February 21

0 comments

Sub Account Dashboards: Introducing Conversation Widgets!

By David Holland

February 21, 2024

Share0
Tweet0
Share0

New widgets for Conversations in Dashboards are introduced to enhance team efficiency and customer engagement. They offer insights on unread messages, assignee distributions, and new conversations started this week. Various visualization options include tracking unread messages, conversations, distribution by channel, and assigned conversations. Users can customize their widgets to monitor team performance and improve customer engagement. Instructions provided on adding and utilizing these widgets. [Learn more here](https://help.gohighlevel.com/en/support/solutions/articles/155000001212-feature-document-custom-widgets).

 Previous
Next

Estimates: New filter (Viewed) and Product Descriptions

**Updates:** 1. **New Estimate Status**: Added “Viewed” status for better tracking and communication. 2. **Product Description Import**: Automatically

More
Estimates: New filter (Viewed) and Product Descriptions

Realtime Multi Currency Supported Dashboard Stats for Invoices & Estimates

Dashboard now supports real-time currency conversion for invoices and estimates, consolidating stats into a single currency. Users with

More
Realtime Multi Currency Supported Dashboard Stats for Invoices & Estimates

Multi-Location Management Within a Single Subaccount 🚀

**Multi-Location Online Listing Management** launched; centralizes control for agencies/businesses with multiple locations. **Key Features:** 1. Unified Control: Manage

More
Multi-Location Management Within a Single Subaccount 🚀

Cancel Ad manager subscription for sub-account in UI

**TLDR**: Ad Manager now has a Subscription tab for viewing and managing subscriptions, including cancelation for sub-accounts. Users

More
Cancel Ad manager subscription for sub-account in UI

Community leaderboard – Workflow Trigger & Action

**New Features:** – Workflow automation for gamification points: – **Trigger:** User leaderboard level change activates workflow. – **Action:**

More
Community leaderboard – Workflow Trigger & Action

Custom Value linkage: Documents and Contracts

**Summary:** New feature allows linking text/date fields in Documents/Contracts to custom values, auto-updating records post-signature. Users can download

More
Custom Value linkage: Documents and Contracts

Direct Your Visitors to a Clear Action at the Bottom of the Page

Clear Call To Action Button
>