# 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.

- Source: https://docs.ghlcustomercare.com/docs/agency-view/sub-accounts/new-sub-accounts-list-ui-for-97-297-agency-plans
- Section: Agency View / Sub-Accounts
- Reading time: 4 min
- Images: 8, each explained below
- Modified on 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.

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**TABLE OF CONTENTS**

-   [What is the Sub-Accounts List Revamp?](#what-is-the-sub-accounts-list-revamp)[](#key-benefits-of-the-sub-accounts-list-revamp)
-   [Key Benefits of the Sub-Accounts List Revamp](#key-benefits-of-the-sub-accounts-list-revamp)[](#old-view-vs-new-view-sub-account-list-view)
-   [Old View VS New View Sub-Account List View](#old-view-vs-new-view-sub-account-list-view)[](#advanced-filtering-in-the-sub-accounts-list)
-   [Advanced Filtering in the Sub-Accounts List](#advanced-filtering-in-the-sub-accounts-list)[](#step-1-add-a-basic-filter)
    -   [Step 1: Add a Basic Filter](#step-1-add-a-basic-filter)[](#step-2-add-nested-filters-optional)
    -   [Step 2: Add Nested Filters (Optional)](#step-2-add-nested-filters-optional)[](#step-3-apply-and-review-filter-results)
    -   [Step 3: Apply and Review Filter Results](#step-3-apply-and-review-filter-results)[](#bulk-actions-for-sub-account-management)
-   [Bulk Actions for Sub-Account Management](#bulk-actions-for-sub-account-management)[](#frequently-asked-questions)
-   [Frequently Asked Questions](#frequently-asked-questions)[](#related-articles)
-   [Related Articles](#related-articles)

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# **What is the Sub-Accounts List Revamp?**

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.

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## **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.

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## **Old View VS New View Sub-Account List View**

### **Old View****

![Old ViewNew View (image 1 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155049955780/original/I_gYcMELCSnMsiFPnUNK_8U7H9Nm5RzTFw.png)

**Old ViewNew View (image 1 of 8)**

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….
- What this covers: 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.
- Next: 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.

**  
**New View**

![Old ViewNew View (image 2 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079166186/original/K9YG7c6j-q7iKhJXFVeiC4rb0MsBFhQ7gg.png)

**Old ViewNew View (image 2 of 8)**

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….
- What this covers: 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.
- Next: 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.

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## **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

1.  Click on the **Advanced** **Filters** button at the top of the Sub-Accounts List.  
    
2.  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)
    -   **Rebilling** (e.g., Email/Phone Verification, LC Premium)
    -   **LeadConnector** (e.g., LC Email, LC Phone)
3.  Click on any **Search** **Filed** of your choice under any of the above four categories.
4.  Select the **Conditions** you want to filter by for the particular search filed.
5.  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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079164137/original/By-_Pessr8QYXp7_vIs9SqcULoIxHdxvqg.png)

**Step 1: Add a Basic Filter (image 3 of 8)**

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.
- What this covers: 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).
- Fields: General (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)
- Controls: Advanced, Filters, Advanced Filters panel, General, Reselling, Rebilling, LeadConnector, Search, Filed, Conditions, OR Logic filter, + Add Filter
- Next: Click on the + Add Nested Filter button. This filter works on the AND Logic.

Full procedure:

1. Click on the Advanced Filters button at the top of the Sub-Accounts List.
2. The Advanced Filters panel will slide open, displaying four filter categories:
3. Click on any Search Filed of your choice under any of the above four categories.
4. Select the Conditions you want to filter by for the particular search filed.
5. Add an OR Logic filter by clicking the + Add Filter button.

### **Step 2:** Add Nested Filters (Optional)

1.  Click on the **\+ Add Nested Filter** button.
    
2.  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)](https://jumpshare.com/v/yBrNDQAwVcwAGZKCHts6+/GIF+Recording+2025-07-16+at+9.27.42+PM.gif)

**Step 2: Add Nested Filters (Optional) (image 4 of 8)**

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….
- What this covers: 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.
- Controls: + Add Nested Filter, AND Logic.
- Next: 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.

