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CRM

Helpdesk / Ticketing

For our clients, when thinking of a CRM a helpdesk / ticking feature would help make GHL a full service CRM System similar to Hubspot. HIGHLVL-I-2584

under review

White Label CRM Training Videos!

planned

Add gamification elements to consumption of course content

Award points based on completion of specified goals (i.e. successful completion of quizzes). Points could translate to earning badges or certificates or other prizes). Include a leaderboard to promote friendly competition. Add ability to unlock course content based on achievement of points, badges, etc. MEMBER-I-38

planned

After merging contacts, old contact IDs should redirect to new contact ID

If I bookmarked or otherwise linked to https://app.gohighlevel.com/v2/location/123/contacts/detail/ABC888XYZ but then I merged this contact ID ABC888XYZ with contact ID IXOJpajf and chose the latter to be the primary, then my link no longer works. It should be redirected to the new/current/merged-into contact.

Upload custom Fonts

The fonts claim to use google fonts but I have noticed that not all are on there. It would be handy to be able to have a feature where we could upload custom font folders so that we can have more control HIGHLVL-I-3635

LinkedIn Connection Messaging In Workflows

It would be awesome to get LinkedIn connection requests and messaging as a feature in workflows.

Need to be able to rename tags

Right now when you change a tag name it is deleted from all workflows. Not good. The tag should stay and just assume the new name. If I want to delete a tag I'll delete. Your rename is acting like a delete/readd, not a rename.

Subscription Center - unsubscribe options for subscribers

Many bulk email platforms have a "subscription center" that people are taken to when unsubscribing. It lets the subscriber choose which campaigns to unsubscribe from, or system emails, or all. Right now it's a very aggressive DND option which leads to a lot of unintentional unsubscribes from things they still wanted such as invoices and appointment alerts etc.

upcoming

Email Parser to create contacts from inbound email leads (Similar to Follow Up Boss)

This is SUPER importnant for real estate agents as they receive leads into their emails from many different sources. One of the main reasons a lot of agents will not come over to my GHL CRM is because they need to manually enter every lead they get into the crm from their email. Follow Up Boss allows this and would be crucial for this CRM

Why a small pop up when adding a contact instead of just making a blank contact and letting us update all fields

See screenshots, The popup only lets us edit 4 out of my 40 fields I want filled in. It's such a waste of time to enter in 4 lines (that doesn't even include their company) and then need to wait on smartlist to update so I can click on the contact and then fill in everything else. Why not just click Create new contact, and it takes you to a FULL CONTACT PAGE that is simply blank. Allow us to fill in anything we want and then save it in one go.

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