CRM

I'd like for notes to show up in the conversation thread the same as internal comments do, as well as have them customisable like sticky notes, colours, styled, etc. Additionally, have the ability to do so via API

If someone came from Instagram, where does it link me to view their profile? Support Ticket# 6152089 confirmed that it does not: > When a contact comes from Instagram Lead Ads, their source is tracked in HighLevel, but we don't store or link directly to their Instagram profile URL. Here's where you'll find the Instagram connection info: > Open the contact's detail page (like the one you linked) and scroll down to the Contact Information or Source section — you'll see "Instagram Lead Ads" listed as their source. This tells you they came through that channel, but HighLevel doesn't pull in a clickable Instagram profile link automatically. > If you need to reach out to them on Instagram, you'd typically use the phone number or email captured in the lead form to search for them manually on Instagram, or reference any Instagram handle they may have provided in the form fields.

It would be fantastic to have the capability to add attachments (such as photos or doc files) to the notes and make this section more feature rich.

Imagine if Opportunities view and Conversations view had a baby. Then their baby had a baby. Merge Conversations and Pipelines into One Unified Workspace Conversations and Opportunities often represent the same customer interaction, but HighLevel currently treats them as separate systems with independent statuses. Users recreate the Conversations inbox inside pipelines because they need visible stages, drag-and-drop organization and additional opportunity information. Pipelines, however, lack the simplicity and familiarity of an inbox. Could HighLevel treat Conversations and Pipelines as two views of the same workspace? Proposed views: Inbox: Optimized for reading and replying, with Unread, Recent, All and Starred filters. Pipeline: The same contacts and conversations organized into customizable stages. Split: Pipeline stages and the selected conversation visible together. Shared functionality: • Conversation status and opportunity stage become one shared, customizable status. • Moving a pipeline card changes the stage shown in Conversations. • Changing the stage from a conversation moves the pipeline card. • Inbox cards display opportunity value, stage, source, assignment and other pipeline information. • Pipeline cards display unread status, starred status and the latest message. • Opening a record from either view displays the same conversation, contact and opportunity information. • Unread and Starred remain message indicators, not separate workflow stages. • Starred conversations remain visible in the inbox until manually unstarred. • Global Unread and Starred counters remain visible in the navigation or header throughout HighLevel. The recently added conversation slide-in within Opportunities is a strong first step. Combining these areas into one workspace would eliminate duplicate statuses and reduce the workflows currently required to keep Conversations and Opportunities synchronized. The attached UI concept shows how the Inbox and Pipeline views could share the same records, stages and conversation information while preserving the important functionality of both areas.

What we're asking for: Bold/italic and background color options at the individual field level, set once in the field editor (Settings → Custom Fields), similar to conditional formatting in a spreadsheet. This reuses infrastructure you already have. Bold/Italic/color-picker controls already exist in your text editor toolbar and the unified color palette shipped for the funnel/website builder — this is applying that same, already-built control set to field labels, not building a new formatting engine. What this is NOT asking for: Not a rich-text/WYSIWYG editor per field, and not conditional/rule-based formatting logic — just a manual bold/italic/color toggle set once per field. Impact: a visual cue lets a rep spot the field that matters at a glance, without breaking eye contact or conversation flow to read every label.

It would be very important to add search or filter functionality when typing inside the GHL Dropdown and Multi-Select fields , especially when these fields are used internally in contacts and opportunities. Nowadays, when a field contains a large number of options, the user has to manually scroll through the entire list to find the value they need. This becomes very impractical when managing hundreds of options, such as products, services, locations, categories, professionals, and others. The expected behavior would be very simple: Click on the Dropdown. Start writing. Automatically filter the options based on the text entered. Select the corresponding result. GHL already uses dropdowns with search in other parts of the platform, so it would be very useful and easy to extend this same behavior to Custom Fields of the Dropdown and Multi-Select type. The lack of basic functionality, such as being able to search through an extensive list, causes uncomfortable situations in front of customers.

One feature that would take GoHighLevel to the next level for me is more detailed open tracking for one-to-one emails sent through a connected Google Workspace account. HubSpot, Zoho CRM and several other CRM platforms already provide this functionality. They show whether an individual email has been opened, how many times it has been opened, when it was opened and can send app or desktop notifications when this happens. The value is not simply knowing that an email was opened. The pattern of activity helps guide the right follow-up. For example, if someone opens an email once and replies immediately, no further action is needed. However, if they open it several times without replying, that may suggest they are interested, reviewing the information or have questions. That gives us a reason to follow up at the right time. I have also had leads reopen an email several months later. Receiving a notification at that point creates a genuine opportunity to reconnect while their interest may be active again. In my business, we often need to move quickly. Clients may be making time-sensitive finance or property decisions, so having visibility over when they are engaging with an email can make a real difference. It helps us respond faster, prioritise follow-up and avoid missing opportunities. It would be particularly valuable if GoHighLevel could provide: * The total number of opens for each one-to-one email * The date and time of each open * Real-time desktop and mobile app notifications * Tracking for emails sent from within the CRM through Google Workspace * Clear visibility of this activity within the contact record GoHighLevel already has excellent automation, SMS and pipeline functionality. Adding this level of individual email engagement tracking would make it even stronger for sales teams and professional service businesses. This is currently one of the main reasons I am considering remaining with HubSpot, particularly when competing platforms such as HubSpot and Zoho CRM already offer it.

It would be VERY helpful to allow the "Log-In As" feature for Sub-Account Admins to their Staff. The allows even more oversight for the Admins of the Sub Accounts and easier editability.

For the true sales people that use GHL this would be groundbreaking. Think how simple it would be to record a note verbally instead of typing notes on a phone in the car. The NOTES listings woould display both text and audio notes. The audio notes would have a play button to listen. To really hit the ball out of the park and ai could trancribe the notes too. But the recording is the ticket.