CRM

Learn how to hide individual templates from sub-accounts in GoHighLevel to control template visibility for clients and teams.

Learn how to use the GoHighLevel Template Library to manage, save, and apply reusable process templates across your entire account.

Learn how to use the GoHighLevel Messaging Ramp Progress Card to track SMS warm-up, verify compliance, and manage sending limits step by step.

Learn how to manage tasks across contacts and opportunities in GoHighLevel using the unified task view and task panel for faster follow-ups.

Learn how to verify toll‑free numbers in GoHighLevel for US and Canada so your messaging stays compliant and delivers reliably.

Learn how to purchase and manage a phone number inside a GoHighLevel sub-account for calling, SMS, workflows, and automations.

Learn how to set up and use the Wait action in GoHighLevel workflows so you can delay steps by time, dates, or events and automate follow-ups.

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.