<aside> ⚠️ v1.25 [PZ] HighLevel Changes

Last updated: July 10, 2023

This week’s revisions are minor and have no functional differences compared to the past version.

Updated Opportunity Statuses:

We’ve updated how our system tracks leads. We identified that there was a bug causing leads that we were currently in contact with to have their opportunity be set to “lost”.

This has been updated for all accounts already.

</aside>

<aside> ⚠️ v1.24 [PZ] HighLevel Change

Last updated: June 22, 2023 12:27 AM (EDT)

https://share.descript.com/view/8L2DSyJEP8K

The user shared a transcription of a video update. Here are the key updates that were discussed in the video:

Lead Follow-Up Update

Users can now set leads to "currently in contact" status, which notes that you’re actively communicating with them. This is helpful when users want to avoid touching people who are already in the process.

Smart List

The smart list feature allows users to filter leads based on their booking status and save the filtered list as a smart list. The saved list can be used to send a text all at once to all unbooked leads.

Upcoming Updates

The user mentioned more updates coming, including a fully AI chatbot and an auto-engagement feature for leads. These updates will help users answer patient questions and ensure that leads are followed up with properly.

</aside>