Bulk Actions

Send emails to clicked vs. not clicked, opened vs not opened, etc

I want to be able to send a follow up email to those who did NOT click on a previous campaign, or at least be able to create a list based on whether or not a contact clicked or did not click on a campaign.

Bulk Create or upload Custom Fields/Values

When setting up a new account that is not included in a snapshot, manually entering and creating custom fields/values is a long an tedious process. If there was the ability to upload a CSV or to bulk create these it would save a lot of time.

Bulk Assign actions/updates to Contacts in Smart Lists

Bulk Assign Contacts in Smart Lists to Specific Users.In Contacts and Smart List I'd love the ability to select specific contacts and perform an action on those list update a field, assign to a user, add to a campaign, add to an opportunity etc. This would be similar to how we add tags in bulk. HIGHLVL-I-1744

Wipe a subaccount

I want to be able to bulk delete everything in a subaccount if the wrong snapshot was added.

Bulk Delete Workflows

Add an option to delete multiple workflows at one time. I have 30 workflows that I want to delete and there is no other option than deleting one by one. Very time consuming. I need to do this in 15 sub accounts which is a complete waste of time doing this one workflow at a time.

Subscriptions from Stripe to GHL

I'm wondering is its possible to bulk migrate our Subscriptions & customer payment methods that are currently in Stripe over to GHL, or if we will need to do this one at at time.

Delete Call Recordings in Bulk

I want to be able to delete all recorded calls in case I turn off the ability of recording them. HIGHLVL-I-2507

custom fields editing and updating

Would be great if we could update custom fields for forms and contacts. For example, single line values to multi lines, checkboxes, etc.

Consolidate 2 Sub-Accounts

This may be a once in awhile type thing or a never for some agencies. However, I ran across an issues the other day where I needed to consolidate 2 sub-accounts that were both part of the same agency and there wasn't a way to easily select all the contacts and merge/copy over to the other account without exporting and re-importing. Would be a great add-on if possible. This way all tasks, notes, etc. would be moved as well.

Apply Same Features For Custom SMS/Email Providers As Mailgun

Currently, with a custom SMS or Email provider, bulk actions do not work (i.e, from the contact page you cannot bulk send an email or SMS using a custom provider. Also, email/SMS reply triggers do not work currently for custom providers. With the newest API update, users can bring their own Email and SMS provider (including Gmail, which has been a highly requested feature for a while), but they cannot use all of the native functions of the CRM with the custom provider because it won't recognize it. This would be a minimally labor-intensive task that could be accomplished quickly and would greatly benefit the entire community!

under review

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