Collapse & Resize Pipeline Stages in Kanban View

Managing pipelines just got a lot easier.

You can now collapse, expand, and resize stages in the Opportunities Kanban view—so you can focus only on what matters.

👀 What’s New

• Collapse and expand stages in Kanban view

• Resize columns to prioritize important stages

• Layout preferences are saved automatically (per user)

⚙️ How It Works

• Go to Opportunities → Kanban view
• Click on a stage header (< / > icons) to collapse or expand it
• Drag column edges to resize stages
• Double-click the divider to reset a column to its default size

⭐ Why It Matters

• Clean up clutter in large pipelines
• Focus on high-priority deals
• Customize your workspace without affecting your team
• Better visibility, less scrolling

📝 Notes

• Layout preferences are stored locally (browser-based). Bringing it to smart views soon so you can save changes permanently
• Changes are user-specific and won’t impact other users

Collapse & Resize Pipeline Stages in Kanban View

Managing pipelines just got a lot easier.

You can now collapse, expand, and resize stages in the Opportunities Kanban view—so you can focus only on what matters.

👀 What’s New

• Collapse and expand stages in Kanban view

• Resize columns to prioritize important stages

• Layout preferences are saved automatically (per user)

⚙️ How It Works

• Go to Opportunities → Kanban view
• Click on a stage header (< / > icons) to collapse or expand it
• Drag column edges to resize stages
• Double-click the divider to reset a column to its default size

⭐ Why It Matters

• Clean up clutter in large pipelines
• Focus on high-priority deals
• Customize your workspace without affecting your team
• Better visibility, less scrolling

📝 Notes

• Layout preferences are stored locally (browser-based). Bringing it to smart views soon so you can save changes permanently
• Changes are user-specific and won’t impact other users

Collapse & Resize Pipeline Stages in Kanban View

Managing pipelines just got a lot easier.

You can now collapse, expand, and resize stages in the Opportunities Kanban view—so you can focus only on what matters.

👀 What’s New

• Collapse and expand stages in Kanban view

• Resize columns to prioritize important stages

• Layout preferences are saved automatically (per user)

⚙️ How It Works

• Go to Opportunities → Kanban view
• Click on a stage header (< / > icons) to collapse or expand it
• Drag column edges to resize stages
• Double-click the divider to reset a column to its default size

⭐ Why It Matters

• Clean up clutter in large pipelines
• Focus on high-priority deals
• Customize your workspace without affecting your team
• Better visibility, less scrolling

📝 Notes

• Layout preferences are stored locally (browser-based). Bringing it to smart views soon so you can save changes permanently
• Changes are user-specific and won’t impact other users

Overview

We’ve upgraded the Notes section in GoHighLevel CRM to make it more structured, searchable, and actionable. Previously limited to plain text entries, notes can now be organized and prioritized more effectively. These enhancements are designed to improve productivity and streamline contact management workflows.

What’s new?

• Note title – Add a clear heading for better structure and searchability.
• Color-coded notes – Visually categorize notes for faster identification.
• File attachments – Add supporting documents directly to notes.

• Pin notes – Keep critical notes fixed at the top of the timeline. Maximum of 2 notes can be pinned.

• The search functionality is on both the title and the description.

How to use?

• Navigate to a contact and open the Notes section from the right panel.
• Click Add Note, enter a title and description.
• Select a color label, pin if needed, and attach files.
• Save the note to keep it organized within the contact timeline.

Why this matters?

• Helps teams quickly identify high-priority or critical information.
• Improves organization with visual categorization and structured titles.
• Centralizes documentation by attaching relevant files to notes.
• Reduces time spent searching for key contact insights.

What’s next?

• Rich text editor for better formatting
• Ability to rearrange notes manually.
• Ability to tag users
• Auto-save or save draft functionality.
• Microphone support to dictate notes.

Stay tuned — we’re continuing to make Notes more powerful and productivity-focused!

Email AI can now leverage the Knowledge Base to generate more accurate and helpful responses using available help articles.

🚀 What we did

• Integrated Email AI with the Knowledge Base to enable AI responses based on existing help articles.
• Email AI now automatically references available knowledge base articles when generating responses.
• Newly added or updated articles are automatically included, ensuring responses stay up to date without manual configuration.

✅ Benefits

• Provides more accurate and contextual email responses based on verified help content.
• Ensures responses stay up to date as new knowledge base articles are added.
• Reduces manual effort by automatically leveraging existing help documentation.
• Acts as a platform guide for the users to navigate through the UI without raising tickets.

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