Contact Data Protection Mode (Masked or Action-Only View)
F
Fayad Jaber
We need a secure way to hide or fully mask client phone numbers and email addresses from sales agents inside GoHighLevel, to prevent internal data leakage, unauthorized copying, and lead theft.
Problem:
Currently, sales agents can directly view:
Full phone numbers
Email addresses
Copy contact data freely
This creates a serious issue:
Risk of lead theft
Data leakage to competitors
No control over sensitive patient/client information
Compliance risks (especially for healthcare / medical businesses)
🎯 Requested Solution:
We need a new permission-based feature that allows account admins to:
- Mask Contact Data (Basic Mode)
Phone numbers shown as: +90 ** 42
Emails shown as: j***@gmail.com
Copying disabled
Agents can still:
Click to call
Click to email
Use WhatsApp / SMS buttons
- Action-Only Mode (Preferred)
Agents DO NOT see any raw contact data at all.
Instead they see:
📞 “Call Client” button
📩 “Send Email” button
💬 “Send SMS / WhatsApp”
System executes communication without revealing data.
- Permission-Based Reveal (Admin Controlled)
“Reveal Contact Info” button
Requires admin permission or password/OTP
Every reveal action is logged:
User who accessed it
Time
Reason
- Audit Logging (Required)
Track:
Calls initiated
Emails sent
Attempts to copy data
Contact reveal events
🔐 Why This Is Important:
This feature is critical for:
Medical clinics & healthcare agencies
High-value lead businesses
Agencies with distributed sales teams
GDPR / privacy compliance environments
Preventing internal lead theft
🏥 Use Case:
We run healthcare and medical tourism campaigns where each lead is extremely valuable. Agents should be able to work the lead without ever seeing raw personal contact data.
💡 Expected Outcome:
Stronger data security
Reduced internal fraud risk
Better compliance
Increased trust for enterprise clients using GHL
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