Contact Details View
6 articles60 explained images
Activity Section Upgrade
Learn how to navigate and leverage the redesigned Contacts → Activity section. Featuring new icons, date groupings, clickable cards, and enhanced performance. Note: To enable this feature, go to Settings > Labs >…
2 min4Contacts – All-New Contact Detail Page
The all-new GHL Customer Care Contact Detail Page delivers a faster, cleaner, and smarter way to view every customer interaction in one place. This article explains what changed, why it matters, and how to start using…
4 min21How to Create Subscriptions & Invoices from Contact's Profile
This new feature simplifies billing by enabling businesses to create subscriptions and invoices for a particular contact without needing to search for that contact from within a different section of the app! This guide…
3 min4How to Customize the Contact Detail Page
Contact Detail Page customization in GHL Customer Care lets admins tailor contact records to match each workflow. This article explains how to create views, organize panels and modules, manage visibility, and assign…
7 min16Enhanced Document Privacy & Access Controls
Document Management Enhanced Document Privacy & Access Controls Securely share contact documents with configurable link types, expiration dates, and download permissions What You'll Learn Enhanced Document Privacy &…
8 min6How to Use the Contact Overlay in GHL Customer Care
The Contact Overlay in GHL Customer Care makes it easier to review contact information and conversations while working in Opportunities or Appointments . Instead of automatically navigating away from your current page…
4 min9