Ad Reporting and Attribution

The GHL needs teams now — or risks being replaced by platforms that offer them.
Objective: Improve metric tracking, lead distribution, and internal communication among user groups within the platform. Current Problem: Currently, GHL only allows the addition of individual users without the ability to organize them into teams. This limitation impacts: Group Metrics: It’s impossible to analyze conversion rates, performance, or productivity by team (e.g., sales team vs. support team). Uneven Lead Distribution: Leads are assigned to individuals, not teams, which can overload some users while leaving others underutilized. Fragmented Communication: There’s no way to send targeted notifications to specific groups (e.g., alerts to the sales team about hot leads). Proposed Solution: Introduce a "Teams" feature within GHL, with the following functionalities: Team Creation Hierarchical Organization: Allow admins to create teams (e.g., "Sales SP", "24/7 Support") and assign users to multiple teams if needed. Customizable Permissions: Define access levels by team (e.g., sales team can edit pipelines, marketing team can only view reports). Team Metrics Custom Dashboard: View total conversion by team (e.g., how many leads from Team X became customers). Compare performance between teams (close rates, response times, etc.). Filter reports by team for strategic analysis. Automatic KPIs: Generate metrics like "Team Conversion Rate" or "Leads Assigned per Team" in charts and tables. Lead Distribution to Teams Automated Rules: Distribute leads evenly among team members (e.g., round-robin). Prioritize teams with lighter workloads or higher conversion rates. Assign leads based on tags or specific criteria (e.g., SP leads → SP sales team). Workload Balancing: Prevent overload by monitoring how many leads each team is handling. Internal Notifications by Team Targeted Alerts: Send real-time notifications to entire teams (e.g., "New urgent lead for the sales team"). Integrate with channels like Slack, email, or push notifications within GHL. Automated Reminders: Notify teams about pending tasks (e.g., follow-ups for unattended leads). Strategic Importance for GHL: Scalability: Larger businesses need to manage multiple teams without losing the big-picture view. Decision-Making: Team metrics help leaders identify gaps and reallocate resources effectively. Customer Experience: Evenly distributed leads are attended to faster, boosting satisfaction. Competitiveness: Platforms like HubSpot and Salesforce already offer this feature – GHL needs to keep up. Example Use Case: A marketing agency with 3 teams (Sales, Onboarding, Support) would use GHL to: Measure which team converts the most leads into meetings. Distribute 100 leads/day evenly among 10 sales reps. Send an automatic alert to the support team when a client opens a critical ticket. Technical Implementation Suggestion: Simple UI: Add a "Teams" section in the settings menu, with drag-and-drop user assignment. APIs for Automation: Allow teams to be used in workflows (e.g., "Send lead to Team X if tag is Y"). Integration with Existing Features: Link teams to pipelines, calendars, and campaigns. Why This is Urgent: Businesses are migrating to GHL for its flexibility, but the lack of team management limits its use for medium/large organizations. This feature would transform GHL into a truly competitive all-in-one platform.
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🛑 Major Privacy Breach in Two-Way Email Sync with Duplicate Contacts
The current behavior of the two-way email sync feature causes emails to be routed incorrectly when duplicate contacts are involved. This creates a critical breach of data privacy and directly contradicts the "Only Assigned Data" permission. 🔑 Key Issue: When two users have duplicate contacts for the same person, emails are not routed to the correct contact’s conversation. Instead, emails appear in the conversation linked to the wrong duplicate, exposing confidential information to unintended users. The affected user also cannot see the email in their CRM, causing operational inefficiencies. 🌎 Real-World Example: In a real estate team: Realtor 1 has a contact for Notary A, and Realtor 2 has a duplicate for the same notary for their own transaction. If Notary A sends an email to Realtor 2, it appears in Realtor 1’s conversation, violating confidentiality and rendering the email invisible to Realtor 2. ❓ Why It Matters: This flaw undermines the "Only Assigned Data" permission, which is essential for maintaining data security. It poses a significant risk to industries like real estate and legal services where data privacy is non-negotiable. It’s only a matter of time before this issue causes widespread user dissatisfaction and damages trust in Go High Level. 🛠️ Proposed Fix: Each contact already has a unique ID visible via the URL. Email routing should respect this unique ID to ensure emails are linked to the correct contact and assigned user. 🚨 Urgency: This is not a feature request; it is a critical bug affecting data confidentiality. Addressing this issue immediately will protect the integrity of the platform and avoid potential reputational harm.
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