Enhanced Client Portal Access to CRM and Opportunities
A
Asaad .
Dear GoHighLevel Development Team,
I would like to suggest a new feature that could significantly enhance the client experience on the platform. The idea is to allow clients to access their own data through the Client Portal, specifically enabling them to view their CRM records, including opportunities and their current statuses.
This would be extremely valuable for agencies and service providers who want to maintain transparency with their clients and improve communication regarding sales pipelines, project progress, or service status.
Key Benefits:
Clients can monitor the status of their opportunities in real-time.
Improved collaboration and trust between businesses and their clients.
Reduced support inquiries, as clients can self-check updates through the portal.
This feature can be implemented with controlled visibility, ensuring that each client only sees data relevant to their own profile. Ideally, agencies would be able to configure which fields or pipelines are visible.
Thank you for considering this request. I believe it would bring significant added value to both agencies
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