• Skip to main content
  • Skip to primary sidebar

How To Create a Sub-Account in GoHighLevel

April 28, 2025 by Carl

HighLevel is a game-changing system that streamlines firm monitoring. It supplies devices to generate leads, make the most of revenue and automate marketing projects.

These include a channel building contractor, CRM assimilation, appointment scheduling and track record management. Moreover, GoHighLevel uses a white-label price plan that consists of core functions for $97 each month. This is excellent for tiny companies and freelancers.

Get Started

GoHighLevel has a substantial collection of functions that assist you handle client partnerships and boost your profits. A few of these functions consist of e-mail, voicemail, SMS and appointment scheduling. The system additionally allows you to produce and personalize funnels to capture leads and transform them into paying consumers.

If you’re brand-new to the platform, beginning by going through the onboarding series of video tutorials that can be found under the “Assistance” tab. You can additionally access webinars and other sources on the GoHighLevel web site.

One more fantastic feature of HighLevel is its assimilation with Twilio, a cloud interaction third-party app that lets you make telephone call, send out voice declines and get sms message. The application can also download recordings so you can store your vital conversations. It is a wonderful method to construct count on with your clients and save you time by automating the onboarding process. As an example, it can immediately send an assessment request to your leads 1 hour, 1 day, or even a week after the initial call. You can after that track and evaluate the results.

Tailor Your Dashboard

There are lots of methods to tailor your GoHighLevel control panel. You can add widgets for different functions, such as appointments, opportunities and calls. You can likewise view and track Facebook and Google advertisements, along with customer acknowledgment.

An additional way to customize your dashboard is by adding and linking exterior tools like CRM software application, email advertising systems and Google Analytics. These will enable you to see a consolidated sight of your leads, sales and marketing tasks.

How To Create a Sub-Account in GoHighLevel

For example, you can utilize a funnel-building tool to produce a sales pipeline, which you can after that monitor and assess for conversion rates. You can also check out how many possible clients are at each phase of your funnel. This can help you establish where you are shedding leads, such as throughout the visit booking or contract finalizing stages.

Furthermore, How To Create a Sub-Account in GoHighLevel provides a white-label alternative that enables customers to brand name the system as their very own. This function is especially useful for advertising and marketing agencies that need a unified experience for their customers. Furthermore, it can help them prevent paying rising prices for added features.

Import Your Calls

Streamline your consumer connections and automate follow-ups with exact, combined call documents. With the platform’s intelligent import process, you can prevent duplicate get in touch with records, a typical concern that slows down advertising and sales processes.

Prepare Your Checklist

Make sure that the checklist you’re importing remains in a compatible CSV layout (e.g., comma-separated worths). Inspect package to develop a Smart Listing from the imported get in touches with. This is useful if the whole listing is something you intend to handle with each other– for example, individuals that enrolled in information at one occasion.

Map Area

If the columns in your CSV documents don’t flawlessly match the fields in GoHighLevel, you can “map” them right here. As an example, you can appoint the First Name area in the CSV to the Given name area in HighLevel.

Inscribe Special Characters: If the CSV file contains accented or special personalities, you can pick to inscribe them utilizing UTF-8 before submitting. You can likewise choose the default day style and specify whether or not to validate email addresses during the import.

Create Projects

Getting going with GoHighLevel is straightforward and straightforward. The onboarding collection of video tutorials and assist desk support will obtain you up and running in no time at all. There’s also a wide range of posts in the support site on different topics, including email and SMS marketing, channel building contractor, organizing and customer interactions, reputation management and more.

The software’s all-in-one system is designed to boost lead generation, boost bookings and sales conversions, decrease no-shows and grow your profits. It uses a range of plans to fit various business requirements, from freelancers and small companies to advertising and marketing agencies.

For instance, the agency plan offers unrestricted sub-accounts and customer accounts for one price. The system also has a white-label option, which permits users to make use of the software application under their own brand. This makes it excellent for advertising agency that need to use a smooth client experience. The platform additionally supplies a variety of other attributes, such as voice and message messaging, a scheduling and booking device and an AI chatbot. Moreover, it comes with an incorporated CRM.

Automate Jobs

Arrange and automate your business procedures with workflows that repeat instantly. These workflows help you save time and minimize the danger of human mistake. As an example, you can establish an automated onboarding series that welcomes brand-new clients by sending a series of emails, inviting them to a first meeting and supplying valuable resources like guide videos, Frequently asked questions and paperwork.

Streamline lead nurturing campaigns, appointment scheduling, client follow-ups and more with the workflow AI attribute in HighLevel. The AI assesses your information and enhances your workflows, guaranteeing that each action takes place at the most ideal time and How To Create a Sub-Account in GoHighLevel.

You can additionally develop a repeating project that sends invoices to customers for services or products you provide. With this, you can avoid the hassle of preparing invoices manually and ensure that your clients are obtaining timely settlements. You can also white-label the system to make it look extra like your company’s brand. The platform gives templates for invoices, repayment websites and other papers you can utilize. You can even add customized fields and kinds for your business to boost customer engagement.

Prev Post – Next Post

How To Create a Sub-Account in GoHighLevel Related Posts

  • GoHighLevel Order Bump
  • GoHighLevel Academy
  • GoHighLevel Import Contacts
  • Is GoHighLevel a Public Company
  • GoHighLevel Set Your Own Markup
  • GoHighLevel Yext
  • Delete GoHighLevel Account
  • GoHighLevel Verified CallerID
  • GoHighLevel Support
  • GoHighLevel Support Phone Number
  • Filed Under: Uncategorized

    Primary Sidebar

    Disclosure: I am an independent HighLevel Affiliate, not an employee. I receive referral payments from HighLevel. The opinions expressed here are my own and are not official statements of HighLevel LLC · Copyright © 2025 · Genesis Sample on Genesis Framework · WordPress