Vendasta now allows partners to apply account templates to hundreds of accounts in a single action directly from its CRM. Users can filter companies by criteria such as industry vertical or tag, select all matching results, and apply a preconfigured account template to the entire group at once. Templates can include configurations for client CRMs, AI employees, automations, and other settings. The feature is aimed at partners onboarding large volumes of new businesses who previously had to apply templates one account at a time. Agencies organizing accounts by vertical or package tier and teams that manage reporting outside the platform also stand to benefit. To use the feature, partners navigate to Partner Center > CRM > Companies, apply filters, select all, and choose "Apply Account Template."
Source: https://roadmap.vendasta.com/changelog/apply-account-templates-to-hundreds-of-accounts-in-one-action