CRM

This request has three parts, all about making HighLevel's tables work the way Notion's do. PART 1 - Sortable sub-account table In the agency sub-accounts table, I want to click any column header to sort the table by that column. Today the table shows columns like sub-account name, plan, and last login, but I cannot sort by "last login" (or most other columns). Finding inactive sub-accounts currently means manually scanning the whole list. Every column should be sortable, ascending and descending. PART 2 - Filter contacts by payment method In the contacts list and smart lists, there is currently no way to filter contacts by payment method status. I need to build a smart list (or custom list) of contacts whose payment method is pending or who have never added a payment method at all. This is essential for dunning and onboarding follow-up: I cannot chase missing payments if I cannot find the contacts missing them. Please add a contact filter for payment method status (e.g., has payment method / no payment method / payment pending). PART 3 - Notion-style right-click on any column On any table in the platform, right-clicking a column header should offer "Sort by" and "Filter by" for that column, exactly like Notion does. This interaction should be consistent everywhere: sub-accounts, contacts, invoices, memberships, transactions. WHY IT MATTERS Agencies managing dozens of sub-accounts and thousands of contacts need instant answers to questions like "which sub-accounts have not logged in for 90 days" or "which contacts have no payment method on file," without exporting to a spreadsheet.

Currently, GoHighLevel permissions are limited to either “Only Assigned Data” or “All Data”, which creates a gap for teams that need more flexible collaboration. Many businesses operate with small sub-teams (e.g., sales pairs or pods) that need to share visibility of leads and opportunities between specific users, without exposing all data across the entire organization. 🔴 Current Limitation There is no way to allow: User A to see User B’s assigned leads/opportunities While still restricting access from other users Permissions are strictly: Private (only assigned data), or Global (all data) ✅ Requested Feature Introduce a granular, team-based permission layer that allows: Creating custom user groups or teams Sharing assigned leads and opportunities within a defined group Restricting visibility outside of that group Example Use Case Team A: Rick + Jeff → share leads and opportunities Team B: Other sales reps → no access to Team A data Benefits Enables better collaboration within small teams Improves accountability and follow-ups Avoids overexposing sensitive data across the entire account Makes GHL more scalable for growing sales organizations

Hi, most CRM companies (Zoho, Hubspot...) allow you to choose the location of the server the data will be held on. It is particularly important for European businesses. Is this feature on the product roadmap?

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There are CRMs out there such as GroupTrack or GroupLeads that allow you to take the submissions from group access questions and pull them directly into their system so you can add them to your email system. This would essentially allow us to cut out those 3rd party CRM tools and bring leads directly into GHL.

And give him a title: "King of the Roadmap" for all the free work he is doing for GHL, the ideas board, constructive criticism, feedback.... helping lesser talked about but important ideas get seen... as well as educating large swaths of newer GHL users/freelancers on how to navigate GHL. He doesn't get affiliates, because he is helping people who are already GHL users getting stuck getting their voices heard. If Keith wasn't in the GHL space doing what he is doing, GHL would have to pay several employees to make up the value he provides. Literally the dumbest thing in the world would be to not recognize, encourage or incentivise that man to keep doing what he is doing.

Request to be able to receive the actual email reply from a campaign in the senders gmail, NOT just in the conversations tab. We send out several email campaigns per week to current contacts. When a contact replies to the email the message is not received in the senders (of the campaign) email, it only goes to the conversation tab with no notification that there was a reply. So we are not responding to contacts because we do not know there was a reply.

Thats right. I want this service. I want HighLevel employees to be a whitelabel support provider that I can subscribe to and pay per use or unlimited subscription. A fully managed zoom room with the best trained staff that know the product.

I’d like to be able to sell GoHighLevel White Labels to other people and service them. Black Label is a level higher than White Label. There is another CRM that competes with GoHighLevel by offering Black Label. It’s a feature that I find to be very attractive and would love it if it was offered by GHL.