Ad Reporting and Attribution

The issue: Currently, there is no way to automatically update opportunity fields with custom values, such as task-related data, while this feature is available for contact records. 🚧 Real-world example: In real estate, brokers often need to track opportunities based on the due dates of tasks associated with them. For instance, when a task is created, the system should automatically update the "Next Follow-Up Date" in the opportunity to reflect the task's due date. This updated date would then appear in the pipeline, ensuring a seamless and efficient follow-up process. 📅 Proposed solution: Enable automation that allows the system to automatically update opportunity fields using task-related custom values, just like it does for contact records. This would not only save time but also improve the flow of information, ensuring brokers can easily stay on top of their follow-ups and manage opportunities more effectively. ✅ By implementing this, we can enhance workflow efficiency, reduce manual input, and ensure all data is up-to-date and aligned across tasks and opportunities.

ActiveCampaign had an automation that was helpful for keeping my email list "clean" and for maintaining a high sender rating. There should be a trigger/action that looks at global email opens. With this feature I can create a workflow that will monitor how often a contact is opening emails and they can be tagged accordingly for further re-engagement campaigns. Similar to this idea: https://ideas.gohighlevel.com/conversations/p/opensviews-for-emailstexts

Can we have different pricing plans for SaaS other than the monthly and annual plan? Like 3months/6months plan. It will be like monthly, 3 month, 6 month, or annual plan and clients can pick which is convenient for them.

Really infuriating that even when you have uploaded the images in media library, that they cant then be used in social planner for multiple reasons like size, shape etc etc. This needs to be quicker and automatic! Also, MOV type not supported is ridiculous, again, basic.

With SaaS mode becoming a bigger part of high level, it would be helpful to have the date that populates in reporting to be based off of the date won. I don't know of many businesses that count a deal/income on the date it was created. A majority mark a sale and income on the actual day it closes. HIGHLVL-I-3371

Please, we need PayPal to integrate with our courses and communities. Faaasst . Thank you!

It would be great to be able to select a different default dashboard for individual users. In addition to that, it would be great, to be able to share specific dashboards with specific users, instead of simply giving user levels different permissions.

Clone a subscription if we want to have multiple subscriptions with same features but different trial periods

Please add a feature to restrict users from creating or deleting tags while still allowing them to view and apply existing tags. This would help maintain consistency and avoid accidental changes while enabling efficient teamwork. Thank you!

It would be awesome to have physical POS hardware for brick and motor businesses. Allowing customers to pay, similar to squarespaces hardware but for Highlevel!