shown.What this showsIllustrates the "Step 2: Add Nested Filters (Optional)" section of "New Sub-Accounts List UI for $97 & $297 Agency Plans".This animation appears in the "Step 2: Add Nested Filters (Optional)" section of "New Sub-Accounts List UI for $97 & $297 Agency Plans". The text alongside this image reads: And Logic: All conditions must be true for a result to be shown. Filters are combined so that the data must match every specified condition. Example: I f you filter for sub-accounts with a Date Created after January 1 and a Status of Trial, only sub-accounts that match both conditions appear. Immediately after, the guide continues: Click Apply to run the selected filters. Review the returned Sub-Accounts that match your criteria. If no results match, GHL Customer Care displays a message indicating that no locations were found. After filters are applied….Image 4 of 8What this coversAnd Logic: All conditions must be true for a result to be shown. Filters are combined so that the data must match every specified condition. Example: I f you filter for sub-accounts with a Date Created after January 1 and a Status of Trial, only sub-accounts that match both conditions appear.
Buttons and menus referenced+ Add Nested FilterAND Logic.
Next stepClick Apply to run the selected filters. Review the returned Sub-Accounts that match your criteria. If no results match, GHL Customer Care displays a message indicating that no locations were found. After filters are applied, GHL Customer Care keeps the active filter state visible on the listing page so you can quickly confirm which criteria are in use.All 2 steps in this procedure
Click on the + Add Nested Filter button.
This filter works on the AND Logic.
Step 3: Apply and Review Filter Results
Click Apply to run the selected filters.
Review the returned Sub-Accounts that match your criteria.
If no results match, GHL Customer Care displays a message indicating that no locations were found.
After filters are applied, GHL Customer Care keeps the active filter state visible on the listing page so you can quickly confirm which criteria are in use.
Step 3: Apply and Review Filter Results (image 5 of 8)What this shows Click Apply to run the selected filters.What this showsIllustrates the "Step 3: Apply and Review Filter Results" section of "New Sub-Accounts List UI for $97 & $297 Agency Plans".This screenshot appears in the "Step 3: Apply and Review Filter Results" section of "New Sub-Accounts List UI for $97 & $297 Agency Plans". The text alongside this image reads: Click Apply to run the selected filters. Review the returned Sub-Accounts that match your criteria. If no results match, GHL Customer Care displays a message indicating that no locations were found. After filters are applied, GHL Customer Care keeps the active filter state visible on the listing page…. Immediately after, the guide continues: Visible filter controls make it easier to understand why specific Sub-Accounts appear in your list. This helps you refine results faster without reopening the full filter workflow every time.Image 5 of 8How to confirmClick Apply to run the selected filters. Review the returned Sub-Accounts that match your criteria. If no results match, GHL Customer Care displays a message indicating that no locations were found. After filters are applied, GHL Customer Care keeps the active filter state visible on the listing page so you can quickly confirm which criteria are in use.
Buttons and menus referencedApply
Next stepVisible filter controls make it easier to understand why specific Sub-Accounts appear in your list. This helps you refine results faster without reopening the full filter workflow every time.All 4 steps in this procedure
Click Apply to run the selected filters.
Review the returned Sub-Accounts that match your criteria.
If no results match, GHL Customer Care displays a message indicating that no locations were found.
After filters are applied, GHL Customer Care keeps the active filter state visible on the listing page so you can quickly confirm which criteria are in use.
Step 4: Review and Manage Applied Filters
Visible filter controls make it easier to understand why specific Sub-Accounts appear in your list. This helps you refine results faster without reopening the full filter workflow every time.
GHL Customer Care shows a clear visual indicator for number of filters that are currently active.
You can remove or adjust filters with a single action to refine results more efficiently.
Step 4: Review and Manage Applied Filters (image 6 of 8)What this shows GHL Customer Care shows a clear visual indicator for number of filters that are currently active.What this showsIllustrates the "Step 4: Review and Manage Applied Filters" section of "New Sub-Accounts List UI for $97 & $297 Agency Plans".This screenshot appears in the "Step 4: Review and Manage Applied Filters" section of "New Sub-Accounts List UI for $97 & $297 Agency Plans". The text alongside this image reads: GHL Customer Care shows a clear visual indicator for number of filters that are currently active. You can remove or adjust filters with a single action to refine results more efficiently. Immediately after, the guide continues: The Agency Sub-Account gives Unlimited Plan agencies a consistent way to identify the primary sub-account used for onboarding and core configuration. This creates a clearer source of truth for setup workflows and helps teams manage….Image 6 of 8What this coversGHL Customer Care shows a clear visual indicator for number of filters that are currently active. You can remove or adjust filters with a single action to refine results more efficiently.Next stepThe Agency Sub-Account gives Unlimited Plan agencies a consistent way to identify the primary sub-account used for onboarding and core configuration. This creates a clearer source of truth for setup workflows and helps teams manage onboarding more reliably as they scale.All 2 steps in this procedure
GHL Customer Care shows a clear visual indicator for number of filters that are currently active.
