MULTIPLE PHONE NUMBERS
We need the ability to enter multiple phone numbers in a contact profile. We need to be able to select which number we want to text. I have a clientele base that have 2 or 3 lines I need to be able to text them on. I have to save numbers in their notes and then have to copy and replace the new number I give them. It would be nice just select home, office, cell, other like every other crm has.
Better UI for Conversations
Right now the UI in conversations is confusing. Here are two improvements that will help us and our clients: Make it more clear what channel a message was sent from. The current icons that show the channel are small and not specific. Make email threads easier to read and understand. The current system for email threads is clunky and unintuitive.
Ability to create groupchats on SMS
One feature that could greatly enhance our ability to communicate with clients and prospects is the ability to create group SMS chats. While multiple users can currently send SMS messages to a single contact, having the option to initiate a group chat would enable us to easily coordinate with multiple individuals and increase our chances of making meaningful touch points during the sales process. By integrating this functionality into our CRM software, we could streamline our messaging efforts and improve our overall efficiency.
Ticketing System & Incoming Email For Outlook & Gmail
Please enhance the 2-Way email sync so that incoming email will sync with High Level. This is really important for a true 2 way email sync with outlook or gmail. Adding this will also allow High Level to work as a ticketing system.
Add option/filter to separate SMS, FB Messages, Email in conversations (incl mobile app)
Add tabs in (especially mobile app) conversations to filter between FB messenger, email and SMS messages. This is important for constant FB messages coming in daily and our trigger campaigns getting lost in that noise. If we can simply filter out and see our SMS/emails only it would be much easier for clients to be able to keep on top of leads. HIGHLVL-I-1165
Download SMS Conversations
For my industry, it is required that SMS be documented for compliance purposes. In order for me to fully implement GoHighLevel, I need to be able to download the SMS conversations for each prospect. Please provide this update as it will greatly enhance my business. HIGHLVL-I-465
📍Number of "unread" messages in conversations menu bar
The clients and ourselves shouldn't need to open and refresh the "conversations" from the left side menu to check if there are unread messages. Next to conversations it would be great if there could be a number highlighting either how many unread messages you have or that you currently have unread messages, so to prompt you to go in there. This is a very basic feature for any platform that has conversations or messages so hopefully the team at GHL agrees :) See my beautiful picture, handdrawn.
Sort - Contact Conversation default Most recent on top
Create the ability to choose a default sort view for contact conversations where the most recent communication is on top so you don't have to scroll down through the entire history of a conversation to see the latest communication.