The GHL needs teams now — or risks being replaced by platforms that offer them.
M
Mira leads
Objective: Improve metric tracking, lead distribution, and internal communication among user groups within the platform.
Current Problem:
Currently, GHL only allows the addition of individual users without the ability to organize them into teams. This limitation impacts:
Group Metrics: It’s impossible to analyze conversion rates, performance, or productivity by team (e.g., sales team vs. support team).
Uneven Lead Distribution: Leads are assigned to individuals, not teams, which can overload some users while leaving others underutilized.
Fragmented Communication: There’s no way to send targeted notifications to specific groups (e.g., alerts to the sales team about hot leads).
Proposed Solution:
Introduce a "Teams" feature within GHL, with the following functionalities:
- Team Creation
Hierarchical Organization: Allow admins to create teams (e.g., "Sales SP", "24/7 Support") and assign users to multiple teams if needed.
Customizable Permissions: Define access levels by team (e.g., sales team can edit pipelines, marketing team can only view reports).
- Team Metrics
Custom Dashboard:
View total conversion by team (e.g., how many leads from Team X became customers).
Compare performance between teams (close rates, response times, etc.).
Filter reports by team for strategic analysis.
Automatic KPIs: Generate metrics like "Team Conversion Rate" or "Leads Assigned per Team" in charts and tables.
- Lead Distribution to Teams
Automated Rules:
Distribute leads evenly among team members (e.g., round-robin).
Prioritize teams with lighter workloads or higher conversion rates.
Assign leads based on tags or specific criteria (e.g., SP leads → SP sales team).
Workload Balancing: Prevent overload by monitoring how many leads each team is handling.
- Internal Notifications by Team
Targeted Alerts:
Send real-time notifications to entire teams (e.g., "New urgent lead for the sales team").
Integrate with channels like Slack, email, or push notifications within GHL.
Automated Reminders: Notify teams about pending tasks (e.g., follow-ups for unattended leads).
Strategic Importance for GHL:
Scalability: Larger businesses need to manage multiple teams without losing the big-picture view.
Decision-Making: Team metrics help leaders identify gaps and reallocate resources effectively.
Customer Experience: Evenly distributed leads are attended to faster, boosting satisfaction.
Competitiveness: Platforms like HubSpot and Salesforce already offer this feature – GHL needs to keep up.
Example Use Case:
A marketing agency with 3 teams (Sales, Onboarding, Support) would use GHL to:
Measure which team converts the most leads into meetings.
Distribute 100 leads/day evenly among 10 sales reps.
Send an automatic alert to the support team when a client opens a critical ticket.
Technical Implementation Suggestion:
Simple UI: Add a "Teams" section in the settings menu, with drag-and-drop user assignment.
APIs for Automation: Allow teams to be used in workflows (e.g., "Send lead to Team X if tag is Y").
Integration with Existing Features: Link teams to pipelines, calendars, and campaigns.
Why This is Urgent:
Businesses are migrating to GHL for its flexibility, but the lack of team management limits its use for medium/large organizations. This feature would transform GHL into a truly competitive all-in-one platform.
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R
Ryan Hartigan
Looks like Sales & Marketing just merged a bunch of posts here yesterday, may be a good sign they are going to look at this soon
S
Sales & Marketing
Merged in a post:
Ability to Create teams
M
MK Mojica
Now that we are able to add followers to the contacts and opportunities, it'll be great to have the ability to create teams or groups....
Ex. Real estate brokerage has 3 different teams, each team has a team leader, the team leader needs to see the data assigned to their reports. Having the ability to create teams will avoid manually adding followers...
Ex. Every time James Jones gets added as assigned user his team gets added as followers.
S
Sales & Marketing
Merged in a post:
User Groups
J
Joshua Dayrit
Have the ability to create user groups.
For example, assign a group of users as "setters" or "closers".
This way in automations we can round robin to a user group, rather than manually editing the automations to add new team members.
It would also allow us to filter by user group in the contacts list.
S
Sales & Marketing
Merged in a post:
Creating User Teams
T
TJ Garland
Currently, users are all individuals. In the workflow (see attached image), when I want a lead assigned to someone from the sales team, I need to manually list every person in the sales team in the workflow. If the sales team are part of several workflows, this is a lot of work with a risk of error.
Creating a team of users, with the option of a user to live in multiple teams, means the workflow could select SALES TEAM, instead of each individual in the team. This means, when the members of the sales team change, only the SALES TEAM bucket needs its contents updating, instead of going into every workflow where members of the sales team are selected and making changes one-by-one, with an increased chance of errors.
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Thiago Nunes
This is something really simples, why can't we have this?
This is one of the things that would be huge for the system and it is really simple
F
Francisco Hernández
Please, GHL team, do we have any feedback on this?? It's a MUST for this time and age!!
J
Joel Rduch
Any Updates on this?
Great as a extension of this would be to have the possibility to give access to different contact data folders to different user groups. Lets say the financial data a contact gets assigned like banking data and so on is only visible to bookkeeping group not sales. Sales can only get base data like name - e-mail, phone and so on. So like when creating or changing a new data group for contacts let us choose which user group can access and please not only by Agency / Sub-Account - User / Admin but by user groups created by ourselfes
J
Juan Cortez
Upvoted this myself. Small work around was to create an Assign to User Sub-workflow and this is where I place the assign users action. Then as users come and go to a so called "Group", I only have to edit the workflow for groups such as Sales, Technical, General.
Then I use the Sub-workflow in place of the Assign User action in the Main workflow. Groups is a better alternative, but at least I have minimized where to make changes.
The User Group should also be able to be assigned to a round robin calendar.
A
Abdul Aziz
Exactly! When can we see a change??? HighLevel Support
A
Adam Glynn
Agreed, this would save so much
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