CRM and Sales Release Notes

Updates for customer relationship management, prospecting, sales engagement, and revenue intelligence tools.

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Products (8)

Latest CRM and Sales Updates

  • Nov 10, 2026
    • Date parsed from source:
      Nov 10, 2026
    • First seen by Releasebot:
      Nov 11, 2026
    Gong logo

    Gong

    Our monthly updates

    Gong’s November release adds custom AI agents and broader MCP connections, bringing richer context and automation to Gong Assistant. It also improves sales engagement, contact enrichment, deal and territory forecasting, and training, while adding Korean language support.

    November release

    Note:
    These features are being released throughout November 2026, so availability may vary.

    Automate revenue workflows with custom agents

    Build multi-step AI agents that generate insights and take action across Gong and your other systems.

    AI & Core Experiences

    Build agents faster with templates

    Select a ready-made agent or skill template for a common revenue workflow, then customize and run it.

    Access and update data across tools with MCP

    Connect Gong Assistant and agents to tools like Salesforce, Jira, and Zendesk through MCP to retrieve information and update records without switching tools.

    Use MCP to bring external context into Gong Assistant

    Create skills with MCP connections to access information from tools like Jira, Zendesk, and Highspot, giving Gong Assistant additional context for your conversations.

    Understand shared snippets at a glance

    Snippets shared in Slack or by link now include a summary of just that moment, not the whole call.

    Create as many data extractors as you need

    Use credits to run as many Data Extractors as you need, and choose which conversations each one analyzes to improve accuracy.

    Ask about accounts, deals, and calls where you’re working

    Gong Assistant is now available in account, deal, and call panels, where it replaces Ask Anything. It automatically uses the context of what you’re viewing to answer questions, continue the conversation, and create relevant documents and assets.

    Run skills in Gong Assistant

    Use skills created by your company admin to complete tasks like drafting emails and summarizing deals.

    Gong is now available in Korean

    Switch your Gong display language to Korean and navigate the platform in your preferred language.

    See AI tracker detections

    In the AI tracker usage report, see call and email detections for each AI tracker, including in briefs, Theme Spotter, and initiative boards.

    Get more complete answers with emails

    Gong Assistant responses and Deep mode reports now cite emails alongside calls, so you can verify answers and view emails in the context of their related accounts.

    Get accurate talk time for every speaker

    Merge speakers who appear more than once in a call, so their talk time is combined.

    Improved deep mode experience

    Answer clarifying questions in a guided widget, then review the research plan and confirm before running the analysis.

    Control credit use in Theme Spotter

    When you create a report from a new question, choose a one-time tracker that analyzes the last 30 days and then stops.

    Engage

    Build flows faster with Gong Assistant

    Describe the flow you want to create, and Gong AI generates the steps, timing, and messaging for you.

    Customize briefs with richer Gong data

    Tailor briefs using company details like industry and funding stage, along with insights captured from conversations.

    Work through Engage tasks faster

    Switch between tasks, minimize them, and work across multiple tabs. You can also ask Gong Assistant about a contact or account without leaving the task.

    Prep for meetings from your Google calendar with the Gong Chrome Extension

    See account context and attendee details in Google Calendar events with the Gong Chrome extension, and turn recording on or off.

    Pause flows when contacts reply

    Automatically pause a contact's flow when they reply from a different email address than the one you sent to.

    Enrich

    Enrich contacts automatically with agents

    Add an Enrich action to agents to retrieve contact and account details. Trigger the action with CRM updates, key dates, or tracker detections in calls.

    New Enrich data partners: Apollo and Firmable

    Find contact details for more people with two new Enrich providers. Connect Apollo using your own API key and use Firmable through Gong or with your own contract.

    Know when contacts leave their company

    Get a to-do when Enrich blocks a contact from a flow because they're no longer at the company.

    Deals & Forecast

    Track the pipeline each product team owns

    Import opportunity products from Salesforce and roll up only the amounts from specific products in deal boards and forecast columns.

    Organize deal boards by specific products, territories, and more

    Filter, group, and roll up deals by product, territory, custom objects, and fiscal periods with new advanced deal boards.

    Forecast, execute, and report by territories

    Import ETM from Salesforce and track performance by territory across Forecast, deal boards, and dashboards.

    Navigate deal rollups faster in forecast boards

    Move directly between deal rollups from the drilldown view, instead of clicking into each metric separately.

