Ability to call Contacts from mobile device number when using Lead Connector
Would love to be able to select to call from your mobile device (iPhone/Android) number via the Lead Connector app. This would be helpful for users who are not A2P approved or would prefer to contact from their mobile number. Would be as easy as allowing the user to select either the Lead Connector or mobile device number to call from! Thank you!
Internal chat system
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
Ability to see and repspond to facebook posts/ads comments through highlevel
Responding to private messages is great, but our clients get comments on daily posts and ads that slip through the cracks if they don't login directly to their facebook page and check their notifications. If there was a way to check notificatiosn and even respond to comments on the posts that would be amazing. HIGHLVL-I-1524
Better UI for Conversations
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.
Word Count for Text Message Box
A word count on the text box so we can stay within 1 text message. HIGHLVL-I-307
Outlook to Actually Two-Way Sync in Conversations like Gmail does
I just lost an affiliate client to this feature. There are two parts to this request. Make it clear upfront in the marketing and in the dashboard that Outlook users with custom domains must set up MX records for conversations to work properly. Simply using the default Leadconnector domain only allows outgoing emails. It took us 4 weeks to learn we had to do this just to get replies to come into the conversations tab. The conversations tab needs to be able to accept inbound emails from leads. This works fine with the Gmail integration, but does not work with the Outlook integration. For my client, whose company uses Outlook, this was a dealbreaker, since for him, the CRM was the thing he needed most. We didn't discover this until yesterday (6 weeks after signing up), and that's when he asked for a refund. There was also another issue where every time he sent an outgoing email, it would be "unsuccessful". Reconnecting the Outlook account didn't resolve this. But clicking the little red arrow every time did. However, because of his laptop screen size, the sent messages were above the fold of the email composer, so he couldn't see that his emails weren't going out until he checked back later, wondering why his customers weren't receiving his emails (see screenshot). This unsyncing issue may also have impacted the ability for conversations to function appropriately. I also notice there's a 3MB limit on attachments and larger attachments would prevent syncing. We didn't get far enough for him to send attachments, but this would have been another obstacle to his success since he sends image-heavy product PDFs to his clients that are larger than that size as part of his sales process. I know everyone here is doing their best. I'd love to see this worked out since a lot of folks in my audience use Outlook, and I wouldn't feel comfortable selling this to them until it's sorted out. I hope this is helpful!
Ability to create groupchats on SMS
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.
Filter Conversations by pipeline/stage/user assigned/tag/etc..
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
Choose number to send SMS from
It would be nice to choose the number from which you send SMS messages from in the Conversations tab, in cases where your account has multiple Twilio numbers HIGHLVL-I-1535