Adding Lead scores for each customer action/engagement
This is very useful to identify best lead opportunities in seconds and even automate focus on them. We currently use in Active Campaign.I want to points every time a customer does something...they opened Weekly E-mail I sent = 20 points each open, they clicked on link in E-mail 40 points, they completed form on page link went to 60 points, they responded to Conversations dashboard 25 points ... etcThen in every contact profile their is a field where I can see a total of all their lead scores and using smart lists can sort by highest lead score first.This really enables us to see who are our most engaged customers and we very often find those with highest lead score, are the people that buy most...so if we can add simple lead values for different customer actions and display total in their Contacts...would be HUGE for helping us focus on most likely leads to become PAYING clients.Please vote for this.M HIGHLVL-I-1217
You need to have the ability to check our emails so that you can track conversation we are having within our email account. Watch our emails for addresses we have in our contacts and bring those into the CRM. Other CRM have this very important feature.
Ability to CC another email address in conversations
Sometimes you want to alert another team member regarding an email communication. Would be handy to be able to do this. HIGHLVL-I-6477
[Send as] All Users can pick from a list of verified email addresses for manual as well as automated outbound emails
planned ( q2-22 )
When any communication comes in, it is added to everyone's notifications. I know we can turn on the see only my data option but our team members need to be able to see information on other members leads/appointments. I have created automations which provide them notifications but of course these get lost in the barrage of other notifications they get. It would be great to have a "turn off automatic notifications" so that we can use our automations/workflows to determine who gets what notifications. I'd even be willing to provide the templates for those automations for others as this seems to be a big issue for many others I have talked to.
[Conversation Filters] All users can filter by Channel in the conversation stream
planned ( q2-22 )
Allow integration with personal Facebook Messenger with "conversations" in highlevel
We do social outreach and group outreach on facebook using personal accounts. We also use personal accounts to post items in marketplace for clients, but we want the clients to have the ability to respond via messenger to potential buysers through highlevel "conversations", as they don't usually have access to these accounts that we work on.Right now the only integration highlevel allows is through a page (business or community. These accounts we use are neither of those, and turning them into business or community accounts is impossible due to facebook asking for strict verification for business accounts. HIGHLVL-I-1392