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Follow up on the latest improvements and updates.

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Opportunities and Pipelines

Duplicate Pipelines Across Sub-Accounts

Setting up the same pipeline across multiple client accounts used to take time. Not anymore.
You can now duplicate pipelines instantly or copy them across multiple sub-accounts in just a few clicks keeping your sales processes consistent across clients.
👀 What’s New?
  • Duplicate pipelines within the same sub-account
  • Copy pipelines to multiple sub-accounts at once
  • Pipeline stages and reporting visibility settings are preserved
  • Select multiple destination accounts in one action
  • Available directly from the pipeline actions menu
👷 How It Works
  1. Navigate to Opportunities → Pipelines.
  2. Click the three-dot menu next to the pipeline you want to copy.
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  1. Choose one of the following options:
  • Duplicate
    : Creates a copy of the pipeline inside the same sub-account.
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  • Copy to Sub-Accounts
    : Select one or more sub-accounts where the pipeline should be replicated.
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Once copied, the pipeline appears in the selected accounts with the same stage setup.
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⭐ Why It Matters
  • Launch new client accounts faster with ready-to-use pipelines
  • Maintain consistent sales processes across all accounts
  • Reduce manual setup and repetitive configuration
  • Scale agency operations more efficiently
📝 Notes
  • Copy to sub-accounts is available to all agency admins
  • Ability to duplicate pipelines is available to all users who have edit access to the selected pipeline
👀
What’s New?
  • Added
    Advanced Preview
    support for Meta ads created through HighLevel Ad Manager, enabling users to view how their ad appears across
    multiple placements
    such as Feed, Stories, Reels amongst others.
  • Introduced a
    Shareable Preview Link
    option that allows users to generate and copy a preview link for the ad directly from the preview panel
    once the campaign is published
    .
👷
How It Works:
  1. Create and
    publish
    a Meta ad in
    HighLevel Ad Manager
    .
  2. In the
    Preview section
    , click the
    Advanced Preview icon
    to open the ad preview across placements.
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  1. Click the
    link icon next to Advanced Preview
    to generate a
    shareable preview link
    .
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  1. The link is
    automatically copied to the clipboard
    .
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  1. Opening the link loads the
    Meta-hosted preview interface
    , showing how the ad appears across the configured placements.
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🌟
Why It Matters:
  • Allows advertisers to
    verify how ads render across placements
    after publishing.
  • Makes it easier to
    share a real preview of the ad with teammates or stakeholders
    for review or collaboration.
  • Reduces dependency on Ads Manager access just to view how the ad appears.
📝
Notes:
  1. The
    shareable preview link is only available for published campaigns
    . It is
    not generated for draft or paused ads
    .
  2. Access to the preview follows
    Meta’s permission model
    , meaning only users with appropriate access to the ad account can view the ad preview.
  3. If a placement does not support the uploaded creative format, the
    relevant Meta error message is displayed in the preview
    to indicate why the ad cannot render for that placement.
What is new?
  • You can now accept bank transfers through ACH for US and Canada based accounts using the NMI processor.
  • This awaited enhancement gives businesses a lower cost alternative to card payments. It can also help reduce the chances of disputes compared to card transactions.
What you need to do?
To enable ACH payments for a subaccount:
  1. Turn on the feature from Labs in your agency account by going to Settings > Labs > Subaccount.
  2. Also turn on the feature from Labs in Subaccount by going to Settings > Labs > search 'NMI' (Refer screenshot)
  3. Make sure ACH is enabled on your connected NMI account.
  4. If ACH is not enabled yet, contact NMI and request activation.
  5. Once enabled, ACH will start appearing as a payment option on invoices.
  6. Refer to FAQ docs
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Why it matters?
ACH gives your clients another way to get paid while helping reduce payment processing costs. For businesses handling large ticket size transactions, bank transfers can be a more efficient and reliable option than cards.
What is next?
  • ACH support is currently available for invoices, recurring invoices and subscriptions.
  • We also plan to expand support to more channels in future updates.
Visuals
ACH on Invoice for US bank
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ACH on Invoice for CA bank
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Invoice page when paid
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Transaction detail page
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⭐ What’s new
  1. Automatic Facebook Post Sync
  • You can now sync your existing Facebook posts directly into Social Planner.
  • Syncs posts from the last 30 days
  • Includes posts up to the current day (UTC)
