CRM

Learn how to set up GoHighLevel user roles, permissions, and assigned data in any sub-account for secure, organized team access.

Learn how to get started with GoHighLevel Services: request setup, track progress, communicate with experts, and manage subscriptions step by step.

Learn how to use the GoHighLevel Documents & Contracts public APIs to upload, manage, and automate document workflows in your CRM.

Learn how to set up and use the GoHighLevel affiliate manager to track referrals, set commissions, and manage payouts step by step.

Learn how to use GoHighLevel dashboard widgets to track contacts, tasks, revenue, and performance metrics in one customizable view.

Learn how to submit in-app translation feedback in GoHighLevel so you can quickly report language issues and request improvements.

Learn how to configure GoHighLevel contact deduplication and allow duplicate contacts safely using email, phone, and company rules.

Learn how to set up and manage rolling notifications for snapshot push updates in GoHighLevel to keep your sub-accounts informed automatically.

Learn how to fix WhatsApp template invalid format errors in GoHighLevel so your message templates get approved and send correctly.

Learn how to configure GoHighLevel to capture consent and track the legal basis for processing personal data in your CRM and funnels.