SUPPORT
Welcome to our Support Portal! Please choose one of the below options to get started, and a member of our team will be sure to assist right away!
Welcome to our Support Portal!
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WALKING YOU THROUGH THE BASICS
Frequently Asked Questions
How can I update a client’s contact information?
Navigate to the Contacts section, find the contact, and click "Edit." Make any necessary changes and save.
How do I add new opportunities to track inventory?
Go to the Opportunities tab, click "Add Opportunity", and fill in details like name, price, and status.
Can I set up notifications for new opportunities?
Yes. Create a workflow with a "New Opportunity" trigger, then add a "Notification" action to alert your team.
How can I link a contact to multiple opportunities?
Under each contact profile, select "Opportunities" and add as needed. Ensure Duplicate Opportunities settings are enabled.
Can I bulk edit contacts or opportunities?
Yes, in the "Contacts" or "Opportunities" section, select multiple items and use "Bulk Actions" to edit or delete them.
How do I filter my contacts or opportunities?
Use "Smart Lists" when viewing your contact list for advanced filtering based on custom fields, tags, or conditions.
How can I integrate my calendar with Go High Level?
In the "Calendar" section, go to settings and sync with Google or other calendar apps for appointment tracking.
How do I recover deleted contacts or opportunities?
Go to the "Contacts" or "Opportunities" section, then open "Restore" from the settings to recover recently deleted entries.
How do I assign a team member to a contact or opportunity?
Open the contact or opportunity, locate the Assigned User field, and select the appropriate team member. This helps with accountability and follow-ups.
Can I create automated reminders for follow-ups?
Yes, set up Workflows to automatically create tasks or reminders when certain actions occur, like a new opportunity or upcoming event.
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DISCLAIMER: Individual results will vary and depend on several factors, including but not limited to your training, experience, and work ethic. All business endeavors carry risk and require consistent effort. If you are not ready to elevate to the next level, please do not use our Software.