I have clients that find lost money for people. (unclaimed funds). The leads come in a spreadsheet where there's one main contact with 3 phone number fields and there are 5 relatives each with 3 phone numbers associated with that one contact.
The dialer in GHL only calls the phone number of the main contact, so we copy and paste relative phone numbers into the softphone.
The issue is, when a relative calls back, a new contact with no name is created automatically, so when we search the phone number that calls back, we can't find the contact that the relative phone number is associated with.
Does GHL have some kind of way to do sub-contacts? Names and phones under a main contact? If we used Smart Lists, we would have to have 500 smart lists, one for each main contact with the relative names and phone numbers.
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The original post in the “GHL Experts” Facebook group discusses an issue faced by a user who deals with unclaimed funds and uses GoHighLevel (GHL) CRM software. They receive leads in a spreadsheet where one main contact is associated with multiple phone numbers, along with five relatives each having their own set of phone numbers. However, when a relative calls back, GHL automatically creates a new contact with no name, making it difficult to connect the phone number to the associated relative.
In this case, the user is seeking a solution to effectively manage sub-contacts under a main contact in GHL. They mention the possibility of using Smart Lists, but highlight the need for a large number of lists, which is not a practical approach.
In response to this issue, it would be useful to mention that while GHL does not have a specific sub-contact feature, there are workarounds that can be implemented. One solution could be to create custom fields within the contact record to store the names and phone numbers of relatives. This will allow the user to maintain the association between the main contact and their respective relatives.
Another suggestion could be to utilize tags or labels within GHL to categorize and identify the relationship between the main contact and the relatives. By applying appropriate tags, the user can easily search and filter contacts based on these relationships.
It is important to note that GHL continuously updates and improves its features based on user feedback. Therefore, it is recommended for users to read the comments below the article and check the source link for any responses or updates from the GHL team regarding this specific topic.
Overall, the original post highlights an issue faced by a user when managing contacts with multiple phone numbers and their respective relatives in GHL. While there may not be a direct sub-contact feature, there are alternative methods such as custom fields and tags that can be utilized to overcome this challenge.
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