Move contact between CRM locations/instances
under review
A
Adam Wallace
Our clients have multiple locations, but one main inbound phone number (a number pool). The recorded call creates a contact and opportunity in one location.
Currently, it's not possible to move all the contact data and recorded calls to another location, so the idea is to allow users with certain permissions to migrate the contact and associated records cleanly to another GHL instance. Bonus points for showing a confirmation link that takes the user directly to the new contact for additional editing.
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H
Hamish Nuttall
It would be great to be able to select the receiving sub account programmatically based on a custom field or tag
D
Dora Tarver
I would love this feature.
Core Platform
under review
N
Nicholas Daugherty
We currently do this with Zapier and API calls. It works, but it’s clunky. Would be great to have this native inside GHL, but I understand may present some privacy issues