[Company Records] Separate "Companies" from "Contacts"
planned ( q2-22 )
Currently you can add a company to a contact, however the problem comes when you have multiple contacts who work for a company. We have to add ALL of the company related fields repeatedly which is tedious! We should have a "Companies" tab under "Contacts" where we can add a company and all it's fields, then when we add a contact we can simply search from existing companies. This is basic functionality on ALL CRM out there. Please work on this 🙏. Thanks!! HIGHLVL-I-2809
Allow drop down selection of contact/opportunity source when manually entering
Currently when inputting source manually we can get multiple versions of the same lead source depending on spelling or capitalization. When we look at the report for source it gets a bit messy and we have to manually add/subtract the correct numbers. HIGHLVL-I-5789
Having multiple contacts per opportunity.
Hello everyoneI'm sure many of the people using this AMAZING software are talking to multiple people that are attached to one deal. For example:Husband and wife might be looking into buying a house. There might be 3 decision makers working at a law form that need to be contacted.There could be people that need to be contacted after the deal is closed to start the working process.It would be massively valuable to be able to have multiple contacts that can be attached to one deal such as Hubspot, Pipedrive, and Zoho do.I am proposing the fine people of High Level add the ability to have multiple contacts on one deal to help everyone and their clients keep track of all the people associated with a potential transaction. HIGHLVL-I-2230
Ability to have Multiple Assigned Users
It would be nice to have the ability to have multiple assigned users to a contact. There might be a salesperson or producer for the contact and also a CSR or service person associated with them as well. HIGHLVL-I-6221
Show time data when tags are added or removed on contact activity
I have setup my own unsubscribe workflows by tag, and I'd like to keep track of when a contact subscribes or unsubscribes via when tags are added. Also this will help with segmentation to keep track of when they become part of another segment, as I have a lot of cross selling between segments.
Multiple numbers per contact
When doing outbound marketing we typically have phone numbers for the main line, but then we find their direct lines or personal cell numbers. Can we get a feature to have multiple numbers/contact and allow us to then label them please? HIGHLVL-I-1206
Persist Data Entry Between Contact, General Info and Additional Info Panels on the Contact Record
Would love it if when moving from Contact to General Info it wouldn't delete what I have typed in. Instead it seems I have to Save it first and then move to the other panel. Use case is I'm filling out their info from the call recording. Does it have to clear it out? Could it just keep it there and then at the very end I could hit Save? The different workflows panels persist the data across the tabs. The URL structure changes from tab to tab ..../workflow/a67cae3c-4014-428d-aaf4-bd8ef1a8eba1/settings
Ability to block a contact from calling or texting my Twilio number.
Sometimes I get calls or messages from someone who is apparently reaching out to the previous owner of the Twilio number. Sometimes it's spam, sometimes it's a real human, like an ex. In some cases they are going quite insane, and refuse to believe that they have the wrong number. So I'd like the ability to block incoming calls and/or SMS messages from specific contacts. Thank you. HIGHLVL-I-3344
Make a Custom Value that can be used as a clickable link
When uploading contact data and having a URL (Facebook Page, LinkedIn profile URL, etc.), the URL is only added as text and not a clickable link. It would be nice to have a value for URL and make the URL clickable. HIGHLVL-I-821
1 contact assigned to a TEAM/multiple user
It would really help us if we can assign a contact/lead to a TEAM (a group of user) that can only see the leads assigned to the team and not to someone else. The purpose of is for example, a 5 sales person can see all leads/contacts in 1 county and another 5 sales person can see all leads in another county but they should not be able to see the other counties not assigned to them. HIGHLVL-I-3478