Call Scripts for Call Center / Clients or us + Ability to see them on mobile

Since HL wants to cover the complete funnel (from the lead gen to the close), having the possibility to display Call Scripts during calls would be a giant step forward.

If you or your client are calling leads from HL or you're set up with a Call Center, imagine the impact of having scripts in HL. Those scripts could even be filled with the contact's custom fields. This would create personalized scripts to boost your sales team by 10x. 


Sharing a snapshot? Share your scripts as well! A tab could be created under "Phone Calls" for this feature.


In an ideal world, there would be a trigger to assign a script to a user. If a user purchases X, responds to x, opts in from x form, assign x script for the next call.

  • Ken
  • Nov 6 2019
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  • Dmitriy Kruglyak commented
    15 Jun 10:47pm

    Why isn't this tagged as "Planned" yet?

  • Jason P. commented
    6 May 09:36pm

    Please add the ability to click an anchor tag and jump to place in script that addresses the clients response.

    For example: If I or an employee is reading a script and we get to a place where a decision needs to be made and lets says theres 3 possible options.

    1. Do it now

    2. Don't do it

    3. I have questions.

    I can have those already anchor links in the script so that my employee can just click "I have questions" and then start discussing the 3 most frequently asked questions and have detailed response for each. Etc.

  • Michael Barayev commented
    1 May 11:43pm

    is this gonna happen?

  • Guest commented
    23 Apr 11:35pm

    Also having the ability to upload documents such as contracts/pictures of homes

    /estimates for roofers or solar as a customer portal.

  • Mark Lesicka commented
    17 Apr 05:18am

    Brilliant idea! Scripts would be huge!

  • Michael Jones commented
    17 Apr 02:27am

    In fact, the embed option would probably be crazy easy and give us something to work with sooner than later :)

  • Michael Jones commented
    17 Apr 02:26am

    Consider also allowing an iframe type option as well. We already use a script app that we can embed inside anything and have countless hours developing it. Something with options would be amazing. Maybe the option to use native HL script app, OR embed html to use our own scripts.

  • Admin
    Shivam Tiwari commented
    17 Apr 02:21am

    This idea is in pipeline but it is going to take a while to develop, test and roll out.

  • Guest commented
    16 Apr 10:33pm

    Any update from an admin?

  • george K commented
    11 Apr 04:08pm

    very helpful

  • Guest commented
    24 Mar 10:17pm

    Currently, I embed a url within the notes to do this.

  • Joe Williams commented
    9 Mar 10:48pm

    This is a great idea! Would work for many of my current clients the clients to come

  • mike snider commented
    4 Mar 05:09pm

    when will this be added?!! would be amazing

  • Robert Holt commented
    1 Mar 08:24am

    Great idea

  • Guest commented
    26 Feb 06:18am

    love this idea. Currently I have embedded a hyper link within the opportunities notes to solve this. 

  • Michael Jones commented
    22 Jan 10:41pm

    Even possibly just a simple webtab where you could put anything you want in it, such as iframed scripts.

    Other use cases could be googling a custom field, address, or any other website that would benefit from being easily accessible and right in front of you.

    For an ISA managing multiple accounts, maybe it would show certain details that differ from one account to another.

  • Michael Jones commented
    22 Jan 10:39pm

    Definitely!! Realtors would kill for easy access to our scripts included in a snapshot.

  • Guest commented
    20 Dec, 2019 04:27pm

    Also having a portal for internal staff and a client facing portal would be great!

  • Lateef Ambali commented
    7 Dec, 2019 12:10am

    Great idea! This would be of great benefit to our clients

  • Tanner Leishman commented
    17 Nov, 2019 01:37pm

    Love this idea!!!

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