  • Extended historical fetch supported during initial sync (where available)
  • Runs automatically in the background once enabled
This allows past content to appear alongside scheduled and published posts.
  1. Daily Sync Refresh
  • Post insights refresh automatically every 24 hours, ensuring analytics remain up to date while staying compliant with platform API limits.
  1. Media & Content Sync
  • Synced posts automatically include:
  • Post text
  • Images
  • Videos
💡 Why it matters
Facebook Post Sync helps users:
  • Centralize Facebook content inside Social Planner
  • Access past posts without manually recreating them
  • Analyze historical performance alongside scheduled content
  • Improve reporting accuracy for social analytics
  • Save time when onboarding new accounts
🛠️ How it works
  • Go to Marketing → Social Planner → Settings
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  • Ensure your Facebook account is connected
  • Ensure you have enabled Post Sync from Labs
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  • Background sync will begin automatically
  • View synced posts inside Planner and Statistics
  • If the connection expires, follow the reconnect prompt to resume syncing.
🧭 Overview:
We’re excited to introduce a new
Payments Tab inside the Rental Booking View Modal
, along with thoughtful
enhancements
to the
Create and Edit Booking
experience.
The Payments Tab gives you a complete, centralized view of all payment-related activity for each rental booking — while the updated booking flow improves clarity and usability when managing bookings.
🚀 What’s New
💳 Payments Tab in Rental Booking
You can now manage payments directly inside the booking view.
With the new Payments Tab, you can:
  • View total amount, paid amount, remaining balance and payment breakdown
  • Review all transactions tied to the booking
  • Access related invoices
  • Collect remaining payments directly from the booking
  • Collect or manage security deposits (when enabled)
This creates a dedicated space for handling all financial actions without mixing them into operational booking details.
Payments Tab
🧾 Improved Payment Summary & Invoice Generation
The Payment Summary section within the
create
and
edit
modal
has been refined to:
  • Present rental charges, deposits (when enabled), totals, and balances more clearly
  • Emphasize key financial values
  • Dynamically reflect booking edits (date changes, quantity updates, listing additions, etc.)
We’ve also improved how
invoices
behave
when bookings are updated
.
When you edit a booking — even after it has been fully paid —
the same invoice is updated
automatically to reflect the latest changes.
This ensures:
  • One booking → one invoice
  • Simpler reconciliation
  • A smoother editing experience
Note: A booking still cannot be modified in a way that reduces the total below the amount already paid.
📝
Cleaner Booking Layout & Better Note Accessibility
We’ve also improved the overall booking experience:
  • A sleeker, more scannable Booking Summary section
  • More accessible Internal Notes for smoother team collaboration
These refinements make reviewing and updating bookings faster and more intuitive.
❓ How to Use
  • Open any Rental Booking
  • Go to the
    Payments Tab
    inside the booking view
  • Review transactions, invoices, and balances
  • Use available actions to collect payments or manage deposits as needed
  • Click on the Edit icon to edit the booking
📈 Why This Matters
  • Manage payment activity without leaving the booking view
  • Collect outstanding balances in fewer clicks
  • Handle security deposits more seamlessly
  • Reduce confusion during booking edits
Create Booking Modal
Edit Booking View
🧭 Overview
We’ve introduced more flexibility for agencies when adding new users to subaccounts.
Previously, a personal calendar was automatically created whenever a new user was added to a subaccount. While helpful for simple setups and easier onboarding, some agencies using snapshots, predefined calendar structures, or adding team members who don’t require personal calendars needed additional control over this behavior.
Agencies can now choose whether personal calendars are created automatically
.
✅ What’s New
  • Agencies can now control automatic personal calendar creation for new users.
  • The behavior is governed by the
    Preloaded Example Data
    setting at the agency level.
  • When disabled, new users will no longer receive an automatically created personal calendar.
  • Manual calendar creation remains fully supported.
🔐 How It Works
  • If
    Preloaded Example Data is enabled
    ,
    personal calendars will continue to be created
    automatically for newly added users (default behavior).
  • If
    Preloaded Example Data is disabled
    ,
    no personal calendar will be created
    when adding new users.
  • This setting applies only to users added after the flag is changed.
  • Existing calendars remain unaffected.
🛠 How to Use
  • Go to
    Agency View
  • Navigate to
    Settings
  • Go to
    Company
  • Open the
    Advanced Settings
    tab
  • Toggle
    Preloaded Example Data
    ON or OFF based on your preference
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🎯 Why This Matters
  • Gives agencies greater control over how new users are set up.
  • Supports teams using snapshots and structured calendar configurations.
  • Helps maintain clean, intentional subaccount setups.
  • Preserves the existing automatic calendar creation experience for agencies that prefer it.

