CRM

Learn how to design GoHighLevel custom objects, triggers and actions so workflows reflect real business states, ownership and reliable CRM data.

Learn how to build custom dashboards and insight widgets in GoHighLevel to report on custom objects, activities, and CRM data.

Learn how to set up and use GoHighLevel voicemail drops to reach contacts efficiently while reducing manual calls and improving campaign performance.

Learn how to create, review, edit, and cancel recurring appointments in the GoHighLevel mobile app while keeping calendars, contacts, and ownership clear.

Learn how GoHighLevel default unsubscribe links work, how to manage global and template-level footer settings, and how to test opt-out behavior across email workflows.

Learn how to configure GoHighLevel Conversation AI knowledge sources, manage quality settings, and optimize responses for your automation workflows.

Learn how to configure the GoHighLevel Enhanced Web Crawler, control which pages are imported, and maintain a reliable Knowledge Base as your website changes.

Learn how to format Knowledge Base articles in GoHighLevel using rich text, headings, lists, images, and videos for clear, readable support content.

Learn how to enable call transcription for recorded calls in GoHighLevel, find transcripts, troubleshoot missing records, and build a useful review workflow.

Learn how to set up and manage Automations in GoHighLevel to streamline marketing, sales, and workflows with visual triggers, actions, and settings.