CRM

Learn how to set up, send, and manage LC Email in GoHighLevel, including limits, pricing, and best practices for reliable email delivery.

Learn how to create and use custom metrics in GoHighLevel dashboards to track tailored performance data and optimize reporting.

Learn how to manage granular Conversation AI agent permissions in GoHighLevel, including workspace access, reply controls, and agent visibility.

Learn how to use the Add to Workflow action in GoHighLevel to move contacts between workflows and automate advanced marketing journeys.

Learn how to safely add, update, and manage your customers’ cards on file inside GoHighLevel for billing, subscriptions, and payments.

Learn how to edit, pause, and cancel existing subscriptions in GoHighLevel to keep client billing accurate and up to date.

Learn how to connect LinkedIn profiles and business pages to GoHighLevel Social Planner for seamless social media scheduling and management.

Learn how to bulk edit products in GoHighLevel using Spreadsheet View for faster price, inventory, and details updates across your store.

Learn how to set up and customize internal notification workflow actions in GoHighLevel to alert your team instantly by email, SMS, or Slack.

Learn how to configure documents, contracts, email templates and team notifications in GoHighLevel for faster and compliant client onboarding.