CRM

Learn how to view and filter CRM records in GoHighLevel, including contacts, opportunities, conversations, and notes for faster daily workflow.

Learn how to use custom objects in GoHighLevel workflows and triggers to automate complex relationships and actions in your CRM.

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 schedule recurring appointments in the GoHighLevel mobile app so you can quickly book repeating meetings from your phone.

Learn how to control default unsubscribe links in GoHighLevel email, including global settings, per-template overrides, and compliance best practices.

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 Knowledge Base Enhanced Web Crawler to import and sync website content into your support docs.

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 transcriptions for recorded calls in GoHighLevel so you can review and analyze important conversations with your contacts.