Support – Engage Pro

Your Blueprint for Success

This interactive hub guides you through mastering GoHighLevel, from the essential first steps to advanced automations. Follow this path to build a powerful engine for your business growth.

1. Foundational Setup

The initial setup is crucial. These steps ensure your communications are delivered effectively and establish a professional brand presence from day one.

Account Setup & Onboarding

Log in and complete your profile. The LaunchPad checklist guides you through connecting integrations and adding team members to get your account ready.

Domain Setup

Connect your custom domain for funnels and websites. Add your domain in settings, and GoHighLevel will provide DNS records to add to your registrar.

Phone Number Integration

Purchase a new number for SMS and voice calls directly within the platform. This enables two-way texting and call tracking from your CRM.

Email Configuration

Integrate an email service like Mailgun or use LeadConnector Mail. Verify your sending domain with DNS records to ensure high deliverability.

Connect Payment Gateway

Integrate your Stripe account to enable powerful features like Text-to-Pay and Invoicing directly within the platform.

Add Your Team

Create accounts for your team members, assign specific roles and permissions, and configure their user settings for seamless collaboration.

Get the Mobile App

Download the LeadConnector mobile app to manage conversations, calendars, and opportunities from anywhere.

2. Communication & Engagement

Centralize your daily interactions with leads and customers using these powerful communication tools.

2-Way Text & Email

Use the unified Conversations inbox to send and receive SMS and email messages with leads, keeping all communication in one organized thread.

Missed Call Text Back

Automatically send a text message to anyone who calls your tracking number if you don’t answer, ensuring you never miss a lead.

Text To Pay

Send secure payment links via text message. Generate an invoice link directly in a conversation so customers can pay instantly.

Multi-Channel Chat

Integrate Facebook, Google My Business, and a Web Chat widget to manage all conversations from one central inbox.

3. Marketing & Automation

Generate leads, capture their information, and put your follow-up on autopilot with these powerful marketing and automation tools.

Email Marketing

Build and send email campaigns with drag-and-drop templates. Schedule newsletters and track open and click rates inside the CRM.

Workflows (Automation)

Automate your processes with workflows. Send texts, emails, add tasks, and more based on triggers like a new form submission or missed call.

SMS & Email Templates

Save time with pre-written text and email templates. Use them in bulk campaigns, one-on-one chats, or automated workflows.

Trigger Links

Create special links that track clicks and trigger automations. When someone clicks a link, HighLevel can tag them or start a follow-up sequence.

4. CRM & Operations

Manage the customer lifecycle visually, from tracking sales deals to scheduling appointments and managing daily operations.

Lead & Customer Tracking (CRM)

Keep all prospects and clients organized. See contact details, activity history, and pipeline stage so no lead slips through.

Custom Forms & Surveys

Build and embed forms to collect lead info. Use surveys for multi-step forms, quizzes, or conditional logic questions for qualification.

Calendar Management

Set up booking calendars, sync with Google/Outlook, and send automated reminders to reduce no-shows and streamline scheduling.

Website & Funnel Builder

Build websites and sales funnels with drag-and-drop tools. Use templates to create pages that capture leads and track conversions.

QR Codes

Generate branded QR codes that link to your website, review form, or offers. Track how many times each code is scanned.

5. Advanced Tools

Leverage these tools for reputation management, content creation, business operations, and comprehensive analytics.

Opportunities (Pipeline)

Track leads through your sales stages. Drag-and-drop cards in the pipeline view to see your sales progress at a glance.

Funnels & Advanced Campaigns

Build multi-step funnels with upsells, downsells, and split testing. Combine with workflows for advanced automated campaigns.

Reputation Management

Request and track online reviews. Automatically send customers a review request via text or email and manage responses.

Social Planner

Connect your social accounts to schedule posts ahead of time. Plan content in one calendar so your social feeds stay active.

Blogs & Communities

Publish blog posts to drive organic traffic. Build membership sites or private communities to deliver courses and premium content.

Invoicing & Contracts

Create and send invoices. Send agreements or proposals that clients can sign digitally, keeping paperwork simple and integrated.

Reporting & Analytics

View reports for calls, funnels, ads, and revenue in one place. Dashboards help you see what’s working and what needs improving.

GMB Call Tracking

Assign a tracked phone number to your Google Business Profile so calls from Google are logged, reported, and available for analytics.