CRM

Learn how to install Marketplace apps directly from the GoHighLevel workflow builder and quickly connect powerful automation to your client accounts.

Learn how to customize the SaaS subscription cancellation flow in GoHighLevel, add surveys, and control churn visibility step by step.

Learn how to attach files to document templates in GoHighLevel so clients can upload, review, and download files directly from your documents.

Learn how to complete GoHighLevel identity verification to purchase and use US, CA, and PR phone numbers for compliant messaging.

Learn how to collect in-person signatures in the GoHighLevel mobile app using forms, including setup, sending, and viewing signed submissions.

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.