Request Feature

I would like all data that can be exported for each Sub Account in GHL to be accessible within the platform for use in automations.

Having the "time spent" in each area of the HL platform is great. What would also take this to the next level is to allow: Activated workflows Workflows in Draft Workflow metrics; How many active, how many have entered over lifetime, how many opt outs from the workflow

I LOVE GHL's Weekly Update video that updates agency users on the newest new features and functions. Would love that with GoCSM to constantly increase my knowledge and awareness of the software.

I learn via videos. Would love something like a GoCSM academy, a repository of how to use the system.

add a button to the contact record that when clicked opens up a new tab with that customer's account open from our agency

Allow agencies the option to carry forward unused CSM hours to the next month, providing an innovative way to maximize their service value and improve client retention.

Please allow is to add individual tasks on tickets

Please allow us to add private/public notes in a ticket.

To show the remaining CSM hours per the company on the submitted ticket area