    Start forecasting future periods early

    Add future periods to your forecast range and set when reminders start, so teams can submit, track changes, and export data for them in the usual Forecast workflow.

    Save time reviewing forecast deals

    Open deal drilldowns before a forecast cell finishes loading, and move between deal rollups without going back to the board.

    Revenue Graph

    Assign credit profiles automatically

    Use auto-provisioning to add team members to credit profiles automatically, instead of assigning each one manually.

    Manage all your MCP connections in one place

    See your company’s connections to Jira, Claude, and other tools from the new My MCP Connections page.

    Track API and MCP usage

    See what's driving your API and MCP consumption with a new hourly report that breaks down calls by endpoint or tool, integration, and team member, so you can better manage rate limits.

    Save time uploading targets

    Use the Gong API to automatically create and update target assignments instead of uploading them manually.

    Access Gong insights from your AI tools

    Use the Gong MCP Server to find calls, read full transcripts, and get evidence-based answers from calls and emails directly in Claude, ChatGPT, or other AI clients.

    Showcase your Gong expertise on LinkedIn

    Display a verified Gong Skill badge on your LinkedIn profile to showcase certifications and product expertise.

    Enable

    Set passing scores for practices

    Set a minimum score team members need to reach to move on or submit a practice.

    Add more context to lessons

    Create richer AI trainer lessons by including Loom, YouTube, and Google Slides content.

    Original source
  • Nov 10, 2026
    • Date parsed from source:
      Nov 10, 2026
    • First seen by Releasebot:
      Nov 11, 2026
    HighLevel logo

    HighLevel

    Workflow Maps: Clean up workflows and empty folders

    HighLevel adds Cleanup to Workflow Maps, helping teams spot default-named or inactive workflows and empty folders for review. Users can inspect candidates and confirm removals to keep automation accounts organized.

    What’s new?

    You can now use Cleanup in Workflow Maps to identify workflows and folders worth reviewing, including workflows with default names, workflows with no enrollments in the last 60 days, and empty folders.

    Why this matters

    Over time, test workflows, unfinished experiments, and empty folders make an account harder to understand. Cleanup gives you a starting point for reviewing that clutter and keeping the account organized.

    How it works

    Go to Automation > Workflows > Workflow Maps, then open Cleanup in the left rail.

    • Review default workflow names: Find workflows whose names may need updating so their purpose is easier to recognize.
    • Review inactive workflows: Identify workflows with no enrollments in the last 60 days.
    • Find empty folders: Locate folders that may no longer be needed.
    • Inspect the candidates: Review each item’s purpose before deciding what to keep or remove.
    • Confirm removals: Choose the items you want to delete and confirm the action.

    Common use cases

    • Review test workflows after a campaign or experiment.
    • Prepare an account for a client or team handover.
    • Run a regular housekeeping review across a growing automation setup.

    Additional notes

    • A workflow with no recent enrollments may still be needed for a seasonal or occasional process.
    • Cleanup identifies candidates for review. Deletion requires confirmation and follows your access permissions.
    • Check an item’s purpose and dependencies before removing it.

    Preview

    Original source
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  • Nov 10, 2026
    • Date parsed from source:
      Nov 10, 2026
    • First seen by Releasebot:
      Nov 11, 2026
    HighLevel logo

    HighLevel

    🛡️ Fewer SMS Restrictions, More Confidence in Messaging

    HighLevel improves SMS compliance safeguards with more balanced quality thresholds, rolling seven-day reviews, 12-hour standard pauses, eligible self-service recovery, and clearer alerts. The phased rollout aims to reduce interruptions while protecting messaging reputation.

    📥 Overview

    We know how important it is to keep your conversations going. Whether you're following up with leads, running campaigns, or staying connected with customers, unexpected messaging interruptions can affect your business.

    That's why we've improved our SMS Compliance Safeguards to make messaging restrictions fairer and temporary pauses shorter.

    With more balanced messaging quality thresholds and greater flexibility, we're helping you keep your campaigns running with fewer interruptions, while continuing to protect your messaging reputation and deliverability.

    And the early results are encouraging! Our initial testing showed 80% fewer messaging restrictions, a promising step toward making messaging more reliable and predictable for your business.

    📊 What's New?

    ✅ More Balanced Messaging Quality Thresholds

    Not every messaging issue should lead to an interruption.

    We've refined how we evaluate messaging quality, giving businesses more flexibility while continuing to identify patterns that may affect deliverability.

