How to Set Up Your CRM in GoHighLevel _____________________________________________ In today’s fast-paced digital marketing world, customer relationship management (CRM) is no longer optional—it’s essential. Whether you're a startup, agency, or growing enterprise, having the right CRM tool in place can make a huge difference in managing leads, automating sales, and increasing conversions. One platform that stands out among the rest is GoHighLevel.
In this guide, we’ll walk you through how to set up your CRM in GoHighLevel, while also explaining its most powerful features like HighLevel’s marketing automation, sales funnels, workflow automation, and more.
What is GoHighLevel? GoHighLevel is an all-in-one CRM and marketing automation platform designed specifically for marketers, agencies, and small businesses. It helps you manage leads, build funnels, send emails, automate workflows, and much more. It even supports white-label services, allowing agencies to offer GoHighLevel under their own brand. Whether you're exploring a GoHighLevel demo or already a user, setting up your CRM correctly is the key to maximizing its potential.
Why Choose GoHighLevel CRM? Before diving into setup, here’s why thousands of businesses choose GoHighLevel as their CRM: ● ● ● ● ● ● ● ● ●
Powerful sales funnel builder Full CRM and pipeline management Advanced marketing automation In-depth reporting and analytics Seamless GHL CRM integration Robust Go High Level support Go High Level white label capabilities Budget-friendly GoHighLevel pricing A growing community of GoHighLevel experts and consultants
Step 1: Set Up Your GoHighLevel Account To start, sign up on the GoHighLevel website. Once registered, you'll get access to the GoHighLevel platform dashboard, which includes all tools like the CRM, funnels, email marketing, and workflow automation. Tip: You can request a GoHighLevel demo to explore features before committing.
Step 2: Create a Sub-Account Think of a sub-account as your workspace. If you run multiple businesses or manage clients, you’ll want to create separate sub-accounts for each. ● Go to “Accounts” > “Create Account” ● Fill in the business details ● Choose a plan from the available Go High Level pricing tiers Each sub-account has its own CRM, sales funnel, marketing automation, and reporting tools.
Step 3: Configure Your CRM Settings Now comes the core part: setting up your Go High Level CRM. 1. Pipeline Stages Navigate to “Opportunities” > “Pipelines.” Create a pipeline for your sales process (e.g., New Lead → Contacted →
Proposal Sent → Won/Lost). 2. Custom Fields Under “Settings” > “Custom Fields,” add fields like “Budget,” “Service Type,” or “Lead Source.” 3. Tags and Smart Lists Use tags to categorize leads. Example: “Cold Lead,” “Hot Lead,” or “High Ticket.” Use Smart Lists to filter and target specific audiences. These features allow GoHighLevel CRM experts to build a fully personalized client management system.
Step 4: Add Leads and Contacts There are multiple ways to import contacts: ● ● ● ●
Manually add them one-by-one Bulk upload via CSV Sync with Facebook Lead Ads or Google Forms API and GHL CRM integration for custom setups
Each lead gets tracked in your sales funnel, complete with activity history and notes.
Step 5: Build a Sales Funnel Next, move to the GoHighLevel Funnel Builder: ● Choose from existing templates or build from scratch ● Add landing pages, forms, and payment gateways ● Connect your CRM to capture leads directly from your funnel This is where sales automation meets smart design. Every lead that signs up through a form or landing page is automatically added to the CRM.
Step 6: Set Up Workflow Automation Workflows save time and reduce manual effort. Here’s how to set up GHL workflow automation: ● Go to “Automations” > “Create Workflow” ● Trigger: Lead enters pipeline
● Actions: Send email → Assign to user → Add tag → Move to next pipeline stage These workflows make GoHighLevel automation simple and scalable. You can even create automated follow-ups, birthday wishes, or reminders.
Step 7: Integrate Communication Channels GoHighLevel CRM allows multi-channel communication: ● ● ● ●
Email: Use SMTP to send branded emails SMS & WhatsApp: Integrate Twilio for text automation Phone calls: Make and receive calls directly in GoHighLevel Facebook Messenger & Instagram DMs: Connect for social engagement
All messages are logged in the contact’s CRM profile, giving you a 360° customer view.
Step 8: Build Dashboards and Reports Every good CRM needs tracking. Go to “Reports”: ● Track funnel performance ● Monitor conversion rates ● Analyze campaign results This allows Go High Level consultants to refine strategies and improve ROI over time.
Step 9: Embed CRM on Your Website Use GoHighLevel’s form or calendar widget to embed lead capture forms on your existing website. You can also build an entire site using the GoHighLevel Website Builder for seamless integration. Whether it's a marketing funnel or a client intake form, all data flows directly into your CRM.
Step 10: Train Your Team Setting up is just one side—training is the other. ● Use the Go High Level support knowledge base ● Connect with GoHighLevel consultants ● Hire GoHighLevel experts for advanced setup
● Schedule internal training for your team Consider creating SOPs (Standard Operating Procedures) so your team can handle the CRM without confusion.
Bonus Tips to Maximize Your Setup ● ● ● ● ●
Set up notifications so your team doesn’t miss hot leads. Regularly clean your contact list. Utilize go high level tools like reputation management, surveys, and calendars. A/B test your funnels and automations. Explore gohighlevel automations for upselling or retargeting campaigns.
Conclusion: Ready to Build Smarter Relationships? Setting up your CRM in GoHighLevel is a smart move for any business serious about scaling. From building sales funnels and marketing automation workflows to engaging customers via multi-channel messaging, GoHighLevel brings everything into one powerful, easy-to-use dashboard. At Elicit Digital, we specialize in CRM setup, marketing automation, and funnel optimization using GoHighLevel. Whether you're just starting or looking to scale with advanced workflows, our team of GoHighLevel experts and consultants can help you get results faster. Ready to get started? Let’s make your CRM work smarter. For more information: Visit: https://www.elicit.digital/ Email:
[email protected] Call us: +91-9111555876
