Search for contact to send a review
D
Dave Smith
Current in the Reputation tab, I have to click request review and then manually type in the persons name and email.
Having a search function would be such a time saver.
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K
Keith Besherse
Just like there should be a deep link for member analytics (https://ideas.gohighlevel.com/memberships/p/access-memberships-courses-members-analytics-from-contacts-and-from-communities), there should be a quick action button in the Conversations view and Contact view for "Request Review."
We shouldn't have to search. We should have a quick action button from the Contact details & from the Conversation. (And in the mobile app.)
J
Jason Hinsley
You could setup a workflow using tags or pipelines as a workaround to do this, using the 'send review request' action within the workflow.
K
Keith Besherse
Of course Jason Hinsley. For almost every suggestion on the ideas board there are at least 5 other ways to accomplish the result. The question is whether The Platform will have a smooth and unified user interface or be a conglomeration of patched together elements. Core Platform Sales & Marketing RevEx Group Shivam HighLevel