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2 contributions to GoHighLevel w/ Robb Bailey
Internal forms that populate with client details
One for the Brains Trust... Is there a way in GHL to create a form for internal use that prepopulates fields by selecting the Contact from a dropdown field? We want is so the team member doesn't have to complete details that we already have. It's for an onboarding process. TIA
2 likes • Dec '23
Thanks @Nenad Krsnik . It would be a form that the client doesn't have access to. We're just going to enter the data directly into the client's contact record instead.
0 likes • Jan '24
@Jason Rule Thanks Jason. We've worked out how to do it just using custom fields in the contact's profile.
Upgrading from Subaccount to Agency Pro Account
We recently had our subaccount transferred from one agency to another and lost our conversation history, notes etc in the process. The Opportunities also had to be recreated from scratch. If we were to take up your Agency Masters Elite affiliate upgrade offer and upgrade our sub account to an Agency Pro account, would the same thing happen again? Or does that transition keep all the data intact? (I know we'd have to redo our integrations again and that's not an issue but I'm curious about the data side of things) Thank you in advance. @Robb Bailey @Haplin Milgrom-Hills
1 like • Dec '23
@Joe S what if we're upgrading using an affiliate link for another agency?
1 like • Dec '23
@Joe S thank you again.
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Brett Jarman
3
44points to level up
@brett-jarman-9936
Helping ambitious professionals, executives & business owners regulate stress & redifine success on their terms, using Vedic Meditation & mentoring.

Active 31d ago
Joined Dec 14, 2023
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