Overview The CRM’s Workflow Notes, Action Notes, and Sticky Notes features offer users an efficient way to add context, insights, and essential details directly within workflows. These tools improve collaboration, simplify communication, and ensure that key information is easily accessible for seamless workflow management. All-New Sidebar Workflow-Level Notes Overview Who Can Add Notes: How to […]
Overview The Survey Submitted trigger activates a workflow whenever a contact completes a survey. This feature is ideal for automating follow-up actions, such as sending a thank-you email, updating contact details, or applying tags based on the survey responses. Trigger Name Survey Submitted Trigger Description This trigger activates when a contact completes a survey. You […]
What are Private Integrations? Private Integrations allows you to build powerful custom integrations between your CRM account and any other third party app. If you are looking to integrate your CRM account with a third party app, you have two options: 1. Find and install relevant app from the App Marketplace 2. Build your own […]
TikTok has rapidly emerged as one of the fastest-growing social media platforms, experiencing a massive surge in popularity over the past few years. Recently, the company introduced a new advertising initiative called TikTok Leads. This feature enables advertisers to connect with TikTok users who have already shown interest in their brand or service, allowing for […]
Sales velocity refers to the rate at which opportunities progress from being identified to achieving the “Won” status and generating revenue. Note: Sales velocity is calculated by dividing the total sales value in USD by the average sales cycle duration in months. The components of the calculation are as follows: Total Sales Value: The sum […]
When setting up campaigns, triggers, settings, forms, and other elements within an account, if you intend to use that account as a blueprint for creating accounts for different clients, you can employ a feature called “snapshot.” This feature enables you to replicate all the components from the initial client’s account and import them into the […]
Navigate to the Automation tab, select Workflow, and then click the option to create a new Workflow. Within the Workflow dashboard, opt for starting a new Workflow from Scratch. Click Add New Workflow Trigger Scroll down until you see Shopify, and add the three tabs under Shopify. After adding the desired components, proceed to click […]
Go High Level and ClickFunnels are both popular platforms for building and managing online marketing campaigns. Go High Level is a comprehensive platform that offers a range of features, including lead generation, appointment scheduling, and customer relationship management. ClickFunnels, on the other hand, is focused on creating high-converting sales funnels and landing pages. Both platforms […]
I caught up with the one and only Shaun Clark of HighLevel (GoHighLevel) to talk through his experience with this years Summit called LevelUp summit, which was held in Dallas, Texas in October. He shares some inside information into the team, what’s around the corner for Q1 next year and of course some of the […]
What is GoHighLevel? Gohighlevel promises to be the perfect solution for small business owners, agency owners and even anyone really looking to start a marketing agency from home, and entrepreneurs who want an all-in-one sales, SMMA and marketing automation platform. In this review, we’ll take a look at how Gohighlevel can help you grow your […]
I’ve been waiting a long time for this one. Finally the GoHighLevel team announced their reporting and analytics for subaccounts. Next time you navigate to your agency dashboard, click sub-accounts and you’ll see a lovely list of sub-accounts along with all their metrics. Its looks obvious to me that they only starting ingesting the data […]
Onboarding new clients can be tricky for many marketing agencies. It’s a critical phase where first impressions are made, and client satisfaction begins to take shape. Many agencies find this stage challenging, often facing unexpected hurdles that can slow down the process or affect the quality of service. Poor onboarding can lead to misunderstandings, causing […]