Changelog

Now you can give your clients full visibility into their own account usage—right inside your HighLevel dashboard.

🌟 What’s New:

Your customers can now view:

• Login Activity: See who logged in, when, and for how long

• Feature Total Time Usage: Track how much time each user spent on every feature, with usage level indicators (High, Medium, Low)

• Feedback History: See what users are saying with visual indicators for sentiment

• Total Usage Summary (Coming Soon): Automatically generated metrics for contacts, calendars, funnels, websites, and more

🔧 How to Set Up:

1. Copy your unique embed URL
   (e.g. https://activity.csmconnector.com/subaccount-activity/{{location.id}})

2. Paste it into your Agency Settings → Custom Menu Links in HighLevel

3. Label it "Account Activity" or anything you prefer
   ✔️ That’s it! Your customers will see the “Account Activity” tab directly in their side nav

This self-service experience improves transparency, reduces support tickets, and builds stronger trust with your clients—automatically branded as your own!

Quickly view and manage your customers based on their real-time health score with the all-new Health Status Breakdown Page in GoCSM.

🆕 What’s Included

• 🟥 At-Risk, 🟧 Steady, 🟦 Healthy, 🟩 Thriving
  Sub-accounts are now grouped by Health Status so you can take action where it matters most.

• 🔎 Filter Options

  • View All, SaaS Only, or Regular Only accounts

  • Filter by Premium or Non-Premium customers

• 📤 Bulk Selection Ready
  Easily select accounts for future actions, bulk updates, or export.

🔜 Coming Soon: Add to Workflow

A new “Add to Workflow” button will allow you to bulk enroll selected accounts directly into your GoCSM Workflows — coming very soon!

💡 Why This Matters

• 🚨 Act Fast on At-Risk Clients

• 🧠 Segment Your Book of Business by Engagement

• 📈 Plan Proactive Outreach by Health Category

Now available under GoCSM > Health > Health Status

Want help turning these segments into actionable campaigns? Join a support session or visit help.gocsm.com.

We’ve updated the Health tab in GoCSM with a clean new design and more actionable insights — giving you deeper visibility into customer health at a glance.

🆕 What’s New in the Health Overview

📊 Health Status Breakdown per Company

1. Now shows detailed metrics for:

2. Login Activity

3. Product Adoption

4. Feedback (NPS)

5. Overall Health Score (with visual indicators)

🎯 Simplified Controls

1. The Enable Feedback, Set Premium, and Enable GoCSM Widget toggles are now compact icons — giving the interface a cleaner, more focused look.

2. Company Status (Regular, Active or Churned) are minimize to dots:

   • Black Dot - Regular

   • Green Dot - Active

   • Red Dot - Churned

3. SaaS Plans are also minimized into the SaaS icon color coded with colors you set on your SaaS Plans in the Plans Configuration.

🔍 Smart Tools Still Included

1. ✅ Search & Filters

2. ✅ Bulk Actions

3. ✅ Export to CSV

4. ✅ Sorting

🚧 Coming Soon

1. 👤 Assign CSM – Directly assign a Customer Success Manager to any account

2. 🧰 Filter by CSM – Easily view accounts based on the assigned team member

💡 Why This Matters

1. 🧠 Better Visibility – Instantly understand the health of each sub-account with component scores.

2. ⚡ Faster Action – Identify at-risk accounts without digging into multiple views.

3. 📥 Cleaner UX – Focus on insights, not interface clutter.

The new UI is now live under GoCSM > Health

Need help interpreting health scores or building automations from them? Join a support session or visit help.gocsm.com.