How To Use Go High Level (GHL) CRM & Elements Of A GHL CRM
GoHighLevel (GHL) CRM is an all-in-one platform for managing leads, sales, and marketing through unified contacts, customizable pipelines (Opportunities), powerful automations (Workflows), and integrated communication (Email, SMS, Calls). To use it, you add/import contacts, nurture them via automated campaigns (triggers, actions, delays), track deals in Pipelines, communicate from the Unified Inbox, and leverage features like Funnels, Websites, and Payments, all within one dashboard. Key elements include Contacts, Opportunities, Workflows, Conversations, Calendars, Funnels, and AI tools, offering a centralized system for business growth.
This video provides a beginner's guide to the GoHighLevel CRM: 1m
Key Elements of a GHL CRM
Contacts: The core database for leads/customers, holding info, tags, and history.
Opportunities/Pipelines: Visual sales stages (e.g., New, Qualified, Closed) to track deal progress.
Workflows/Automation: Trigger-based sequences (SMS, Email, Tasks) for automated follow-ups.
Conversations: A unified inbox for all communications (Email, SMS, WhatsApp, GMB, etc.).
Calendars: For booking appointments and managing schedules.
Funnels & Websites: Tools to build landing pages, forms, and full websites.
Payments & Invoicing: For collecting payments, creating subscriptions, and sending invoices.
Custom Objects/Fields: To track unique business data beyond standard CRM fields.
AI Tools: Features like AI content creation and chatbots for efficiency.
This video demonstrates how to use the CRM features for managing contacts: 59s
GHL Wizard
How to Use GHL CRM
Import & Manage Contacts: Add contacts manually or import CSVs; segment using tags and smart lists; view details (notes, history, payments) in the contact record.
Build Pipelines: Customize stages in Opportunities to match your sales process; drag-and-drop contacts between stages.
Create Automations: Set triggers (form fill, tag added) and actions (send SMS, wait, add to pipeline) in Workflows.
Communicate: Use the Conversations tab for 1:1 or bulk messages; schedule emails/calls directly from contact records or workflows.
Build Sales Assets: Design landing pages, forms, and surveys that feed leads directly into your CRM and workflows.
Automate Follow-ups: Set up sequences for new leads, appointment reminders, post-meeting surveys, and more.
Track & Report: Monitor sales, leads, and campaign performance via the Dashboard and Analytics.
This video shows you how to use the GoHighLevel CRM effectively: 57s
FULL VIDEO
By connecting these elements, GHL streamlines marketing, sales, and service into one system, reducing the need for multiple tools and enabling powerful, automated customer journeys
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