Automatic transfer contacts from one subaccount to another
M
Morten Wolter Andersen
When a subaccount is added to a subaccount an automation to transfer it to another subaccount should be possible.
We use GHL as a brand and do marketing from 1 subaccount.
When people book an appointmen on 1 subaccount and sign up for marketing we need them to transfer to the "main" subaccount where we do our marketing from now.
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K
Keith Besherse
Shivam HighLevel, Sales & Marketing, Core Platform.
Who is screening these suggestions?
Morten Wolter Andersen, you are only one month late: https://help.gohighlevel.com/support/solutions/articles/155000001034-how-to-copy-contacts-from-one-sub-account-to-another-sub-account-
M
Morten Wolter Andersen
Keith Besherse Im obvious not the only one that cant find them all...
But thx for tag!
K
Keith Besherse
Morten Wolter Andersen, yep. No worries. A very valuable capability for sure! My business is already smoother because of it.
J
Jean Marc Dieu
We have some use cases where we use different sub-accounts for the same client and being able to transfer contacts across sub-account (e.g. using a workflow) would be helpful!