    Here's how the updated safeguards work:

    • Early Warnings: You'll receive a warning if your opt-out rate exceeds 4% or your carrier-reported message filtering rate exceeds 15%.
    • Temporary Messaging Pauses: A temporary pause may apply if your opt-out rate exceeds 6% or your carrier-reported message filtering rate exceeds 25%.
    • Rolling 7-Day Evaluation: Messaging quality is assessed using activity from the past 7 days, rather than relying on isolated messaging incidents. This helps provide a more balanced view of your overall sending patterns.

    Only messages flagged by downstream providers with error 30007 count toward the carrier filtering rate.

    What this means for you: More room for normal messaging fluctuations, fewer unnecessary interruptions, and clearer opportunities to improve messaging quality before restrictions become necessary.

    ✅ Shorter Pauses, Faster Recovery

    When messaging needs to be temporarily paused, getting back to your customers should be as straightforward as possible.

    • Shorter interruptions: Standard messaging pauses now last 12 hours, compared with the previous 24 to 48 hours.
    • More control: Agency owners can review and resume messaging directly from the when eligible.
    • Greater flexibility: Improved recovery options help you address messaging concerns and resume your campaigns sooner.

    This means less time waiting and more time focusing on the conversations that matter to your business.

    ✅ Proactive Protection for Your Messaging Reputation

    We also want to help you avoid more serious messaging issues before they affect your business.

    If an account experiences exceptionally high opt-out rates or significant carrier-reported message filtering, additional temporary pauses or a manual review may be necessary.

    Our team can help review these situations and guide you through the appropriate next steps.

    This approach is designed to:

    • Identify potential compliance concerns early, before they become more serious.
    • Protect your messaging capabilities by addressing patterns that could put your account at risk.
    • Reduce the risk of long-term restrictions from downstream messaging providers.
    • Provide a clearer path forward when additional attention is needed.

    Rather than waiting for serious issues to affect your messaging, we're taking a more proactive approach to help you maintain healthy sending practices and protect your ability to reach customers.

    ✅ Clearer Communication When You Need It

    We've also improved how we keep you informed when your messaging activity needs attention.

    You'll now receive clearer notifications explaining:

    • Messaging Warnings: What's happening and what you can do to improve messaging quality.
    • Temporary Pauses: How long a pause will last and when you can resume messaging.

    Our goal is simple: You should always know what's happening, why it matters, and what you can do next.

    🔍 Why It Matters to You

    Every message represents an opportunity to connect with your customers, and we want to help you make the most of it.

    With these improvements, you can:

    • 🚀 Keep campaigns running with fewer interruptions through fairer messaging quality thresholds.
    • ⚡ Get back to messaging sooner with shorter temporary pauses.
    • 🎯 Take greater control with self-service recovery options when eligible.
    • 🛡️ Protect your messaging reputation by identifying and addressing potential compliance concerns early.
    • 💡 Stay informed and confident with clearer notifications and helpful guidance.
    • 🤝 Build lasting customer relationships with more reliable and responsible messaging practices.

    We're making messaging safeguards work better for your business, so you can spend less time worrying about interruptions and more time reaching customers, building relationships, and growing with confidence.

    💡 Good to Know

    • Messaging quality continues to be evaluated over a rolling 7-day period.
    • Standard temporary messaging pauses now last 12 hours, with self-service recovery available when eligible.
    • As before, 1:1 messaging through Conversations remains available during temporary bulk messaging restrictions, so you can continue individual customer conversations.
    • Repeated or unusually high messaging quality issues may result in additional temporary pauses or an account review to help protect your messaging capabilities.
    • Existing safeguards for newly created sub-accounts remain unchanged.
    • Gradual Rollout: These improvements are currently available to a selected group of sub-accounts as part of a phased evaluation. Other sub-accounts will continue using the existing safeguards while we assess the results.

    🙏 Thank You

    Your feedback continues to shape how we improve messaging in HighLevel.

    We understand how important reliable communication is to your business, and we're committed to making our messaging safeguards fairer, more transparent, and more supportive of your growth.

    And we're not stopping here. We'll continue refining these safeguards based on your feedback and the results we observe as more businesses use this improved approach. Our goal is to keep finding the right balance between protecting messaging quality and giving your business the flexibility it needs to grow.

    As always, if you have questions, suggestions, or need guidance on improving your messaging practices, our Support team is here to help.

