Go High Level Training Material

GoHighLevel is a CRM and marketing automation platform designed to host the most useful marketing tools under a
single umbrella. High-level is a marketer's best friend.

GHL allows you to:

● Create sales funnels

● Incorporate them into your marketing repertoire

● Automate your workflow

● Integrate bookings and appointments with your calendar

● Gain a better conversion rate

● And maximize your marketing Return on Investment

Dashboard:
Keeps an overview of where the leads are, and how much money has been generated on each phase.

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Conversations:

Keeps all the conversations, phone records and contact information sent through GHL all centralized in this section.

Calendar:

In this section you can book your appointments with your customers. It is already integrated with Daniels and Glynn
calendars.
You can change the view from monthly, weekly or daily.

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Select a contact person, and double click the name. It will display the following window:
Select the date and time, a title and book your appointment.

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Contacts:

In this area you can see the full list of contacts available, add new contacts, export a list of contacts, add tags, add a
contact to a pipeline, apply filters to easily access a determined list of contacts, send SMS messages and emails.

To add a new contact:

Select the plus sign icon at the top left of the screen:

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Add to the fields with as much information as possible. At the bottom of each section, you will find a Save button,
please remember to click it before you continue to other sections to keep adding information.
You can add notes and schedule appointments directly from inside a contact:

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You can use GHL to call your contacts:

This can be accomplished in two different ways:
- Select a contact and select the phone icon next to option 1 or.
- Select the phone icon at the top right corner and input the number you want to dial.

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To apply search filters:

It will display all the categories available to apply a search filter:

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Select your search criteria and apply:

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It will show the amount of results available according to your search criteria. You can edit or delete it or even save it
as a smart list.

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Opportunities:

Here you can create different pipelines and stages to have better visibility and keep track of potential sales deals,
assign a dollar value, and keep the status visible.

In the image below you can see an example of an existing pipeline and the different stages within this pipeline. In this
case, the stages allow us to keep better track of the amount of follow ups performed for each one of the clients listed
in the image below.

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When you click in the Pipeline section at the top of the screen it will display all the avaialble pipelines and from there
you can select to edit or delete.

If you want to edit a specific pipeline, select the pencil icon and it will display the screen below.

Here you can edit the name of a particular stage, add more stages, delete stages and/or you can decide if you
want to have it visible in the funnel and in the dashboard.

Select Save and it will be automatically visible in your funnel.

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Payments:

In this section you can collect payments from your customers. Go High Level allows different ways to do this:

● Import Products/ Price from Stripe

● Test-to-pay Links
● PayPal Integration
● Create invoices
● Create recurring invoices

Additional Training Material

Please review the following video to complement this material:

GoHighLevel Tutorial for Beginners

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