CRM

Learn how to assign, edit and remove LC phone numbers for users in GoHighLevel so your team can call and text from the right tracking numbers.

Learn how to migrate prospects from an agency to a sub-account in GoHighLevel using the Prospecting tool without losing prospect data or statuses.

Learn how to control email layout visibility in GoHighLevel so each section only appears for the right contacts and devices.

Learn how to use GoHighLevel Mobile POS to accept in‑person payments with NMI and Authorize.net, including setup, charging, and refund steps.

Learn how to configure and use the WhatsApp V2 action in GoHighLevel workflows to send compliant WhatsApp messages through your connected number.

Learn exactly where GoHighLevel survey answers show up and how to access, review, and manage responses step by step inside your sub-account.

Learn how to use Add Tags in GoHighLevel email campaigns to segment contacts, trigger automations, and track engagement effectively.

Learn how to resell and use the GoHighLevel prospecting tool for sub-accounts, set pricing, and activate seats step by step.

Learn how to use GoHighLevel to access your WordPress site via SSH, including port, host, username, and key details for secure SFTP connections.

Learn how to add or edit your agency Tax ID in GoHighLevel so your billing profile and invoices stay accurate and compliant.