How to Use GoHighLevel Activity Cards in Conversations
GoHighLevel activity cards make it easy to manage follow-up, sales, and fulfillment tasks without leaving the Conversations screen, similar to how ClickUp keeps work organized around communications. This guide walks you step by step through finding, understanding, and using every type of activity card in GoHighLevel Conversations.
All instructions in this how-to are based directly on the official documentation so you can confidently configure and use the feature in your own sub-account.
What Are GoHighLevel Activity Cards?
Activity cards in GoHighLevel appear inside each conversation thread and display related items for the contact, such as:
- Tasks assigned to you or your team
- Opportunities in one or more pipelines
- Order and subscription details
- Membership and course access records
The goal is to help you view and manage key actions for a contact without jumping to other sections of the GoHighLevel dashboard.
Where Activity Cards Appear in GoHighLevel
In GoHighLevel, activity cards are available inside the Conversations area.
- Open your GoHighLevel account.
- Navigate to Conversations from the left menu.
- Select any contact conversation.
On the right-hand side of the conversation, you will see the different activity card sections if related data exists for that contact.
Types of GoHighLevel Activity Cards
There are four main activity card types available in GoHighLevel Conversations:
- Tasks
- Opportunities
- Orders
- Memberships
Each activity card displays a summary for the current contact and usually provides a quick way to open or manage the record directly from the card.
GoHighLevel Tasks Activity Card
The Tasks activity card shows all tasks associated with the contact shown in the conversation.
Within this card you can:
- View existing tasks linked to the contact
- Track what needs to be done for the customer
- Open tasks for more detail (where available in your GoHighLevel sub-account)
This helps support and sales teams work from a clear list of next actions while chatting with the customer.
GoHighLevel Opportunities Activity Card
The Opportunities activity card displays all pipeline opportunities related to the contact.
Typical information you will see includes:
- Opportunity name
- Pipeline and stage
- Status and value (where configured)
You can use this card to quickly understand where the contact sits in your sales process. This is especially useful when agents need context during a live conversation inside GoHighLevel.
GoHighLevel Orders Activity Card
The Orders activity card shows the contact’s orders connected to your funnels, websites, or payment links.
Order details that may appear include:
- Product or offer purchased
- Price and status
- Date and time of the order
By checking this card in GoHighLevel Conversations, you can quickly verify if a customer has completed an order, which product they bought, and whether there are any related issues that need follow-up.
GoHighLevel Memberships Activity Card
The Memberships activity card lists any memberships or courses the contact is enrolled in through your GoHighLevel membership sites.
Typical membership information includes:
- Membership or course name
- Current access or enrollment status
- Relevant dates such as enrollment or cancellation (where available)
This makes it simple for support agents to confirm access and answer membership-related questions without leaving the conversation.
How to Work With Activity Cards in GoHighLevel
While activity cards automatically pull in data connected to the contact, you can use them more effectively by following a few best practices inside GoHighLevel.
Step 1: Open the Conversation
- Log in to your GoHighLevel dashboard.
- Click Conversations in the left navigation.
- Search for and select the relevant contact or thread.
Once the conversation is open, the activity cards panel will appear on the right when there is related data for that contact.
Step 2: Check Tasks Before Replying
Before sending a response, look at the Tasks activity card in GoHighLevel to see:
- What has already been promised to the customer
- Who is responsible for each task
- Any overdue items that may affect your reply
This ensures consistent communication and helps prevent duplicate promises or misaligned expectations.
Step 3: Review Opportunities While Selling
When engaging a lead or prospect, use the Opportunities card to confirm:
- Current pipeline stage
- Previous offers presented
- Any notes tied to that opportunity
With this context, you can tailor your pitch directly in GoHighLevel Conversations, making your follow-up more relevant and timely.
Step 4: Verify Orders During Support Chats
For billing or delivery questions, check the Orders activity card in GoHighLevel to quickly see:
- Whether an order exists
- Which product or service was purchased
- Order status as stored in your system
Use this information to resolve issues faster and avoid switching between multiple windows or tools.
Step 5: Confirm Memberships Instantly
If a customer asks about course access or membership, open the Memberships card in GoHighLevel to:
- Verify if they are enrolled
- Confirm active or inactive status
- Check which specific membership they own
This speeds up support interactions and helps you keep accurate records of member access.
Benefits of Using GoHighLevel Activity Cards
Using activity cards inside GoHighLevel Conversations provides several operational advantages for agencies and businesses:
- Unified context: See tasks, pipeline records, orders, and memberships in one place.
- Faster responses: Resolve questions from a single screen while chatting with the customer.
- Better collaboration: Keep support, sales, and fulfillment teams aligned with shared records.
- Reduced errors: Avoid miscommunication caused by switching tools or missing historical data.
Tips for Managing Data Behind GoHighLevel Activity Cards
For activity cards to be most effective, make sure your underlying records are properly set up in GoHighLevel:
- Create and maintain clear pipelines and stages for opportunities.
- Use consistent naming and assignment for tasks.
- Connect your funnels, sites, and payment links to track orders correctly.
- Structure your membership products and offers so each contact’s access is easy to understand.
Clean, accurate data ensures the activity cards show meaningful and actionable information whenever a team member opens a conversation.
Additional Resources on GoHighLevel Activity Cards
To see the original platform-specific explanation of activity cards in Conversations, you can review the official help article here: GoHighLevel Activity Cards in Conversations.
For broader strategy on implementing CRM and automation systems built around GoHighLevel, you can also explore consulting resources such as Consultevo to design a workflow that fully leverages Conversations and activity cards.
By aligning your pipelines, tasks, offers, and memberships with the way activity cards work in GoHighLevel, your team can manage more of the customer journey directly from each conversation, with less friction and better visibility.
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