Hey Skool fam 👋 Curious if anyone in this group has run into this: we manage a CRM for a client with multiple setters/SDRs working the same pipeline. Every new lead kicks off 2 daily tasks (morning call / afternoon call), each one logged with a note once the setter completes it. The client's ask is simple on paper — "show me how many tasks each person on the team knocked out today" — but turns out there's no single native screen for that. Contacts → Tasks lets you filter by Assignee + Due Date + Status, which works great, just one person at a time. Agent Reporting would give a per-user breakdown too, but only if you're routing calls through GHL's native telephony (Twilio/LC Phone) — which this client isn't using, so that route's off the table. Has anyone in the Technical Implementation crowd cracked this without bolting on Sheets/Zapier/etc.? Or is "filter one setter at a time" just the accepted workaround for now? Appreciate any pointers 🙏

My current setup is gohighlevel.com for CRM, funnels, and automations, chatgpt.com for working through ideas and troubleshooting, and floment.ai for organizing projects, tasks, and what I’m actually working on next. Keeps GHL focused on running the business instead of becoming the place I dump every random task and idea. Curious how other GHL users organize the stuff that happens outside the CRM?

You start with a pipeline, then add workflows, funnels, calendars, follow ups, and suddenly you’re trying to remember why you built something three weeks ago. I’ve been keeping gohighlevel.com for the CRM and automations, docs.google.com for documenting anything important, and floment.ai for tracking what I’m currently building or improving. Makes it much easier to separate “this exists in GHL” from “this actually needs my attention.” What’s the one part of your GHL setup that gets messy the fastest?

What’s ONE GoHighLevel feature or workflow that you started using and thought: “How did I not know about this sooner?” 😂 For me, it could be something as simple as automations, snapshots, workflows, pipelines, or something completely unexpected. I’m curious what everyone else is using 👀 Drop yours below — and if you can, tell us WHY you love it. Let’s build a little “GHL things everyone should know” thread 👇🔥

One thing I have learned from working with GoHighLevel is that a well organized customer relationship management system can make a huge difference. When contacts, conversations, opportunities, tasks, and follow up processes are properly organized, it becomes much easier to manage leads and stay on top of every opportunity. You should not have to spend hours searching for information or figuring out what needs to happen next. A good GoHighLevel system should be simple, organized, and easy to manage. What is one part of your GoHighLevel system that you would like to improve?