Conversations

Can we have an internal chat system with team members on each account similar to notes but ability to tag and have conversations about the contacts

Manychat can do it, and GHL should too. Audio messages are so good for lead conversions after an Ad or something... It helps with credibility. This should also be an option on the conversations tab and prerecorded in a workflow!

When emailing a contact via the HL UI, the FROM email address should always default to the email address specified in that account's Setting > Email Services configuration. Failing to do so is irrational, as defaulting to sending FROM the email address assigned to the currently logged-in user means SMTP authentication will fail, except in rare instances where it just so happens the currently logged-in user has the exact same email address as the one specified in Settings > Email Services. This is particularly egregious when one has an Agency with many subaccounts, all of whom are for different users. Example: Say my name is Bob Smith, email bob@smith.com , and I log into my account as an Agency admin. I have subaccounts for different staff members: Jim Johnson, jim@johnson.com , and Kevin Nations, kevin@nations.com . Each one of these users wants to communicate with their contacts using their own email address, so SMTP auth for each account is of course set up to use their respective email address (and, of course, their address will be used 95% of the time, since they will be the ones using the account). Because HL is configured illogically in-regards contact email FROM settings, every time I go to a specific subaccount, and attempt to send a contact an email, HL defaults to sending from bob@smith.com , my email, instead of jim@johnson.com , the email configured in Settings > Email Services.. So every single email I send to a contact on Jim Johnson's account, I have to edit the FROM field every single time. And every other user has to do the exact same thing any time they access any other subaccount that isn't their own.

Can we have this option? Especially it is internal anyway, it will allow us to provide details about how we handled a conversation and can even come back to it later.

Right now the UI in conversations is confusing. Here are two improvements that will help us and our clients: Make it more clear what channel a message was sent from. The current icons that show the channel are small and not specific. Make email threads easier to read and understand. The current system for email threads is clunky and unintuitive.

One feature that could greatly enhance our ability to communicate with clients and prospects is the ability to create group SMS chats. While multiple users can currently send SMS messages to a single contact, having the option to initiate a group chat would enable us to easily coordinate with multiple individuals and increase our chances of making meaningful touch points during the sales process. By integrating this functionality into our CRM software, we could streamline our messaging efforts and improve our overall efficiency.

Allow sync to email services besides Gmail and Outlook. Many businesses use email providers other than those two, so this seems pretty important.

This should be no different to facebook, instagram, gmb (whatever it now is), tiktok etc and emails. WhatsApp should be included within the subscription cost!

I think it would be cool to have a filtration in the conversations tab similar to how you can filter in the contacts tab by pipeline, pipeline stage, tags, user, etc... HIGHLVL-I-2725