CRM

Learn how to export contacts as CSV in GoHighLevel, how the legacy upgrade works, and how to correctly interpret SMS-related columns.

Learn how to use the GoHighLevel AI Employee, its modes, and workflows so you can streamline support, sales, and operations in your HighLevel account.

Learn how to configure AI tools in GoHighLevel, use them for content and conversations, and introduce the controls needed for reliable human-reviewed workflows.

Learn how to set up, edit, and manage custom objects in GoHighLevel across all plans, including limits, permissions, and common use cases.

Learn step-by-step how to create, edit, and manage business listings in GoHighLevel to keep client data accurate and consistent.

Learn how GoHighLevel custom objects work and how to create, find, update, and relate custom object records through workflow automation.

Learn how to use GoHighLevel smartlists for custom objects to filter, search, and manage complex CRM data efficiently in your sub-accounts.

Learn how to use the GoHighLevel Create an Associated Record for Contact workflow action to link contacts with related records quickly and accurately.

Learn how to use GoHighLevel workflows to update an associated record for a contact, including opportunities, tasks, and other linked objects.

Learn how GoHighLevel association limits work so you can connect records efficiently and avoid hitting CRM relationship caps in your workspace.