CRM

Learn how to use the GoHighLevel Send Invoice workflow action to automatically email invoices from your automations in just a few simple steps.

Learn how to configure the Send Recurring Invoice action in GoHighLevel workflows to automate client billing and subscription invoicing.

Learn how to use the GoHighLevel Send Estimate workflow action to automatically send, personalize, and track estimates in your automations.

Learn how to use the GoHighLevel Payment Received workflow trigger to automate actions when invoices, orders, and subscriptions are paid.

Learn how to set up and use order bumps in GoHighLevel surveys to increase revenue and optimize your funnel checkout experience.

Learn how to set up, customize, and use order bumps in GoHighLevel forms to increase average cart value and boost funnel conversions.

Learn how to build, customize, and share powerful prospecting reports in GoHighLevel using the fully customizable prospect report builder.

Learn how to manage granular Voice AI agent permissions in GoHighLevel so teams can safely configure, test, and deploy AI calling workflows.

Learn how to use the GoHighLevel Ask AI Assistant to generate prompts, content and workflows faster inside your CRM.

Learn how to use the Assign to User workflow action in GoHighLevel to automatically route leads and contacts to the right team member.