Contacts

GoHighLevel is a powerful CRM, but it currently lacks a built-in feature to track relationships between contacts. Many businesses rely on referrals, partnerships, and multi-contact relationships that are critical for sales, marketing, and customer management. Adding a Contact Relationship Linking Feature would enhance user efficiency by enabling businesses to easily track and manage relationships between different contacts within the CRM. Proposed Functionality Parent-Child Contact Linking * Allow users to associate contacts with other contacts (e.g., “Referred By,” “Introduced By,” “Partnered With,” etc.). * Enable a "Referrals" tab within a contact’s profile to display all linked contacts. * Support multiple relationship types (e.g., Client → Referral, Employer → Employee, Parent → Child). Customizable Relationship Labels * Users can define custom relationship labels (e.g., Referrer, Business Partner, Team Member, Family Member). * Relationship labels should be searchable and filterable. Automated Referral Tracking * When a contact refers another, automatically log that referral within their profile. * Option to trigger an automation (e.g., "Notify John when one of his referrals books a call"). * Ability to track how many referrals a person has generated. Reporting & Smart Lists * Add a "Referred By" filter to segment contacts by who referred them. * Provide referral-based reporting to track top referrers and total referrals. Pipeline Integration * Link referrers within the Opportunity pipeline for better tracking. * Allow users to assign referral sources to leads directly in a deal stage. API & Workflow Compatibility * Enable API support for linking contacts programmatically. * Allow workflow actions to automatically associate contacts based on form submissions or imported data.

It would be awesome if we could see what the contact searched for in the Organic Search attribution.

I want to be able to set up templates in notes for notes I use all the time. That way I don't have to start from scratch every time meaning I can just click the template and then modify the couple areas that are unique to that contact's transaction that I am making a note about.

Add Expand All/Collapse All button for custom fields folder inside Contacts. Right now there's only Hide Empty Fields option

When you have families that share email addresses this can cause problems. If you turn on allow duplicates then forms won't update the contact record. Eg lets say the main family email address is: smith@home.com We want the ability to create 3 email addresses smith+jo@home.com smith+mark@home.com smith+sal@home.com GHL will already send to smith@home.com ignoring the +XXX but will merge them to one contact record.

Other sections of GHL have modern smartlists (workflows, tasks, etc) but the most important smart list is the Contacts. We need to modernize it so clients have a better navigation experience.

I would like to filter "pipeline stages" from stages that it is NOT. I have many stages and if I want to find deals with activities older than 11 days BUT negate the deals from certain stages (like closed, won, post sale, appointments booked, etc) I cant do that. I can only select ONE stage at a time to see this. Also when selecting stages to choose from it would be great to be able to choose multiple stages at the same time as well. So having a feature to "filter multiple stage TO SEE and multiple stages to NOT SEE"

URGENT!! No way to make any bulk actions based on calendar. I cannot even add tags or process any workflows for existing contacts based on which calendar they used!!!! URGENTTTT

URGENT FIX

I have LEADS that coming to my CRM more than once. What I mean is a lead can come into my system LAST year and then come to my system THIS YEAR. Last year nothing happened they didn't buy, I didn't talk to them or whatever may have happened. This year they come in because they responded to a DIFFERENT ad. I want to be able to see those leads coming to my system as a NEW lead versus an OLD lead that has come into my system before. So when I start reaching out to my leads those leads that came into my system this year (even though they came in last year) I want to see them as NEW, because theoretically they ARE new. I need to see them as new and not as old because I MAY not contact them because they get put at the BOTTOM of the CONTACTS on the date they were created versus the TOP of the list because they JUST came in AGAIN FROM A DIFFERENT AD CAMPAIGN. And they don't get assigned to a workflow again because they're not a new lead they just kind of stay in the workflow they were in or nothing happens because even though they initiated a new "request" they're still considered an old lead.