by | Jul 24, 2025 | Uncategorized
What’s new? – Send Invoice, Send Estimate, and Send Recurring Invoice actions now include a Channel dropdown. – Choose Email, Text, or Email & Text for each action—no more separate steps or duplicate actions required. How to use? – Open...
by | Jul 24, 2025 | Uncategorized
Overview To strengthen security and prevent fraudulent use of regulated phone numbers, HighLevel has introduced Persona identity verification into the phone number purchasing process for numbers in the United States, Canada, and Puerto Rico. When Is Persona Required?...
by | Jul 23, 2025 | Uncategorized
What’s New? We’ve rolled out two highly requested upgrades to boost your Conversation AI performance — making your bots smarter and more flexible. 1. Add Contact Info – Now Supports Up to 20 Fields! You can now update up to 20 contact fields within a single bot...
by | Jul 23, 2025 | Uncategorized
You can now drill down into individual pipeline performance directly from the general widgets you already use. 👀 What’s New? Previously, the Opportunity Status, Opportunity Value, and Conversion Rate widgets displayed aggregated values across all pipelines. This made...
by | Jul 23, 2025 | Uncategorized
Stay in the zone and connect with leads directly from the mobile app using your own SIM number. 🧩 The Problem You’re reviewing contacts, opportunities, or conversations in the app and want to call a lead – only to realize you haven’t set up a bought a business...
by | Jul 23, 2025 | Uncategorized
Streamline Calls with In-App Call Scripts Give your team real-time guidance to close more deals, stay consistent, and build better conversations. 🧩 The Problem Agents often face uncertainty during calls, missing key qualifiers, forgetting talk tracks, or handling...
