Changelog

Feature update · Team Management

What This Update Is About

GoCSM can now track account ownership across your team. Team Connect lets you assign client sub-accounts to specific Customer Success Managers (CSMs), then filter any GoCSM dashboard down to just the accounts a given person owns.

Before this update, ownership was invisible to GoCSM. Every team member saw every sub-account, and knowing who was actually responsible for a given client lived in a spreadsheet, or in someone's memory. Now it lives in GoCSM.

This release answers three core questions for your team:

1. Ownership: Which team members are CSMs, and which sub-accounts does each of them own?

2. Coverage: How many accounts have an owner, and how many still need one?

3. Performance: How is each CSM's portfolio doing on health, revenue, and activity?

Key Features

• Tag Team as CSMs: Designate any team member synced from GoHighLevel as a Customer Success Manager with one click, individually or in bulk, from the new Users tab.

  

• Assign Sub-Accounts to CSMs: Connect each sub-account to a CSM from the new Assignments tab. Assignments save instantly and can be set, changed, or bulk-reassigned at any time.

  

• Workspace Coverage Stats: Four live cards track Agency Users, Tagged as CSM, Sub-Accounts Covered, and Needs Attention, updating automatically as you make changes.

• CSM Filter on Four Dashboards: Filter Account Health, Revenue Intelligence, Login Activity, and Adoption down to one or more CSMs, scoping every score, trend, and figure to just their accounts.

• More Accurate Accounts Requiring Attention: Account Health now only flags accounts with a genuinely low health score (70 or below), instead of always listing five accounts regardless of how healthy a portfolio is.

Why It Matters

As an agency grows past a handful of clients, dashboards stop being useful if everyone sees everything. A CSM managing 30 of 300 accounts shouldn't have to scroll past the other 270 to find what needs their attention, and a manager reviewing team performance shouldn't need a spreadsheet to know who owns what.

With this update, every person on your team gets a view scoped to what they're actually responsible for, coverage gaps are visible the moment they open GoCSM, and reassigning a departing CSM's accounts takes minutes instead of a manual audit.

Have a feature request or spotted a bug? Let us know on our Ideas Board or submit a ticket through our Chat Widget. We're here to help!

Feature update · Product Adoption

What This Update Is About

GoCSM now determines SMS activation based on whether a phone number is A2P verified. This gives you a far more accurate picture of which sub-accounts are truly ready to send SMS at scale.

Key Features

• A2P-Based SMS Activation — A phone number now counts as activated only once it's A2P verified, giving you a compliance-aware signal of real SMS readiness check.

  

• Updated "Asset Activation Pending" Trigger — The Asset Activation Pending workflow trigger now reflects the new criteria. SMS assets stay in a pending state until A2P verification completes, so any automation you've built fires against the correct, accurate definition of activation.

• More Reliable Adoption Signal — By tying activation to A2P verification, GoCSM surfaces sub-accounts that aren't truly ready to message — before they run into deliverability issues or compliance blocks.

Why It Matters

SMS is one of the highest-impact channels GHL offers — but only if numbers are properly registered. An account that isn't A2P verified isn't actually capable of running real campaigns, and it is a genuine adoption gap.

Have a feature request or spotted a new bug? Let us know on our Ideas Board or submit a ticket through our Chat Widget — we're here to help!

Feature update · Product Adoption

What This Update Is About

GoCSM can now track two of the most widely-used GHL features — Forms/Surveys and Websites/Funnels — giving you a clearer picture of whether your sub-accounts are actually using the tools they're paying for.

Before this update, adoption gaps in these two areas were invisible. An agency could have hundreds of sub-accounts with no active forms, zero funnel traffic, and no web presence — and GoCSM wouldn't flag it. Now it does.

The tracking answers two core questions for each sub-account:

1. Forms/Surveys: Has the sub-account built forms or surveys — and are they getting submissions?

2. Websites/Funnels: Has the sub-account published web assets — and are they receiving traffic?

   

Key Features

• Forms & Survey Asset Tracking — GoCSM now detects whether a sub-account has forms or surveys built, so you can distinguish accounts that are genuinely set up from those that have never touched this feature.

• Form & Survey Submission Counts — Beyond just checking if forms exist, GoCSM tracks submission volume — giving you a direct signal of whether sub-accounts are actively generating leads and capturing data.

• Website & Funnel Asset Tracking — GoCSM now checks whether a sub-account has published websites or funnels — surfacing accounts with no web presence before they become a retention risk.

• Website & Funnel Traffic Data — For accounts with active web assets, GoCSM tracks page view volume, so you can see whether those funnels are actually driving traffic or sitting dormant.

• Health Score Integration — Both features now feed directly into the Product Adoption pillar of each sub-account's Health Score. If a sub-account has no active forms or no funnel traffic, that gap is reflected in their score — automatically.

• Dedicated Tracking View — In addition to contributing to the Health Score, Forms/Surveys and Websites/Funnels data is also surfaced in a dedicated tracking section, so you can drill into the specifics without wading through the full health breakdown.

Why It Matters

Forms and funnels are where GHL delivers the most immediate, visible ROI for end clients. If a sub-account isn't using them, they're not seeing results — and accounts that don't see results churn.

With this update, you can proactively identify under-adopted accounts before frustration sets in, prioritize outreach toward accounts that haven't launched a single form or funnel, and confidently separate accounts that are genuinely active from those that are just technically onboarded.

Have a feature request or spotted a new bug? Let us know on our Ideas Board or submit a ticket through our Chat Widget — we're here to help!