Contact Activity Panel
under review
A
Amrit Dhanraaj
Hi all, When we drill into a contact the activity columb/tab on the right shows their digital footprint on the webpages. If it can include also all the emails they opened and clicked on things that would be amazing. Active Campaign already has that ability. Having that UX/UI I feel is mich needed to make the CRM/Contact managing component in GHL even better.
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J
JP Maroney
This tab is pretty much useless right now, but could be AMAZING!
We should see (LITERALLY) ALL activity related to the associated contact:
- Calls (inbound / outbound)
- SMS
- Emails
- Updates, changes, removals
- Pages visited (I get this is already happening)
- emails opened
It should essentially be a user friendly "audit log" that ALSO has the ability to FILTER what you see.
notifications unmonitored-address
I'm found this googling how how to accomplish. How is this CRM supposed to work if we can't add activity?
D
Dante Kelly
The ability to use an API to add contact behavior would be an absolute game changer. This is needed ASAP.
E
Eric Oliver
REALLY want this ability! This ability would allow us to use API to track contacts' behavior anywhere (as long as we could pass an event to the API). Tie this into your Zapier integration and then WOW would this become an insanely powerful CRM.
J
Jack Arturo
+1. At the moment we're looking into creating Notes over the API to track activity but it would be much better if we could add events to the activity feed directly.
N
Nate Griffith
It would be nice if activity tab showed all activity (notes, tasks, appointments, etc)
S
Steve Gubb
yes this is a must i really miss this coming over from pipedrive
H
Henry Gilliam [Agency]
Yes! This is the single most serious shortcoming of the CRM, if you are a sales person, or anyone dealing with customers and prospects. We need to see ALL types of activties integrated in one chronological timeline (sortable by most recent or oldest). Default should be All kinds of activities in timeline including: Activity (as currently shown), Tasks, Notes, Emails, SMS, and a new kind of user-generated activity so we can log phone calls and conversations, or visits, or documents sent, or sales, etc. I want my entire history with my customer on view at glance. Or to filter and see just the sales transactions, etc.
Core Platform
Merged in a post:
Read receipts for emails in Contact view
J
Jeffrey Stilwell
In other CRMs I've used I was able to view when an email was read by the recipient, as well as how many times and the most recent date/time it was opened. See screenshot below...This found be GREAT to be able to quickly and easily see that when viewing a Contact's communication history.
HIGHLVL-I-4316
v
vikrant malik
it would be great to have this feature , that we can track from sending email to their clicks in email body and then from there the funnel foot prints (with all funnel pages they visited) will give more insights and help with more detailed information so it can be tracked and closed accordingly.
J
Jason Tonioli
vikrant malik: One of the best features as a sales person is when you can get a notification text or email that tells me someone just opened a proposal or email that I've sent. Makes it an easy phone call to follow up right away. Would be great to have a trigger from this.
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