How To Add Followers For An Opportunity in HighLevel

• Setting Up Followers
• User Experience for Followers
• Practical Applications
• Example Workflow Integration
• Advantages and Limitations
• Future Enhancements
• Conclusion

Go HighLevel has introduced a game-changing feature called Followers, which allows up to 10 team members to track and manage an opportunity together. This feature is particularly useful for project management, sales teams, and any collaborative environment where multiple people need to stay updated on a project’s progress. Here’s how you can make the most of this new functionality.

Setting Up Followers

To get started with the Followers feature, follow these steps:

1. Accessing Staff Settings:
   • Go to your settings and navigate to the “Staff” section.
   • Select the user you want to manage and ensure they have the “Only Assigned Data” setting activated. This ensures they only see leads assigned to them.
2. Adding Followers to Opportunities:
   • Go to your opportunities list and select an existing opportunity.
   • Find the “Followers” section within the opportunity details.
   • Add the desired followers and click “Update.” Now, the selected users can follow the opportunity’s progress.

User Experience for Followers

Once added as a follower:

• Viewing the Pipeline:
  • Followers can log in to their account and view the opportunities they are following in their pipeline.
  • They can see all the details but cannot edit the owner, maintaining the integrity of the project’s management structure.

Practical Applications

The Followers feature is ideal for various scenarios:

1. Sales Teams:
   • Appointment Setters and Closers: In a door-to-door sales model, appointment setters can follow opportunities they’ve initiated, while closers manage and complete the sale.
   • Project Management: Assign a project manager to oversee the process, ensuring all stages are followed through to completion.
2. Project Management:
   • Collaborative Projects: Multiple team members can keep track of project milestones, updates, and tasks, ensuring everyone is on the same page.

Example Workflow Integration

Here’s a practical example of how you might integrate the Followers feature into your workflow:

1. Form Builder Setup:
   • Create a form to capture customer information and assign roles (e.g., appointment setter and closer).
   • Include fields for customer details and sales representative information.
2. Automation:
   • Set up an automation triggered by form submission to assign the project manager and create an opportunity.
   • Currently, adding followers manually is necessary as automation for followers isn’t available yet. To manage this, create a task prompting the project manager to add the appropriate followers.

Advantages and Limitations

Advantages:

• Enhanced Collaboration: Multiple team members can track an opportunity, ensuring everyone stays informed.
• Improved Project Management: Easily manage and assign roles within your team, from initial contact to project completion.

Limitations:

• Manual Addition of Followers: Currently, followers must be added manually, which can be time-consuming.
• Limited Editing Permissions: While followers can view details, they can’t edit critical information, which might be necessary in some cases.

Future Enhancements

While the Followers feature is already beneficial, a few enhancements could make it even more powerful:

• Automation for Adding Followers: Automating this process would save time and ensure consistency.
• Granular Permission Control: Allowing more specific editing permissions for followers would enhance usability.

Conclusion

Go HighLevel’s Followers feature is a valuable addition for any team that requires collaborative effort to manage opportunities. Despite a few limitations, it significantly enhances how multiple users can track and manage deals, projects, and more. As Go HighLevel continues to evolve, we can expect even more robust features to streamline our workflows.