Distribute custom account configurations at scale by applying an account template to any filtered set of companies directly from the CRM.

Customized configurations, applied at scale

Partners managing large books of business can now filter companies in the CRM, select all, and apply an account template to the entire group in a single action.

Whether you customize configuration of client CRMs, AI employees, automations, and more to suit a certain industry vertical, such as automotive dealerships, and apply those settings to all your auto clients in a few clicks.

Learn more about Account Templates

Why it matters

For a partner onboarding dozens or hundreds of new businesses a week, manually applying templates one account at a time doesn't scale. This update replaces manual group management with a single bulk action.

Who it's for

• Partners onboarding large volumes of new businesses who need consistent account setup at scale
• Agencies organizing accounts by vertical, package, or other filtered segments
• Teams that export CRM data regularly for reporting or account management outside the platform

How to get started

1. Go to Partner Center > CRM > Companies
2. Apply the filter that defines the group you want to update (for example, by vertical or tag)
3. Select all filtered companies
4. Choose "Apply Account Template" and select the desired template

FAQs

Q: Does applying a template in bulk overwrite existing account settings? A: The template applies the same way it would for a single account; review your template's configuration before applying it broadly to a filtered group.

Q: Is there a limit to how many accounts I can update at once? A: This is designed for large filtered sets; if you hit any limits in practice, reach out to your Account Manager.

Q: Can I filter by more than one criterion before applying a template? A: Yes, any filter you can build in the CRM company list can be used to select the group before applying a template.