    Original source
  • Nov 10, 2026
    • Date parsed from source:
      Nov 10, 2026
    • First seen by Releasebot:
      Nov 11, 2026
    HighLevel logo

    HighLevel

    Custom Objects: Rename the Primary Field, Copy Internal Names, Open Documents from the List, and More

    HighLevel adds customer-requested Custom Objects improvements, including editable primary field labels, one-click copying of internal names, direct access to uploaded documents from list views, and personalized Company names in Custom Fields settings.

    A set of quality of life updates for Custom Objects, most of them requested by customers. You can now rename an object's primary field from its settings, copy internal names with one click, open uploaded documents straight from the list view, and see your own name for the Company object in Custom Fields settings.

    What's New?

    • Rename the primary field: Edit the Primary display field name from the Custom Object's settings. Its field type and internal name stay the same.
    • Copy internal names: Copy the internal name of an object or its primary field with one click.
    • Open documents from the list view: File upload fields show clickable chips, such as Listing Agreement.pdf, that open the document in a new tab.
    • Your Company name in Custom Fields: The Custom Fields object dropdown shows the name you gave the Company object.

    Why This Matters

    Keep field names accurate after setup, copy exact internal names for integrations without typos, and open documents without opening each record.

    How to Use

    • Go to Settings > Objects and open a Custom Object.
    • Change Primary display field name and click Save changes.
    • Click the code icon next to a name to see its internal name, then click copy.
    • In the Custom Object list view, click a document chip to open the file.

    Pro Tips

    • Integrations keep working: Renaming the primary field does not change its internal name.
    • Hover for details: Hover over a shortened file name, or over +N, to see full file names.
    Original source
  • Nov 10, 2026
    • Date parsed from source:
      Nov 10, 2026
    • First seen by Releasebot:
      Nov 11, 2026
    HighLevel logo

    HighLevel

    WhatsApp button and list replies now follow the right workflow branch

    HighLevel fixes WhatsApp workflow routing so button and list-option taps, including personalized choices, lead to the correct branch. Long labels are automatically shortened to meet WhatsApp limits, preventing send failures and missed bookings or confirmations.

    When a contact taps a button or picks a list option in a WhatsApp message, your workflow now reliably continues down the branch for the option they chose. Booking, confirmation and service-selection flows run the way you built them, so you stop losing contacts to the Timeout branch after they've already given you an answer.

    ✅ Your contact made a choice. Now your workflow always respects it.

    What's fixed

    • 🔀 Every tap routes to the branch it belongs to

      Personalised options now route correctly: Buttons and list options that include custom values, such as a contact's appointment time, are now recognised when tapped. Previously some of these taps weren't matched and the contact fell into the Timeout branch instead of the path they picked.

      Fixed and personalised labels behave the same: Whatever text your option shows, the tap continues down that option's branch.

    • ✂️ Long labels are shortened instead of failing

      Messages send every time: WhatsApp allows up to 20 characters on a button label and 24 on a list option. When a custom value pushes a label past that limit, it's now automatically shortened and ends with "…", rather than the message failing to send.

      Routing still works: A shortened option still sends the contact down the correct branch when tapped.

    Where this pays off

    • Appointment confirmations: A contact taps "Confirm 3:30 PM" and goes straight to your confirmation path, not to a follow-up chasing a reply they already gave.
    • Slot booking: Options built from your calendar's available times route each contact to the slot they picked.
    • Service menus: List options filled with long service or location names now send, instead of quietly failing.

    How to use it

    Nothing to do. Your existing workflows get the fix automatically, with no need to re-save anything.

    Why this matters for your business

    Interactive buttons and lists are the quickest way to move a contact from a question to a decision on WhatsApp, but only if the workflow acts on the answer. When a tap is missed, a ready-to-book customer gets treated as unresponsive, and that's exactly the moment you lose them.

    • Convert more bookings and confirmations by sending every contact down the path they chose
    • Personalise with confidence, knowing custom values in button and list labels won't break routing
    • Stop silent send failures caused by labels that run too long
    • Keep your follow-ups relevant, so contacts who already answered aren't chased again

    Your branching WhatsApp workflows are already running on the fix. Personalise those buttons as much as you like.

    Original source
  • Nov 10, 2026
    • Date parsed from source:
      Nov 10, 2026
    • First seen by Releasebot:
      Nov 11, 2026
    HighLevel logo

    HighLevel

    Association Labels: See Each Label's Pair and Create a New Label from the Picker

    HighLevel makes record associations easier to manage with paired-label details in the picker and a shortcut for admins to create labels without searching through Settings.

