Contacts
A contact groups every call with the same borrower, so you see the whole conversation history in one place.
Who can use it: Owners, Admins, and Managers.
Use the contacts list
- Open Contacts in the sidebar.
- Choose All contacts or Needs attention. Needs attention can filter to Salesforce issues or Risky calls.
- Search by name, phone, or email with Search contacts….
- Filter by pipeline stage or contact type.
- Click Export CSV to download the current list.
The list shows Contact, Calls, and Last call. Speed to Lead appears when your organization tracks it. Salesforce columns (Identified, Written, Sync Issues, Last Sync, Assigned LO) appear for organizations with Salesforce connected.
Open a contact
Click a contact, or click a contact name on any call. Tabs on the contact page:
- Timeline: every call and message with this contact.
- Data sets: extracted values from all calls. See Call setup.
- Scorecard: scores across the contact's calls.
- Mortgage app: shown when your organization uses mortgage applications.
- Salesforce: shown when Salesforce is connected.
The header links to the matching GoHighLevel record when one exists.
Ask Aila about a contact
Click Ask Aila on the contact page to ask questions across the contact's calls, such as "What follow-ups did we promise this borrower?"