Mark Adair-Rios, exactly!

Chase Buckner, why is there no trigger/filter for inbound email?

John Betterr I think I agree with everything you said. But you used so many words, I think I got lost part way through. Could you clarify "dispositions"? Is there another suggestion on the ideas board that articulates the request more clearly?

Keith Besherse drop-down with set options for how to disposition a phone call or any othter incoming or outgoing communication channel. one of those configurable options should be "spam." Which would in-turn prevent future contact from that number/person.

John Betterr, good suggestion. Chase Buckner, your thoughts?

Keith Besherse and Chase Buckner , I hope you can see that this one drop down is more powerful than your entire social posting and review solicitation features put together. just for perspective. Good data and reporting is crucial. Without good reporting, what's the point of having all the data in one place... SO much training, time and effort invested to get all the data into a CRM. And so often the data is crap, therefore making all that investment only useful for stuff like blasts (usually spamming). I say this because GHL, like most CRMs slow processes and people down. That's why adoption is abysmal unless people are forced to use CRMs.

With dispositions... PLEASE make it possible to make multiple required dropdowns / single clicks (in the case of yes/no) drop downs. This way the user can disposition in more than one way, after verifying with customer any key info? How did you hear about us? etc. Essentially market data (survey data). Call centers (front desks) that use calls to get market data, and crms that report on it, kill it!

Dispositions are simple opportunity (survey) fields!!!, but the dropdown idea is part of the ultimate idea --- Pop-up GUI.

After a call starts a GUI should take over the screen (or draggable pop-up for desktop) with the opportunity, and in that opportunity the agent can then make all the relevant updates (including to contact fields).

There is a dental software company that dental offices pay $700/month for called Weave... and these offices LOVE the large pop-up for calls, and justifies paying $700/month. The opportunity pops up with payment links... everything that is pertinent to the customer based on the phone number they called in with.

For now a single configurable dropdown would be a great place to start... but the roadmap is clear --- phone pop-ups. Contact records are only relevant when there is an opportunity at play, or to look up customer info... Honestly contact fields are storage, that is only good for access for opportunities, and outreach.

What I'm saying feels like such basic common sense, you're probably doing all of this. Please don't miss the boat on truly killer stuff that is SO FOUNDATIONA like the configurable pop-up GUI with dispositions tied to each customer interaction.

Keith Besherse

I know people want me to say all of this in one paragraph but hopefully you can see this vision as an insane reporting and UX, and value game changer. Why else would small little one-off dental offices pay $700/month. It is SO damn valuable in the moment, thats why! ... and insanely valuable for reporting.

IN SHORT: spam is a single click disposition that is a part of a bigger vision with the configurable pop-up GUI. No hunting and pecking.... making REALLY good use of real estate (right now lead connector does a terrible job of using real estate -sorry but its true).

GHL is a time taker. I believe there can be an ROI, but it takes more time than it gives... you have to either force people to use it, or help them realize in the investment has an ROI.

Automations are cool, but I've been trying to get automations to work for micro-business clients i have for three years... nothing has stuck that is innovative... just the most basic stuff like automatically create a contact from a lead form --- stuff every crm does.

Anyway for my clients, GHL takes more than it gives in time. I haven't seen an ROI actually for any of my clients, but some perceive an ROI, so if their happy I'm happy. Been at this for 4 years.

I see how people are selling the perception.

But automated reviews just don't work for example, or automating asking for referrals, or just any automated bot outreach.... my clients ask to turn them off because customers complain. I will say, none of them are using appointment reminders, which would be a clear ROI, but I'm not in a position to force.

Anyway... the pop-up serves up exactly what is needed at a touch point, and reduces the amount to time the CRM takes, and doesn't allow the user to get away from the pop-up until they disposition it. The GUI could be configured to a single button if the user wants. one click on the spam button and the pop-up closes.

This is another way to improve the GIVE / TAKE equation that every CRM has... the more it gives than it takes, the more people will engage, and feed it. The anser: a fully configurable pop-up GUI (really just the opportunity card)at each call touch point --- This is the way.

John Betterr, I agree wholeheartedly. Thanks for sharing.

I don't know who to tag to be sure this gets attention from HighLevel.

Sales & Marketing Core Platform RevEx Group Varun Vairavan Chase Buckner Robin Alex Shaun Clark