Smartlists

Request 1: Option to Auto-Trigger "Create Opportunity" Pop-up After Saving a Contact Category: Contacts (or Opportunities & Pipelines) Title: Auto-trigger "Create Opportunity" modal after adding a contact via side drawer Description: After creating a new contact using "+Add Contact" side drawer, currently the users must manually go to "Opportunities" tab to create a deal. It would help lessen the process if after the users can easily navigate the "Create Opportunity" popup immediately upon saving a new contact. Request 2: Allow Manual Text Input / Disable Date Picker for System Date Fields (e.g., DOB) Category: Contacts (or Forms) Title: Option to disable calendar date picker and allow free-text input for Date of Birth Description: System date fields like (Date of Birth) currently only allows users to use the datepicker. Navigating back to several decades for birth dates on a datepicker takes a long time for the user before entering the data to the field. If possible we can allow the users to use freetext options for date fields instead of datepicker.

It would be great to be able to pull up the contacts from an email campaign that was sent AND filter by the email status (ie opened, clicked, hard bounced etc) to be able to select contacts based off of a campaign and email status so we can create a smart list or tag them or other bulk actions. Because right now you see this list when you go to the email campaign statistics and details, but can not do anything with them there. Use case maybe you want to call the opened or clicked contacts or send them something else or if something happened and a big portion of the list "hard bounced" (due to a DNS Issue or something) and you want to resend only to the hard bounced list and not the entire original list you have no way of doing that. I added this as an idea under Email Builder Section as well.

The ability to take one Smart List and exclude another Smart List. Example: Smart List for master newsletter recipients and then exclude another Smart List representing a sub-segment who shouldn't get the same email campaign as the rest of the list. This should at least be doable as a campaign send/schedule function.

It would be amazing if we can customize the default column selection when you load up smart lists. Seems like it might an easy but super helpful addition to CRM functionality

This would be really helpful for organizing Leads / Contacts into Smart Lists, so the person calling can be more efficient and move faster, knowing that all the people they are calling are in the same time zone. This would be great to a Team Admin to be able to create Smart Lists for their Team members who are calling, so they will be organized for their day. HIGHLVL-I-2347

Right now, if I want to filter a smartlist or workflow by country, I can only select ONE country. I need to be able to filter by a group of countries, not just one, but there is no option for "is one of" or "is none of" for the country dropdown in either smartlists or workflows.

Smart lists need to have adjustable column widths...that are able to be saved! Creating views to get just the right amt of info is so helpful. ClickUp does this great.

Feature Request: Add an account-level setting that automatically defaults all newly created Smart Lists to be globally accessible by all team members on the account. Current Behavior: When a team member creates a Smart List, it is private by default. The creator must manually toggle the list to "global" in order for other team members on the account to see and use it . Desired Behavior: An account admin should be able to enable a setting that makes all newly created Smart Lists globally accessible by default, removing the need for each team member to manually toggle visibility every time they create a new list. Use Case: Teams that operate collaboratively and want full transparency across their account find it cumbersome to rely on each individual team member remembering to manually share every Smart List they create. An automatic default would streamline workflows and ensure nothing gets siloed unintentionally.

Please add support for recurring iDEAL payments within GHL. iDEAL is the most widely used payment method in the Netherlands and Belgium. Without recurring iDEAL support, many businesses in these regions are unable to fully adopt GHL. Supporting recurring iDEAL payments would significantly increase adoption and make GHL much more attractive for the Dutch and Belgian markets.

Would like to share Smart List Filters with other subaccounts. And be part of the Snapshot. This way when a new Subaccount is created, they would have our most commonly used Smart List Filters saved.