You can remove or adjust filters with a single action to refine results more efficiently.
Agency Sub-Account designation on the Unlimited Plan
The Agency Sub-Account gives Unlimited Plan agencies a consistent way to identify the primary sub-account used for onboarding and core configuration. This creates a clearer source of truth for setup workflows and helps teams manage onboarding more reliably as they scale.
With this designation, agencies and internal teams can:
Identify the main sub-account used for onboarding
Use a consistent system-backed signal for setup and progress tracking
Review status changes with audit visibility
Support programmatic onboarding workflows through API-based management
Important:
This feature applies to agencies on the Unlimited Plan ($297).
Agency Sub-Account designation on the Unlimited Plan (image 7 of 8)What this shows This feature applies to agencies on the Unlimited Plan ($297).What this showsIllustrates the "Agency Sub-Account designation on the Unlimited Plan" section of "New Sub-Accounts List UI for $97 & $297 Agency Plans".This screenshot appears in the "Agency Sub-Account designation on the Unlimited Plan" section of "New Sub-Accounts List UI for $97 & $297 Agency Plans". The text alongside this image reads: This feature applies to agencies on the Unlimited Plan ($297). This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Bulk actions allow agencies to efficiently manage multiple sub-accounts at once, reducing repetitive manual work.Image 7 of 8What this coversThis feature applies to agencies on the Unlimited Plan ($297).
Fields in this part of the guideIdentify the main sub-account used for onboarding
Buttons and menus referencedUnlimited Plan ($297)
Next stepBulk actions allow agencies to efficiently manage multiple sub-accounts at once, reducing repetitive manual work.All 4 steps in this procedure
Identify the main sub-account used for onboarding
Use a consistent system-backed signal for setup and progress tracking
Review status changes with audit visibility
Support programmatic onboarding workflows through API-based management
Bulk Actions for Sub-Account Management
Bulk actions allow agencies to efficiently manage multiple sub-accounts at once, reducing repetitive manual work.
Use checkboxes to select individual sub-accounts or click on the Selectall check box.
Once you have selected desired sub-accounts, the Bulk Actions appear on top of the list.
You have four bulk actions available: Pause Sub-Account, Setup Calendars,Enable SaaS Mode and Enable Rebilling.
Click on the Bulk Action History (Clock) icon to see previous bulk action logs.
Bulk Actions for Sub-Account Management (image 8 of 8)What this shows Use checkboxes to select individual sub-accounts or click on the Select all check box.What this showsIllustrates the "Bulk Actions for Sub-Account Management" section of "New Sub-Accounts List UI for $97 & $297 Agency Plans".This screenshot appears in the "Bulk Actions for Sub-Account Management" section of "New Sub-Accounts List UI for $97 & $297 Agency Plans". The text alongside this image reads: Use checkboxes to select individual sub-accounts or click on the Select all check box. Once you have selected desired sub-accounts, the Bulk Actions appear on top of the list. You have four bulk actions available: Pause Sub-Account, Setup Calendars,Enable SaaS Mode and Enable Rebilling. Click on…. Immediately after, the guide continues: Q: Is the new Sub-Accounts List available to all GHL Customer Care users?Image 8 of 8What to chooseUse checkboxes to select individual sub-accounts or click on the Select all check box. Once you have selected desired sub-accounts, the Bulk Actions appear on top of the list. You have four bulk actions available: Pause Sub-Account, Setup Calendars,Enable SaaS Mode and Enable Rebilling. Click on the Bulk Action History (Clock) icon to see previous bulk action logs.
Buttons and menus referencedSelectallEnable RebillingBulk Action History
Next stepQ: Is the new Sub-Accounts List available to all GHL Customer Care users?All 4 steps in this procedure
Use checkboxes to select individual sub-accounts or click on the Select all check box.
Once you have selected desired sub-accounts, the Bulk Actions appear on top of the list.
You have four bulk actions available: Pause Sub-Account, Setup Calendars,Enable SaaS Mode and Enable Rebilling.
Click on the Bulk Action History (Clock) icon to see previous bulk action logs.
Frequently Asked Questions
Q: Is the new Sub-Accounts List available to all GHL Customer Care users?
The revamped Sub-Accounts List is available to agencies on the $97 and $297 plans, and is already standard for $497 Pro users.
Q: Will enabling the new UI affect my existing sub-accounts or data?
No, the update only changes the interface and management tools. Your sub-account data remains unchanged.
Q: Is the new Sub-Accounts List mobile-friendly?
Yes, the updated UI is fully responsive and optimized for all screen sizes.
Q: Do I need to pay extra to access the new Sub-Accounts List?
No, the feature is included in your existing $97 or $297 plan.
