Assign user to contact during "add contact"
A
Ali Turner
We need to be able to assign a user to the contact as the contact is added, either with a field on the add contact pop up, or with workflows. Right now, the assign user action in workflows only lets us select a specific user, not "the user that added the contact" dynamically based on who's adding.
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T
Tate Smith
needed ASAP
J
Josh Glenn
In my opinion, this is more than a needed feature. It is one of the first pain points anyone has who uses GoHighlevel with a team.
Here's an example:
- User 1 calls prospect
- A contact gets created
- Contact calls back
- Another member of the team answers the call, not knowing anything about the previous call from the other team member
It's messy.
P.S. - The contact says it was created by MOBILE USER. We need to be able to assign a contact to the person who dialed the call. Which means we need to know programmatically in the workflow who made the first contact with the contact
J
Jon Blacksmith ADMIN
This should also be part of importing contacts as well:
K
Keith Besherse
Assign to User action in workflows should have a "Current User" option.
Shivam HighLevel, Core Platform, Sales & Marketing
P
Patti Sampson
YES!!! As an agency owner sharing workflows, opportunities, etc. to the subaccounts, we have to count on the user to edit the workflows and add themselves before USER fields work anywhere in the system. And/or give us a drop down option at the workflow level that will allow us to add the Location Owner. This is SO NEEDED!
J
Jon Bowerman
Not having this causes a major error in the system. Users add a contact and if they don't remember to assign to themselves, the contact is not available when adding an Opportunity which cause a duplicate contact error.
J
Jesse Hiatt
This is really need.