Multiple owners
J
Josue Pena
We have a coaching program and we track our students in GHL. One student has multiple coaches, so we wanna be able to assign more than one owner to a contact so they all can get access to the student they have assigned.
HIGHLVL-I-2050
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S
Sales & Marketing
Merged in a post:
Add multiple agents to one contact
K
Kimberly Mojica SV
Add the ability to assign multiple staff to a contact and been able to assign roles as well as specific access to fields depending on the role.
S
Sales & Marketing
Merged in a post:
Ability to assign a lead to more than one person
M
Marla Harmon
Ability to assign multiple people to a lead so you VA, salesperson and project manager can get notifications. When you have more than one team, you need to be able to assign different people to every lead.
HIGHLVL-I-1488
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Samantha Wong Crunch Team
What is the workaround for this if it is currently not possible to assign a lead to more than 1 person?
C
Chris Ball
So agree with this. I have a workflow that I am building where I need to be able to assign different users to different roles on the contact. I want to be able to create custom field type 'User Contact Role' then be able to have that prepopulate the options with my users.
I need to have Roles like [Admin] [Sales Support] [Consultant] each are specific to the contact.
Finally these Contact Roles need to be available in the Workflow so that I can assign tasks to them in the Dynamic Role i.e. send to [Admin] or send to [Sale Support]
This is game changing for workflow management. Also for communications were a stage maybe completed, the [Consultant] needs to know but the [Admin] as the task to do...
This actually opens up a whole new sector of the market beyond just marketing when it comes to CRMs
J
Jeff Liesener
I agree - there is a similar request here - can these be merged? https://ideas.gohighlevel.com/contacts/p/multiple-ownership
A
Ammon Allen
This is a must, we often need this when assigning a training case e.g. Trainer and Trainee are working together with a client.
S
Sheikh Mishu
I was looking for a group conversation between 1 contact and multiple team members. Currently I can assign only 1 team member to 1 contact and they can communicate right? I want multiple team members to be able to communicate to 1 single contact. And I want to restrict those team members to that contact only. So essentially it’s multiple assignment functionality.
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Scott Hunt
Yes! This is also so important for the privacy of a contacts info!
J
Josue Pena
I definitely need this!! Really important to keep quality control, and have just 1 admin account, and then managers who oversee the rest of the operation without having full admin control over everything
B
Blake Singleton
Along these same lines, being able to assign tasks to mulitple people. Just being able to assign more than one person to pretty much everything.
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