    The association label picker on records is clearer and quicker to work with. Each label now shows the label it is paired with on the other record, so similar labels are easy to tell apart. Admins also get a Create association label shortcut at the bottom of the picker, which opens the right settings page with the form ready, so a missing label no longer means a hunt through Settings.

    What's New?

    • Paired labels at a glance: Each label in the picker shows the label it is paired with on the other record, for example Owned company, Paired with Owner.
    • Create association label shortcut: A new row at the end of the label list opens the Create association form with the other object already selected.
    • Everywhere you link records: Contacts, Companies, Opportunities and Custom Objects, in the side panel and on the full record page.

    Why This Matters

    Pick the right side of a paired label the first time, and add a missing label as soon as you need it instead of searching through Settings.

    How to Use

    • Open a record and go to Associations.
    • Click Add, or choose Edit label on an association card.
    • Open the label dropdown and read the Paired with text under each label.
    • Admins: click Create association label at the bottom of the list to add a new label, then return to the record and select it.

    Pro Tips

    • Admins only: The shortcut appears for users who can manage associations.
    • Label limits apply: The shortcut is hidden when the two objects have reached their label limit or cannot be associated.
    • Keep your place: Use the arrow icon to open settings in a new tab and keep your unsaved picks.
    Original source
  • Nov 10, 2026
    • Date parsed from source:
      Nov 10, 2026
    • First seen by Releasebot:
      Nov 11, 2026
    HighLevel logo

    HighLevel

    WhatsApp typing indicator action for workflows

    HighLevel adds a WhatsApp typing indicator action for workflows, reassuring customers that an automated or AI-powered reply is on the way. Teams control where it appears, and it clears when the reply arrives or after 25 seconds.

    Show your customers the familiar "typing..." bubble while your workflow or AI agent prepares a reply. Instead of silence after they message you, customers see straight away that their message landed and an answer is on the way, so automated WhatsApp conversations feel personal and fewer customers give up before you respond.

    💬 Silence after a message reads as "nobody's there." A typing bubble tells your customer you're already on it.

    What's new

    ⌨️ A new typing indicator action in workflows

    Instant reassurance: Add the action to any workflow that replies to an incoming WhatsApp message. Your customer sees "typing..." in their chat, exactly as they would from a person.

    Built for automated replies: Place it just before an AI agent's reply, a lookup, or a wait step, so the moments where your automation is working are no longer dead air.

    Clears itself: The indicator disappears as soon as your reply arrives, or after 25 seconds, whichever comes first.

    🎛️ You decide where it fires

    Full control over placement: The indicator only appears where you add it, so it shows up in conversations you are about to answer and nowhere else.

    Read receipts on your terms: Showing the typing indicator also marks the customer's message as read (blue ticks). Because it's an action you place, that's a deliberate choice rather than something that happens automatically.

    How this helps in real life

    AI agents answering questions: A customer asks about pricing. They see "typing..." right away while your Conversation AI agent prepares the answer, instead of wondering whether anyone is there.

    Booking and order lookups: A customer asks about an appointment or delivery. The indicator holds their attention while your workflow fetches the details.

    After-hours enquiries: Even when your team is offline, your automation still feels attentive and responsive.

    How to use it

    Go to Automation → Workflows and open a workflow triggered by an incoming WhatsApp message.

    Click + to add an action and search for typing indicator.

    Place it right before the step that sends your reply.

    Save and publish your workflow.

    Tip: Only add the indicator where your workflow will actually send a reply. Showing "typing..." and then sending nothing is a worse experience than showing nothing at all.

    Why this matters for your business

    More and more WhatsApp conversations are now handled by automation and AI agents, and customers judge them by how human they feel. A conversation that goes quiet after the first message looks broken, and customers who think nobody is there send the same message again or leave. The typing indicator is the simplest way to show them someone is on it.

    • Keep more leads in the conversation by showing straight away that a reply is coming
    • Make automation feel human, so AI-led conversations build trust instead of eroding it
    • Cut down on repeat messages from customers unsure whether they were heard
    • Stay in control of when messages are marked as read

    Open your busiest WhatsApp reply workflow and add the typing indicator before your reply.

