CRM

Learn how to migrate Jotform form submissions into GoHighLevel using CSV exports, field mapping, and smart contact import settings.

Learn how to migrate deals, contacts, and activities from Pipedrive to GoHighLevel using CSV exports and imports in a safe, step-by-step process.

Learn how to migrate from Salesforce to GoHighLevel step by step, including data export, cleanup, import, and key setup for a smooth transition.

Learn how to send, download, and manage message attachments in GoHighLevel conversations for smoother client communication.

Learn how to pause and resume sub-accounts in GoHighLevel to control billing, access, and account management efficiently.

Learn how to troubleshoot and fix rejected SMS campaigns in GoHighLevel, with clear reasons, examples, and step-by-step resolutions.

Learn how to set up a birthday reminder workflow trigger in GoHighLevel to automate birthday messages and tasks for your contacts.

Learn how to configure compliant A2P opt-in forms, privacy policy, and terms for GoHighLevel SMS and MMS campaigns step-by-step.

Learn how to set up and use the Contact Created workflow trigger in GoHighLevel to automate actions whenever a new contact is added.

Learn how to use GoHighLevel workflows to remove an owner from an opportunity stage safely without deleting the record or disrupting your pipeline.