🚀 Overview

You can now sort Opportunities using custom fields. Organize your pipeline based on the data that actually matters to your business.

✨ What’s New

• Sort Opportunities using custom fields
• Supported field types: Single Line, Multi Line Text, Dropdown (Single Select), Radio Select, Number, Monetary, Phone, Date
• Works with existing sort functionality
• Available across all pipelines and views

👷 How It Works

• Go to Opportunities
• Click on Sort

• Select a custom field

• Choose ascending or descending
• Opportunities reorder instantly

⭐ Why It Matters

• Prioritize deals based on your own data
• Reduce manual effort in pipeline management
• Get better visibility into key deal attributes
• Move beyond default-field limitations

🚀 Overview

You can now sort Opportunities using custom fields. Organize your pipeline based on the data that actually matters to your business.

✨ What’s New

• Sort Opportunities using custom fields
• Supported field types: Single Line, Multi Line Text, Dropdown (Single Select), Radio Select, Number, Monetary, Phone, Date
• Works with existing sort functionality
• Available across all pipelines and views

👷 How It Works

• Go to Opportunities
• Click on Sort

• Select a custom field

• Choose ascending or descending
• Opportunities reorder instantly

⭐ Why It Matters

• Prioritize deals based on your own data
• Reduce manual effort in pipeline management
• Get better visibility into key deal attributes
• Move beyond default-field limitations

🚀 Overview

You can now sort Opportunities using custom fields. Organize your pipeline based on the data that actually matters to your business.

✨ What’s New

• Sort Opportunities using custom fields
• Supported field types: Single Line, Multi Line Text, Dropdown (Single Select), Radio Select, Number, Monetary, Phone, Date
• Works with existing sort functionality
• Available across all pipelines and views

👷 How It Works

• Go to Opportunities
• Click on Sort

• Select a custom field

• Choose ascending or descending
• Opportunities reorder instantly

⭐ Why It Matters

• Prioritize deals based on your own data
• Reduce manual effort in pipeline management
• Get better visibility into key deal attributes
• Move beyond default-field limitations

Overview:

We have introduced a set of usability improvements to the New Conversations UI to reduce friction during active conversations, especially calls, so you can update contact details, switch channels, and navigate the interface more efficiently.

👀 What’s New?

1. Update Contact Details While Viewing Call Transcripts: Previously, viewing a call transcript overlaid the contact details right panel, preventing users from updating information during a call. Now, transcripts open in the center panel – allowing you to view transcripts and update contact details simultaneously without losing context.

2. Send Emails Instantly During Calls Without Refreshing: Earlier, when a contact shared their email id during a call, updating the email field did not enable the email channel in the composer unless the page was refreshed – disconnecting the call. The composer now updates in real time, allowing you to continue the call and send emails without interruption.

3. Call Option Restored in New Conversation Flow: When starting a conversation using the “Create New Conversation” button, the call option was missing from the center panel. This has now been restored, enabling seamless call initiation from new conversations.

4. Improved Translations & Better Handling of Longer Text: Previously, some parts of the page were not fully translated, and longer text in certain languages caused UI breakages. We’ve added the missing translations and improved text handling with truncation and tooltips -ensuring a consistent, fully translated, and stable UI across languages.

Feature Overview

Users can now easily access and review form submissions directly within the Conversations section, improving visibility and response workflows.

What’s New

• Form Submissions Embedded in Conversations

Form responses are now automatically attached to the relevant conversation thread.

Enables quicker context without switching tabs.

• Unified View of Contact Interactions

View messages, form submissions, and interaction history in one place.

Reduces the need to navigate across multiple sections.

• Improved Lead Context for Faster Follow-ups

Instantly see what a lead submitted before replying.

Helps personalize communication and improve conversion rates.

How It Works

Navigate to Conversations.

Open a conversation tied to a contact who submitted a form.

Locate the form submission card/message within the thread.

Click to expand and view full submission details.

Key Notes

Works for forms created within HighLevel.

Submissions appear automatically when tied to a contact/conversation.

Visibility depends on proper form-to-contact association.

Impact

Faster response times

Better context for sales/support teams

Streamline

d communication workflows

<img src="https://canny-assets.io/images/15e5d4ca8c2a51f249543455a7060b33.png" alt="1DWSCHJgkQVlhqQWqpkcomNX8aSEu9BQ” loading=”lazy”>