    Original source
  • Nov 10, 2026
    • Date parsed from source:
      Nov 10, 2026
    • First seen by Releasebot:
      Nov 11, 2026
    HighLevel logo

    HighLevel

    WhatsApp workflows now send your latest templates and snippets

    HighLevel now keeps WhatsApp workflow messages in sync with the latest template and snippet edits, including new variables and updated offers. Teams can update content once and have workflows use it automatically, with older snippet steps needing a one-time save.

    Edits you make to WhatsApp templates and snippets now flow straight into the messages your workflows send. Update the content once and every WhatsApp workflow step using it sends the new version, so your automations stay accurate without anyone re-opening and re-saving steps.

    ✏️ Change it once, and it's live everywhere. No more contacts receiving last month's offer because a workflow step was never re-saved.

    What's new

    📄 Template edits are reflected at send time

    Always the current version: Workflows send your template's latest content at the moment the message goes out, not the version that existed when the step was set up.

    New variables are filled in automatically: Add a variable to a template after the workflow step was saved, such as the contact's first name, and it is filled in when the message is sent. Personalise an existing template without rebuilding a single workflow.

    🧩 Snippet updates are picked up automatically

    One edit, every workflow: WhatsApp steps that use a snippet always send the snippet's latest text, so a price, offer or opening hours change only ever needs to be made in one place.

    Steps saved before this release: Open the step and save it once to switch this on. From then on it stays up to date by itself.

    How this helps in real life

    Personalise without touching workflows: You add the contact's first name to your "Order ready" template. Every workflow using it now greets each contact by name, and no step needs re-saving.

    Change an offer in one place: You raise the discount in your "Holiday offer" snippet from 10% to 15%. Every WhatsApp workflow step using that snippet now sends 15%.

    Agencies managing many automations: Update a client's messaging centrally instead of hunting through every workflow that sends it.

    How to use it

    • Edit your WhatsApp template or snippet as usual.
    • Your workflows send the updated content automatically on the next run.
    • For WhatsApp workflow steps using a snippet that were saved before this release, open the step in Automation → Workflows and click Save once.

    Why this matters for your business

    Your workflows are only as good as the message they send. When automations quietly send outdated wording, expired offers or missing personalisation, it costs you trust and conversions, and finding every affected step takes time your team does not have. Now your content and your automations stay in sync by default.

    • Protect revenue by making sure every automated message carries your current offer and pricing
    • Lift engagement by adding personalisation to templates that are already running
    • Save hours of upkeep by updating messaging in one place instead of across every workflow
    • Reduce mistakes that come from steps someone forgot to update

    Open your most-used WhatsApp template, make it better, and let every workflow send the new version.

    Original source
  • Nov 10, 2026
    • Date parsed from source:
      Nov 10, 2026
    • First seen by Releasebot:
      Nov 11, 2026
    HighLevel logo

    HighLevel

    Introducing the Events Attendee App: Beyond Registration, Into the Experience

    HighLevel brings event discovery, ticketing, schedules, networking, exhibitor leads and sponsor ads into the Client Portal across web and mobile. Organizers can customize event pages, automate attendee messages and manage access, giving attendees and partners a connected event experience.

    🎟️ Overview

    Registration is just the beginning. The real value of an event is everything that happens after.

    The Events Attendee App brings discovery, tickets, schedules, networking, exhibitors, sponsors and live updates together in the HighLevel Client Portal: on the web, on iOS and Android, and inside your own branded app. Your members already log in to your Client Portal for courses and communities. Now your events live there too.

    It also powered the attendee experience at HighLevel’s LevelUp 2026. 💥

    ✨ What’s New

    🧭 Events in Your Client Portal

    Events now has its own home in the Client Portal. Members can:

    • See what’s live right now and browse upcoming and past events
    • Filter events by location.
    • Buy tickets in a few clicks: choose ticket types and quantities, apply a coupon and check out.

    You decide what’s listed. Turn on Make this event discoverable to show an event to all portal members, or keep it visible only to the people taking part.

