Contacts

Give users the ability to search contacts by more fields. Particularly look at address and custom values. Our solution targets homeowners and investors, so being able to search both by mailing address and a custom value "site address" would be a great improvement.

This would be useful to move between relevant contacts more efficiently. In the same way there is a linked opportunity for the client. Have a field just under opportunities. And it auto fills when you type the desired contact from the contacts list. HIGHLVL-I-2069

Control flow would add a tremendously powerful flexibility to campaigns. Just like ActiveCampaign, I'd like to be able to have a campaign execute one path IF a condition is true, and another if false. Simple use case: If phone_type = "mobile" : send a text message The general form of this would have 3 parts this: 1.) If CONTACT-FIELD-VALUE IS... 2.) [ EQUAL | NOT EQUAL | GREATER THAN | GREATER THAN OR EQUAL TO | LESS THAN | LESS THAN OR EQUAL TO | CONTAINS | DOESN'T CONTAIN | ONE OF ] 3.) VALUE (a field you type a value in, either text or numeric) The campaign flow would then split based on the comparison. HIGHLVL-I-452

We need the ability to assign multiple users see a contact, plus the ability to then assign a Primary User that all automated communication comes from. Here's the use case: New lead comes in and is assigned to a Setter. Setter is assigned as the primary user so any automated communication comes from the setter contact info. The setter needs to always stay assigned as the "setter" so we can track reporting and performance based on the appointments that setter has booked. Setter set a sales appointment. They use the calendar to book the appointment and we have a toggle in the calendar settings to choose if we want the assigned calendar owner to not only be assigned to the contact, but be the primary owner assigned. Which means all automated convos will come from the assigned closer. The setter is still tied to this contact for viewing status of the sale and taking it back over as needed. The setter and closer are also part of a regional sales team. The regional sales manager only wants to see the contacts within their team, but they don't need to be the primary user. They just need permission to see all contact activity within their team. In the end the solution seems to be: Teams Manager Role and permissions: You already have a team feature. Please create the ability to assign a Manager role to a team. That manager now only sees contacts within their team. Plus all users in that team can see contacts in their team. This needed because we have several setters that work different shifts. Many times, Setter A initiates the contacting, but they go off shift... then a prospect replies and we needs Setter B that's now on shift to reply and continue the convos in order to get a booked appointment. Create Different Roles with custom permissions: So we can jump into the settings and click "setup user roles". click "create role" and we can name it whatever we want that makes sense to the client model. i.e Setter, Closer, Sales Manager. Each role can have their own custom permissions if we'd like. Assign multiple users to a contact that have different roles to play. For example: Setter Role & Closer Role. So now we can create a new user on our team and give them the Setter Role which we've customized with our own certain permissions. The setter is now assigned to the contact as "the setter". But they hand off contact to another user that has "Closer Role" when they book a sales appointment. So now the contact has two users assigned to them. Setter stayed assign but now we have Closer too.

It would be super handy if; We could attached a file or image to a contact, ideally when it is in the opportunity stage. As a deal moves through the pipeline to proposal sent, or contract signed etc. Being able to attach that proposal or contract to the contact so it there for future records would be very beneficial. If a business does this process currently they would need to store these records on an external platform.Instead of keeping everything in higher level. here is a link to how hubspot have set it up - https://knowledge.hubspot.com/articles/kcs_article/contacts/add-and-remove-attachments-from-recordsCheers HIGHLVL-I-544

Currently Contact Type is hard coded. A contact is either a lead or a customer. Well for one of my businesses, the contact isn't either one of those. I would love the ability to add additional contact types and a way to define what is the default value. HIGHLVL-I-5888

Can we add the feature so that we can add different contact types? Right now the only options are Lead and Customer. It would be very helpful to be able to change those and add others like Contact, Referral Source, Vendor, etc. HIGHLVL-I-4556

It would be nice to have the ability to have multiple assigned users to a contact. There might be a salesperson or producer for the contact and also a CSR or service person associated with them as well. HIGHLVL-I-6221

Ability to organize custom fields into it's different folders or "lead sheets"In my business there are multiple types of clients we serve and it would be helpful to separate custom fields with folders to keep things organized. Instead of having "additional info tab" within a contacts dashboard you have a dropdown box in which you can select whatever folder you would like to use for that lead. This can be done by allowing us to create a folder in settings>custom fields - then we can drop which custom fields we want into the correct folder.Example Attached: A simple dropdown menu allowing you to select the relevant folder. Something extra that would be great as well would be to add another tab named "checklists" where you can create different checklists with folders and have the same capability a dropdown box to select witch checklist you want. HIGHLVL-I-3499

Email broadcasts or "one off" emails that we can send out to our contacts or customers. Right now you must setup a campaign, then do a bulk request to send off one time emails such as a newsletter, or a client communication. This would allow it to be send immediately similar to any other email responder where you select a list, select contact criteria such as tags or activity, then you send the broadcast. Examples: sending out monthly or biweekly newsletters, promotions, new features update, system timeout notifications, etc. HIGHLVL-I-480