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HighLevel Masterclass – Complete Guide To Using GHL

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Step-by-step breakdown on how to setup your account and start using all the features within HighLevel.


1. Introduction
  • 1. Introduction To HighLevel
  • 2. How to leverage HighLevel
  • 3. Agency Dashboard Overview
  • 4. Agency Settings Overview
  • 5. Download loom for troubleshooting help
  • 6. How to contact GHL 247 support
  • 7. Learn Enough To Be Dangerous

  • 2. Get Started - Subaccount Settings
  • 1. Overview of GHL dashboard features
  • 2. How to use quick actions (green lightning bolt icon)
  • 3. Subaccount settings tab overview
  • 4. Setting up your business info and logo
  • 5. Adding team members to your subaccount
  • 6. Setting up a forwarding number and getting A2P compliant
  • 7. Integrating social profiles with your subaccount
  • 8. Understanding custom fields vs custom values
  • 9. Overview of folders for custom fields

  • 3. Launchpad
  • 1. Launchpad tab overview

  • 4. Dashboard
  • 1. Dashboard tab overview

  • 5. Conversations
  • 1. Conversations tab overview

  • 6. Calendars
  • 1. Calendar tab overview
  • 2. How to create and edit calendar settings
  • 3. How to block off time on your calendar

  • 7. Contacts
  • 1. Contacts tab overview
  • 2. Importing and exporting contacts
  • 3. How to delete contacts
  • 4. How to created a saved audience (smart list)
  • 5. How to merge contacts if you find there are duplicates when uploading
  • 6. How to add a note to your contacts to remember something about them
  • 7. How to create tasks for yourself
  • 8. Bulk action - adding a lot of contacts to a specific workflow
  • 9. Bulk actions - adding a lot of contacts to a pipeline
  • 10. Bulk action - sending review requests
  • 11. Bulk action - adding or removing tags to your contacts
  • 12. Bulk action - sending mass email or sms to your contacts

  • 8. Automations
  • 1. Automations tab overview
  • 2. How to create a workflow from scratch
  • 3. How to read, edit, and understand pre-built workflow automations
  • 4. Overview of common pre-built workflow automations

  • 9. Opportunities
  • 1. How to create, edit and delete pipelines and stages
  • 2. Adding lead value to contacts to see revenue in each stage of your pipeline
  • 3. How to navigate full contact view from opportunities

  • 10. Payments
  • 1. Payments tab overview
  • 2. How to create a product and send an invoice
  • 3. How to send a test invoice to yourself before going live
  • 4. Manually adding card, check or cash payment to an invoice

  • 11. Marketing
  • 1. Marketing tab overview
  • 2. What are trigger links
  • 3. How to use trigger links in your email and sms automations
  • 4. How to create a designed email template
  • 5. How to create and use emailsms template snippets
  • 6. How to schedule your designed email template to send to your contacts

  • 12. Sites
  • 1. Sites tab overview
  • 2. Connecting your domain with your subaccount
  • 3. Uploading imagesvideo to your media library
  • 4. How to configureinstall the chat widget on your website or funnel
  • 5. Forms & surveys overview
  • 6. How to create a survey
  • 7. How to create a form
  • 8. website overview
  • 9. Editing navigation menu in websites
  • 10. Funnels overview
  • 11. Website & funnel drag-n-drop builder overview
  • 12. Overview of sections, rows, and columns
  • 13. Website & funnel elements option overview
  • 14. Editing your websitefunnel different for desktop vs mobile
  • 15. Changing font throughout your entire websitefunnel
  • 16. Adding a product to your funnel step so people can purchase

  • 13. Reputation
  • 1. Reputation tab overview
  • 2. Configuring settings to send out a review request

  • 14. Reporting
  • 1. Reporting tab overview

  • 15. Learn More From Remy
  • 1. How to stay in touch
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