Feature Requests

Evaluate supporting multi-location views from GoHighLevel so agencies can see all locations in a single dashboard. The client wants to be able to see multiple locations under one dashboard without having to click through multiple dashboards. The client wants to be able to view combined data from multiple locations under one dashboard as a “sub-agency”. For example, like viewing all the combined data from Arby’s locations in Florida under one dashboard.

Instead of having users review LSAs to move the leads into Completed, Archived status, review the quality of the lead in Crystal Insights and automatically move the lead to the desired status in LSA. This could also be used for credit requests for poor leads.