Contact and Opportunity Followers in HighLevel

TABLE OF CONTENTS

• What Are Followers?
• Follower Permissions & Limitations
• Contact Followers
• Opportunity Followers
• Key Points

What Are Followers?

Followers are users added to a contact or opportunity who gain access to view and manage that record, even if they normally have restricted data access under the "Only Assigned Data" permission setting.

Follower Permissions & Limitations

• Followers inherit the same permissions as the record owner.

• This allows them to view and edit the contact or opportunity information.
  
  

• However, they cannot modify the ownership itself — i.e., they cannot change the owner of the record.

Appointment visibility for contact followers

Followers can view appointments for the contacts they follow when calendar permissions allow it, even if the user has Only Assigned Data enabled.

• To view appointments, followers must have View appointments, calendars & groups permission.
• Without Manage appointments, followers can view appointments but cannot edit or delete them.
• With Manage appointments, followers can edit and manage appointments based on their calendar access.

Contact Followers

Followers can be added to contacts on the detailed page of the record.

Opportunity Followers

Add followers to opportunities in the "Opportunity Details" on the Edit/Add opportunity modal

Key Points

• Followers help improve collaboration across teams.
  
  

• They are especially useful when combined with workflows, allowing automatic follower assignments.
  
  

• Use this feature strategically to maintain visibility and access without compromising ownership hierarchy.