CRM

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.

Learn how to connect GoHighLevel with QuickBooks Online, sync invoices, and manage accounting automation step by step.

Learn how to transfer sub-accounts in GoHighLevel safely, including asset behavior, client access, and a step-by-step transfer workflow.

Learn how to use GoHighLevel opportunities to track deals, manage pipelines, and measure revenue from lead to sale in one streamlined workflow.

Learn how to configure GoHighLevel snapshot notification preferences so you never miss important snapshot events in your agency account.

Learn how to create, customize, and embed prospecting widgets in GoHighLevel to capture more leads directly from your website.

Learn how to trigger, send, and automate contracts with the Documents feature inside GoHighLevel workflows for faster, accurate agreement management.