new

improved

Automations

Merge Contact Action

What's New
The Merge Contact action is a dedicated workflow action that automatically identifies and merges duplicate contacts directly within your workflows -eliminating the need for manual cleanup from the contacts page.
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Match By Options -Choose how duplicates are identified:
  • Email: Matches contacts sharing the same email address
  • Phone Number: Matches contacts sharing the same phone number
  • Email and Phone Number: Matches only when both email and phone number are identical
Smart Merge Logic- The system always preserves the older contact record and merges the newer duplicate into it, ensuring no historical data is lost.
Full Execution Visibility-Every merge is logged in Execution Logs with detailed metadata, including which contacts were matched, which record was preserved, and the matching criteria used.
How to Use
  1. Add the Merge Contact action to your workflow.
  2. Select your preferred Match By criteria (Email, Phone Number, or both).
  3. The action handles detection and merging automatically when the workflow runs.
Why This Matters
Duplicate contacts create noise in your CRM and can lead to redundant communications or inaccurate reporting. Previously, merging duplicates required manually navigating to the contacts page to find and resolve them one by one. With the Merge Contact action, deduplication is now fully automated within your workflows - keeping your contact list clean, unified, and accurate without any manual effort.
We’re introducing
Marketplace Earning Dashboard
, a new analytics experience that gives agencies clear visibility into app installs, revenue, costs, and profit, along with sub-account–level contribution.
This dashboard helps agencies move from manual tracking and guesswork to data-driven decisions about app usage, ROI, and client value.
What’s New
Agency-Level Financial Visibility
Agencies can now view:
  • Total revenue generated from Marketplace apps
  • App-related costs
  • Net profit (Revenue – Cost)
  • Adoption metrics across sub-accounts
  • Metrics are filterable by time period and update based on the selected range.
App Adoption Metrics
The dashboard includes high-level adoption indicators, such as:
  • Unique Apps Installed – Number of distinct apps currently installed across all sub-accounts
  • Active Installations – Total count of active app installs across sub-accounts
  • Active Sub-Accounts – Number of sub-accounts with at least one active app install
  • These metrics help agencies understand how widely apps are being used across their client base.
Sub-Account Revenue Breakdown
Agencies can drill down to see:
  • Revenue contribution by individual sub-accounts
  • Which clients generate the most (or least) value from apps
  • Revenue distribution for a selected app or time window
This enables better client prioritization and more informed pricing or upsell decisions.
*
Total Revenue – Cost
on dashboard reflects the total revenue generated (from both sub-accounts and agencies) minus the cost paid to the developer. For agency apps, revenue and cost are equal. However, for sub-account apps where reselling is enabled, revenue can be greater than cost, resulting in a margin. Sub-account breakdown gives insight into total sub-account revenue, cost and profit.*
Time-Based Insights
Agencies can filter data using:
  • Predefined ranges (Last 30 Days, This Month, etc.)
  • Custom date ranges
  • Visualizations automatically adjust granularity (daily, weekly, monthly) based on the selected time window, ensuring trends are easy to interpret.
Data Export
Admins can export data. Exports respect all applied filters and can be used for offline analysis or sharing with stakeholders.
How to enable:
Labs >> Agency >> Marketplace Earnings dashboard. This will add earnings as an additional sub-module in the Marketplace product page.
Why It Matters
As Marketplace adoption grows, agencies need more than install counts—they need financial clarity.
This dashboard enables agencies to:
  • Understand the real value delivered by Marketplace apps
  • Identify high-ROI tools and underperforming installs
  • Make confident decisions around app usage, promotion, and client strategy
  • Reduce manual tracking and reporting overhead
This lays the foundation for a more data-driven Marketplace experience.
Preview:
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We’ve made badge issuance automatic at the start of every course — welcoming learners from day one without any extra setup.
✨ What’s New?
  • Every new course now includes a pre-attached Welcome Badge.
  • The badge is automatically issued when a learner enrolls for the first time.
  • Creators can turn it off anytime by switching the badge to Draft.
  • Five curated Welcome Badge templates are available for course enrolments.
  • Only these five templates appear in the Welcome Badge section.
  • Other badge templates are hidden in this view to keep things simple and focused.
✅ Why It Matters?
  • Learners feel recognized immediately upon joining.
  • Badge adoption increases automatically without extra effort.
  • The experience stays clean and easy for creators.
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🧭 Overview
We’re excited to announce that you can now
configure Taxes for Rentals
.
This update brings greater flexibility and control to how businesses manage pricing and taxes across their rental listings. Once configured, taxes will automatically apply to rental bookings — ensuring transparent pricing.
Note: Only manual taxes are supported for Rentals.
🚀 What’s New
  • Manual taxes can now be applied to Rental Listings
  • Each rental listing has a linked product under
    Payments → Products
    which can be used for tax configuration
  • A “
    Configure tax for this listing
    ” CTA is now available inside the Listing edit screen
  • Taxes automatically apply to rental bookings once configured
  • Variant-level tax configuration supported (each variant links to its own product)
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🛠️ How It Works & How to Configure
  • Go to
    Rentals → Listings → Edit Listing
  • Go to
    Inventory & Pricing
    → Click
    Configure taxes for this listing
  • You’ll be redirected to the associated product under
    Payments → Products
  • Add or update your manual tax rate and
    Save
Once configured, taxes will automatically apply to all future rental bookings.
If variants are enabled, taxes can be configured at the variant level.
🎯 Why This Matters
  • Helps rental businesses stay compliant in tax-regulated regions
  • Enables transparent pricing for customers
  • Ensures accurate tax calculation on rental bookings
  • Ensures booking totals and invoices reflect accurate taxable amounts
  • Eliminates manual tax calculations or workarounds
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