Automations

Add Find Opportunity as an additional Workflow Action same as Find Contact this action is also essential for cases like if you would like to automate a process of determining in which Pipeline and or Pipeline Stage is the Opportunity sitting at.

Thank you for giving us the fields for Additional Contacts and Followers of Opportunities. However, we use HighLevel because it does things, not as a data repository. The ability to take action on the data is as important as having access to the data. Therefore, please prioritize adding Workflow actions &/o filters that would allow sending emails and text to Additional Contacts and Followers with these options (maybe more): a. Primary Contact only (current behavior). b. Primary plus Additional Contacts. c. Primary Contact plus Additional Contacts and Followers. d. only Followers. e. Owner. f. Primary Contact and Owner. g. Primary plus Additional Contacts and Owner. h. Primary plus Additional Contacts and Owner with Followers. i. only Owner and Followers. I imagine Workflow triggers will still be cued off only the primary contact or opportunity. And I imagine that only the Opportunity or the Primary Contact could be in the Workflow. And some messages would only need to be seen by the primary contact. But we would also want the ability to communicate with the additional people involved in the process. https://www.facebook.com/groups/gohighlevel/posts/2254471355012387/ Regarding Point 4 & 5: Is there a planned release for Workflow options to notify only the Primary Contact (current behavior) or Primary plus Additional Contacts or Primary Contact plus Additional Contacts and Followers or only Followers? This is not a new feature. This is the obvious operational use of having Additional Contacts and Followers. Without the ability to take action, the fields are mere data, manually typed…

Even Split splits between Path A and B till goal condition is met, then send to the winner path Conditional Split send to path A until the goal condition is met, then send to path B.