T
Theresa Benson
Provide a mechanism for "Selective Email Syncing" or a "Privacy Filter" for integrated Gmail/Outlook accounts to prevent sensitive executive communications (HR, legal, financial) from being visible to staff members within the Conversations tab.
Currently, the 2-way sync is an "all or nothing" feature. For Managing Directors and business owners who use their primary email for both high-level operations and sales:
Privacy Risk: Staff can see confidential emails regarding payroll, disciplinary actions, or sensitive company strategy.
Compliance Issue: It creates a potential GDPR or internal data privacy breach when unauthorised employees have access to executive-level correspondence.
Workaround Friction: Disabling sync entirely breaks the utility of the CRM for the MD, who still needs to track sales-related leads.
I suggest implementing one of the following:
The "Inbound Forwarding" Method: Provide a unique, system-generated "Forwarding Address" for each user. This allows the MD to manually forward specific sales threads from their inbox into GHL without syncing the entire account.
Folder-Based Sync: Allow users to select only specific Gmail labels (e.g., "CRM Leads") to sync with GHL, rather than the entire Inbox.
Permission-Based Visibility: A toggle in User Settings to "Keep My Conversations Private," where only the account owner or specific admins can view that user's email threads, even if they are linked to a contact.