🆕 This Week in HighLevel: Task Makeovers, Automated Affiliate Perks, WhatsApp Goodies & More!
🆕 This Week in HighLevel: Task Makeovers, Automated Affiliate Perks, WhatsApp Goodies & More! 🦸♀️
Hey HighLevelers! Another week, another boatload of upgrades. If you blinked, you might've missed something snazzy (don’t worry, we’ve got your back 🤓). Let's break it down and see how your life just got a whole lot easier and a smidge cooler.
🎯 Unified Task UI: Contacts & Opportunities Just Got a Makeover!
Organizing your tasks used to feel like trying to herd cats. Now? It just feels like…herding well-trained cats 😸.
- Consistent & Speedy: Creating or editing tasks is now the same spiffy experience in Contacts and Opportunities.
- Add Recurring Tasks Everywhere: Set repeating reminders so you’ll never forget Taco Tuesday again!
- Way Better Filters & Search: Find the right task in a click, not after scrolling for the rest of your week.
Turn it on: Go to
Settings > Labs > Enable 'Task Management UX Enhancement'
Why should you care? Because now your workflow is smooth as butter in both modules. That means less confusion, faster execution, and more time for actual work (or memes). See examples!
⭐️ Sub Account Affiliate Manager: Level Up Automatically (No Manual Elbow Grease!)
Affiliate program managers, rejoice! Your spreadsheets are about to breathe a sigh of relief. Now HighLevel can automatically promote affiliates to new campaigns once they smash a milestone (oops, we mean gracefully achieve their objectives).
- Set goals! Like 100 customers or $5,000 revenue.
- Pick what happens: Do existing customers stay with the original affiliate, or follow to the new campaign? You decide.
- Supports website/store/funnel campaigns — External website campaigns can level up too, just within their own kind.
No more keeping tally on sticky notes. Just set it, forget it, and reward your affiliate legends automatically!
Learn how to level up the easy way
🦄 Prospecting Tool Gets Superpowers: Smarter Categories
Your categories just leveled up (if only our snack drawers could organize themselves as easily):
- Longer Names: Categories can now be 50 characters. Name things how you want. Goodbye, "ProspectA-B-C-v2-FINAL." Hello, clarity.
- Instant Search: Use the shiny new search bar when picking categories. No more endless hunting or lost-in-the-sauce moments.
- Easy Sorting: Alphabetical (A-Z or Z-A), so the chaos is officially canceled.
If you wrangle lots of leads, these changes are chef’s kiss for your workflow. Get all the details here
💰 Pass Processing Fees to Customers Easily
Ever wish customers could see the extra fees you have to cover? Wish granted!
- Choose to add fees at checkout (funnels, forms, invoices, payment links, etc.).
- Pick your fee name and percentage. Make it fun! ("Unicorn Handling Fee", anyone?)
- Your customers see it as a separate line item—transparency FTW.
Great for keeping your margins, well, marginally less stressful. Note: Already-sent invoices won’t change (phew).
📈 Agency Rolled-Up Reporting Now Shows WhatsApp Metrics!
Don’t leave your WhatsApp data out of the fun:
- Track inbound and outbound WhatsApp messages across ALL sub-accounts.
- Filter, export, and view WhatsApp stats in those beautiful agency-wide roll-up reports.
Just picture that data, all sitting together so nicely. It'll make your inner data geek shed a joyful tear.
🦾 Sub-Account Affiliate Manager: Bug Squish Report
- Stripe duplicate payments? Fixed!
- Name updates vanishing? Nope, they’re sticky now.
- Date filter, table loading, tax info issues—all squished. Keep those affiliates smiling 😁.
- Empty tables now actually load (no more staring contests).
If you use the affiliate tools, it’s now more reliable than a golden retriever with a tennis ball. See details
🧑🎓 Badges in the Certificate Builder! Achievement Unlocked!
No more boring awards — now give badges (they’re like medals, but cooler and easier to share 👾).
- Fully customizable (think: colors, shapes, unicorns, you name it)
- Use templates or start from scratch
- Export as PNG or share on social right away!
- Boosts motivation for your users — everyone loves to show off!
🚦 Funnel Redirection Fix: No More Broken Links When Cloning
Remember when copying a funnel used to bungle all your internal links, making you feel like you were in a maze? Now, internal navigation (Go to Page/Step) updates automatically in clones and snapshots. No more spending the afternoon playing “Where did my button go?”
Cloning is now quick, smooth, and will not lead to accidental rage-quitting. 🙏
🟢 WhatsApp: FREE 30-Day Subscription Trial!
Curious about integrating WhatsApp? For a limited time (June 12 – Sept 1), agencies and sub-accounts can trial WhatsApp — FREE for 30 days (messaging charges still apply).
Just enable via your agency dashboard, enjoy all the features, and see what the WhatsApp fuss is about. Billing kicks in only after the first month, so you can try before you buy — just don’t forget about it, or it’ll sneak up on you like overdue homework.
Read the FAQ & guide here
🎉 That’s a Wrap!
Your to-do list can get shorter (or at least less annoying) thanks to these changes. From smoother task management and smarter affiliates to fee transparency and next-level reporting, HighLevel upgrades are here to help you win at work — and maybe unlock a badge for it too!
Found a bug? Got a question? Just want to send us a meme? Drop us a line. Until next update, HighLevelers — keep leveling up! 🚀
