CRM

Learn how to use the revamped GoHighLevel Forms & Surveys Submissions page to filter, view, export, and manage your form data efficiently.

Learn how to edit published or in-review Meta ad campaigns inside GoHighLevel without losing reviews, insights, or delivery data.

Learn how to set up and manage Companies in GoHighLevel to organize accounts, locations, and contacts for better agency and sales operations.

Learn how GoHighLevel handles VAT, reverse charge, invoices and compliance so you can set up billing correctly for your account and EU clients.

Learn how to use the contact tag trigger in GoHighLevel workflows to automate actions whenever tags are added or removed from a contact.

Learn how to set and customize certificate expiry reminder email frequency in GoHighLevel for accurate, timely notifications.

Learn how to use the GoHighLevel customer booked appointment trigger to automate follow-ups and confirmations in your appointment workflows.

Learn how to use GoHighLevel conversation filters step by step to quickly segment, search, and manage all your customer conversations.

Learn how to use the GoHighLevel Order Form Submission workflow trigger to automate follow-ups, tagging, and product-specific actions step by step.

Learn how to configure advanced Conversation AI settings in GoHighLevel to control prompts, behavior, channels, and human escalation.