CRM

I’ve noticed an inconsistency between the custom field names used in automations and those defined in the “Business Profile,” which creates confusion during workflow setup. For example, within a workflow, selecting Account → Address Line 1 inserts the value {{location.address}}. However, this value corresponds to a field labeled “Street Address” in the Business Profile. This mismatch in naming conventions applies across multiple fields. Additionally, it is unclear why selecting Account fields results in values prefixed with {{location...}}. The term “location” appears to refer to the Business Profile, but this relationship is not explicitly explained. This adds another layer of confusion, as users must mentally map “Account” fields in automations to “location” variables and then to differently named fields in the Business Profile. Because of these inconsistencies, it becomes difficult to understand what data is actually being referenced when building workflows. This often leads to unnecessary trial and error to verify outputs, which slows down the process and makes it harder to confidently select the correct fields from the start. Improving naming consistency across the platform—or clearly documenting and aligning how “Account,” “location,” and Business Profile fields relate to each other—would significantly improve usability and reduce the need for repeated testing.

Allow for a preview of images of an email that is sent to a recipient's inbox from GHL, like hotels.com does, for example, image attached. Should help improve CTR's/Engagement

Currently the platform defaults to the the launchpad. We want to be able to control where they land, ideally by the saas plan itself. This will help us land them on a custom menu link or other page that can help onboard our clients faster.

Please add Bulgarian language in all aspects of GHL so my colleagues can also utilize the platform. I cannot expand the full capabilities of GHL as there is a language barrier… Also phone numbers for Bulgaria are insanely expensive, would be great if we can move our phones to GHL without breaking the bank

Description: Currently, when a contact record is opened within the platform, the back button behaves as expected and returns the user to the previous page (e.g., Contacts list). However, when the same contact is opened via a direct URL in a new tab, the back button follows the browser history instead of returning the user to the platform view. While this has been confirmed as expected behavior, it creates a confusing and inconsistent user experience. Problem / UX Impact: Users do not differentiate between how a page was opened (in-app vs direct URL) The back button behaving differently feels unpredictable This can disrupt workflows and navigation, especially when working across multiple tabs It creates the impression that the platform navigation is broken or unreliable Requested Improvement: We request a more consistent navigation experience, such as: Ensuring the back button always returns users to a logical platform page (e.g., Contacts list), regardless of how the contact was opened or Providing a clear in-app navigation fallback (e.g., “Back to Contacts”) that behaves consistently Additional Context: This has been raised as a UX concern and should be considered for improvement, even if technically working as designed.

We need to be able to put custom labels on phone numbers for our contacts. It is limited to what we can do right now, thanks!

When choosing an appointment goal, it only allows us to choose ONE calendar and not a calendar group as an option. It seems it would be helpful to either have a calendar group selection AND/OR allow us to select more than one calendar: https://somup.com/cOnY2vWan1

When sending SMS messages, recipients currently see the number displayed in the +1XXXXXXXXXX format (e.g., +12179876543), which can appear less familiar and potentially reduce trust. Would it be possible to display outbound SMS numbers in a more standard U.S. format, such as (217) 987-6543, to make them look more natural and recognizable to recipients?

Please add an "Opportunities" tab on the right pane along with Activities, Tasks, Appointments, etc. We should be able to see the Opportunity Cards with the with detail like we see in the Pipeline. I would be great to be able to click the Opportunity and make quick edits with leaving the contact page. In my case, clients may have multiple Opportunities for different projects. The current view on the left under Actions provides zero visibility into which Opportunity I should click on (it only hows the stage and pipeline) and I'd have to scroll through all conversations in the Central Pane to find the right opportunity in the middle of all email communications. One would think Opportunities would appear under the Associations tab... but it's hidden in the Action section of the left pane. So from the Contact window, you have to scroll down the left pane, then click "Opportunities" to open the tab. Please make this happen!

ASK: Add Static Lists as an option. WHAT ARE THEY: Static lists include records that meet a set of criteria when the list is saved. Static lists do not update automatically, so new records that meet the criteria will not be added to the list. Records can be manually added and removed from static lists. CURRENT STATUS: The only way to group contacts into a "list" is dynamically with a tag or field. THE ISSUE: If you want to keep that contact in that "list," you have to ensure that you persist that tag or field, which causes CRM clutter. ENHANCEMENT: Having the ability to set up Static (non-dynamic) lists that we can simply place our customers in enables us to maintain a cleaner CRM and provides clarity. To go along with this, we can have a workflow that adds a contact to a static list and removes them from a static list based on behavior. This person can be a part of multiple static lists. USE CASE: Examples of when static segments should be used include... 👉 Setting up a list of people from a networking event you attended. 👉 Setting up a list of people who filled out a specific form 👉 Quickly create a list of contacts you want your outbound team to reach out to 👉 Flexible list management without tag clutter 👉 Create a group of contacts or companies that you do not want to change 👉 Manually adding records to a workflow. 👉 Sending one-time email blasts, email campaigns that you don't run often, and for a group of contacts that doesn't change (e.g., event attendees, staff segments for an internal newsletter, or segments from a trade show). 👉 Manually grouping records that may not have shared attributes or behavior. 👉 Segmenting to bulk-delete records from your account. plus many more.. SUMMARY: Having the ability to choose to create a Static AND Dynamic Smart list would improve data control and user experience by create easy segmentation options.