    🎫 From Checkout Straight Into the Event

    • Attendees go from checkout into the event with no separate password
    • Every ticket lives in one place, with its QR code, venue directions and a one-click download
    • On mobile, tickets can be saved to Apple Wallet in one tap
    • Existing registrants get access automatically when you turn the app on

    🤝 Connections That Outlast the Event

    • Find attendees, speakers and exhibitors
    • Send a personal connection request or scan a QR badge
    • Keep the conversation going in chat, with email and phone kept private
    • Connections carry across every event you host, and members choose whether they appear in the attendee list

    📅 A Personal Agenda for Every Attendee

    • Browse sessions by day, search, and save the ones that matter to My schedule
    • Get to know speakers before arriving
    • Organizers can limit sessions to specific ticket types (for example, VIP-only experiences) and see how many people saved each session

    💼 Booth Visits That Become Leads

    • Attendees browse exhibitors by tier, bookmark booths worth visiting and connect with booth teams
    • Exhibitors turn those connections and badge scans into leads, manage them in the Exhibitor Center and export them

    📣 Turn Your Event Into Ad Space

    • Sell ad placements to sponsors right inside the event
    • Feature a full ad on the event home
    • Run banner ads on the pages you choose, and rotate several ads in the same spot
    • Target each ad to everyone, to event members or to specific roles
    • Link each ad to the sponsor’s site

    🌟 Showcase Your Sponsors

    Display sponsors in tiers on the event page, so every partner gets the visibility they paid for.

    🔔 The Right Message, Right on Time

    • Automated confirmations and reminders by email, SMS, in-app notification and push
    • Send announcements now or schedule them, targeted to the roles you pick
    • Every message opens the right part of the event

    🎨 Make It Yours

    • Rename, reorder or hide sections
    • Add your own sections, such as venue maps, PDFs, embeds and links
    • Deliver it all in the Client Portal on web and mobile, or in your own branded app

    💡 Why It Matters

    • For attendees: Everything they need before, during and after the event, in one place and on any device.
    • For organizers: More ticket sales from members you already have, fewer emails, and a clear picture of what interests people.
    • For exhibitors and sponsors: Visibility in front of the right people, and leads they can follow up on.

    🚀 How to Get Started

    • Go to Events, select an event, then open Attendee App.
    • Turn on Attendee app access. If prompted, click Upgrade Client Portal first (it takes about a minute).
    • Turn on Make this event discoverable to list the event for all portal members.
    • Attendees sign in on the web, in the HighLevel Client Portal app, or in your branded app.
    Original source
  • Nov 9, 2026
    • Date parsed from source:
      Nov 9, 2026
    • First seen by Releasebot:
      Nov 10, 2026
    HighLevel logo

    HighLevel

    Custom levels & point sources in Communities

    HighLevel adds customizable community gamification, letting admins set member levels and point rules for posts, participation, referrals, moderation, reactions, and course completions to encourage meaningful engagement.

    Gamification in Communities just got a major upgrade. Admins can now define custom levels, configure how members earn points, and reward the behaviors that matter most - all from a single settings page.

    ✨ What’s New?

    ⭐ Custom Levels

    Define up to 9 levels for your community, each with a custom name and point threshold. Members progress through levels automatically as they earn points. Default levels range from Beginner (0 pts) to Legend (30,000 pts) - every name and threshold is fully editable to match your community’s culture.

    📊 Configurable Point Sources

    Control exactly how members earn (or lose) points. The Point Sources tab lets admins assign point values across five categories:

    • Posts - Reward members for publishing content, with different values for text, media, and audio posts.
    • Participation - Award points for commenting and successful referral invites.
    • Moderation - Deduct points when an admin confirms content as spam.
    • Reactions Received (Advanced, toggleable) - Optionally award points when someone reacts to a member’s post or comment. Use carefully - it can reward popularity over participation.
    • Course Completion - Assign custom point values to specific courses. Use + Add course to select courses and set points individually.

    Set any value to 0 to turn that action off entirely.

    ⚙️ How to Configure

    • Navigate to Settings → Gamification & Rewards.
    • Levels tab - Rename levels and adjust point thresholds to fit your community.
    • Point Sources tab - Set point values for each action category. Set any value to 0 to disable it.
    • Optionally toggle on Reactions Received and add courses with custom completion points.
    • Click Save changes.

    💡 Why This Matters

    Active communities don’t happen by accident - they’re built by recognizing and rewarding the right behaviors. Custom Levels & Point Sources give admins a full gamification toolkit to incentivize posting, engagement, referrals, and course completions - while penalizing spam. Members see their progress, level up as they contribute, and have a reason to stay engaged.

    📝 Notes

    • All point values and level thresholds are fully customizable.
    • Members move up levels automatically as their total points change.
    • Course completion points are set per course. Courses not added award no points.
    • The Rewards tab configuring is an upcoming change.
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