Full procedure:

1. Click on the + Add Nested Filter button.
2. This filter works on the AND Logic.

### **Step 3:** Apply and Review Filter Results

1.  Click **Apply** to run the selected filters.
2.  Review the returned Sub-Accounts that match your criteria.
3.  If no results match, GHL Customer Care displays a message indicating that no locations were found.
4.  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)](https://jumpshare.com/v/7vhv6D9Z9MaLL00FoGPV+/Screen+Shot+2025-07-16+at+9.32.58+PM.png)

**Step 3: Apply and Review Filter Results (image 5 of 8)**

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.
- How to confirm: 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.
- Controls: Apply
- Next: 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.

Full procedure:

1. Click Apply to run the selected filters.
2. Review the returned Sub-Accounts that match your criteria.
3. If no results match, GHL Customer Care displays a message indicating that no locations were found.
4. 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.

1.  GHL Customer Care shows a clear visual indicator for number of filters that are currently active.
2.  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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079164528/original/SnNw_yySwSnxP4C_YBThldTTrpALyoC_tA.png)

**Step 4: Review and Manage Applied Filters (image 6 of 8)**

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….
- What this covers: 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.
- Next: 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.

Full procedure:

1. GHL Customer Care shows a clear visual indicator for number of filters that are currently active.
2. You can remove or adjust filters with a single action to refine results more efficiently.

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## **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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079166007/original/7xVFOAzcfvKoZ1gJKqL1LRB5WJtVu0kpUA.png)

**Agency Sub-Account designation on the Unlimited Plan (image 7 of 8)**

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.
- What this covers: This feature applies to agencies on the Unlimited Plan ($297).
- Fields: Identify the main sub-account used for onboarding
- Controls: Unlimited Plan ($297)
- Next: Bulk actions allow agencies to efficiently manage multiple sub-accounts at once, reducing repetitive manual work.

Full procedure:

1. Identify the main sub-account used for onboarding
2. Use a consistent system-backed signal for setup and progress tracking
3. Review status changes with audit visibility
4. Support programmatic onboarding workflows through API-based management

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## **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 **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.  
    

![Bulk Actions for Sub-Account Management (image 8 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079165598/original/hMocgpGKtkwWYh_Q0YK7YenVHlcwaNeoUw.png)

**Bulk Actions for Sub-Account Management (image 8 of 8)**

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?
- What to choose: 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.
- Controls: Select, all, Enable Rebilling, Bulk Action History
- Next: Q: Is the new Sub-Accounts List available to all GHL Customer Care users?

Full procedure:

1. Use checkboxes to select individual sub-accounts or click on the Select all check box.
2. Once you have selected desired sub-accounts, the Bulk Actions appear on top of the list.
3. You have four bulk actions available: Pause Sub-Account, Setup Calendars,Enable SaaS Mode and Enable Rebilling.
4. Click on the Bulk Action History (Clock) icon to see previous bulk action logs.

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## **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.

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## **Related Articles**

-   [Getting Started - Agency Launchpad Overview](https://docs.ghlcustomercare.com/docs/agency-view/agency-launchpad/agency-launchpad)
-   [Agency | Managing user roles & permissions](https://docs.ghlcustomercare.com/docs/settings/user-settings/how-to-manage-agency-user-roles-and-permissions-in-ghl-customer-care)
-   [Agency Dashboard for Rebilling](https://docs.ghlcustomercare.com/docs/agency-view/agency-dashboard/agency-dashboard-for-rebilling)
-   [Understanding the Agency Owner Role in Your Agency Account: What You Need to Know](https://docs.ghlcustomercare.com/docs/settings/user-settings/understanding-the-agency-owner-role-in-your-agency-account-what-you-need-to-know) [](https://docs.ghlcustomercare.com/docs/settings/user-settings/how-to-manage-agency-user-roles-and-permissions-in-ghl-customer-care)

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com