CRM

Learn how to transfer GoHighLevel sub-accounts between agencies, what moves, what doesn’t, and how billing, assets, and restrictions work.

Learn how to use GoHighLevel workflows to automatically add an owner to an opportunity and control pipeline assignments step by step.

Learn how to use GoHighLevel Marketplace Workflow Actions to install, configure, and run powerful automation templates inside your account.

Learn how to manage SaaS sub-accounts in bulk inside GoHighLevel using the Agency Pro dashboard, filters, and actions to save time at scale.

Learn how to add, customize, and remove dashboard insight widgets from key pages in GoHighLevel for faster reporting and analytics.

Learn how to use GoHighLevel to turn local Google searches into booked dental patients with a proven digital storefront and automated follow-up system.

Learn how to use GoHighLevel to turn more dental leads into booked, kept appointments with automated follow-up and smart patient workflows.

Learn how to use the GoHighLevel refund workflow trigger to automate actions when Stripe payments are refunded in your sub-accounts.

Learn how to use GoHighLevel to automate review requests, boost 5-star ratings, and bring patients back without manual follow-ups.

Learn how to set up flexible invoice payment plans in GoHighLevel, including deposits, milestones, and schedules for easier client billing.