How to Use Our CRM Tutorial

Unlock the full potential of your team with expert CRM training tailored to your business needs.

1.) Getting Started with GoHighLevel

Introduction to what GoHighLevel is and how remodelers use it. You’ll learn how leads enter the system from ads or your website, how to log in, and how to navigate the home dashboard without getting overwhelmed.

2.) Conversations: Managing All Lead Communication

This tab acts as your business inbox. You’ll learn how to view and reply to messages from leads, send texts, place calls, and track communication. Everything stays in one place so no leads get lost or forgotten.

3.) Contacts & Pipelines: Tracking Leads and Progress

Here you’ll learn how to find a lead, update their information, leave notes, and move them through your sales pipeline (New Lead → Contacted → Appointment Set → Closed/Lost). This shows where each lead stands at every step.

4.) Automations & Follow-Up Sequences

GoHighLevel automatically sends texts and emails to new leads so you don’t have to manually follow up. You’ll learn what automations are, how they work, and how they help increase appointments without extra effort.

5.) Calendar & Appointment Scheduling

Learn how to view your appointment calendar, manually book appointments, and send your automated booking link so leads can schedule consultations on their own. Appointment reminders are included to reduce no-shows.