Accounts
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Questions and Answers

What does the "Accounts" link in the GoHighlevel agency dashboard lead to?

  • A list of sub-accounts or locations (correct)
  • A list of services offered by GoHighLevel
  • A list of industry-specific templates
  • A list of client tasks

    • How can new locations be added to GoHighLevel?

  • By clicking the "Add Account" button and selecting a snapshot or filling in information manually (correct)
  • By contacting customer support
  • By purchasing a pre-built collection of automations
  • By copying an existing location and modifying the details

    • What are snapshots in GoHighLevel?

  • Pre-built collections of automations, templates, and triggers specific to a particular industry or vertical (correct)
  • SaaS services offered to clients
  • Online phone numbers and services for clients' businesses
  • Mass email sending and scheduling services

    • What information can be added to a client location in the Account Details page?

    <p>Contact information, business info, social profiles, and tasks</p> Signup and view all the answers

    What does the Active Services section show in GoHighLevel?

    <p>If a client is using any of the services offered by GoHighLevel</p> Signup and view all the answers

    What does the "load snapshot" option allow for in GoHighLevel?

    <p>Adding or changing the snapshot for a client location</p> Signup and view all the answers

    What is required to delete a client location in GoHighLevel?

    <p>Typing in the word &quot;delete&quot; correctly</p> Signup and view all the answers

    What can be done in the Activity section of a client location in GoHighLevel?

    <p>Making notes and specific instructions for managing the location</p> Signup and view all the answers

    What can be done in the Task section of a client location in GoHighLevel?

    <p>Assigning tasks to team members and setting due dates</p> Signup and view all the answers

    What services are currently offered to clients through their locations in GoHighLevel?

    <p>WordPress, Yext, SaaS, Mailgun, and Twilio</p> Signup and view all the answers

    What is Mailgun used for in GoHighLevel?

    <p>Mass email sending and scheduling</p> Signup and view all the answers

    What does Twilio provide for clients' businesses in GoHighLevel?

    <p>Online phone numbers and services</p> Signup and view all the answers

    Study Notes

    • The "Accounts" link in the GoHighlevel agency dashboard leads to a list of sub-accounts or locations.
    • New locations can be added by clicking the "Add Account" button and selecting a snapshot or filling in information manually.
    • Snapshots are pre-built collections of automations, templates, and triggers specific to a particular industry or vertical.
    • The Account Details page allows for adding more information about a client location, including contact information, business info, social profiles, and tasks.
    • The Active Services section shows if a client is using any of the services offered by GoHighLevel.
    • The "load snapshot" option allows for adding or changing the snapshot for a client location.
    • The "delete" option allows for deleting a client location, but requires typing in the word "delete" correctly.
    • The Activity section allows for making notes and specific instructions for managing a client location.
    • The Task section allows for assigning tasks to team members and setting due dates.
    • The Accounts page and Account Details page have multiple tabs for organizing and managing information about client locations.
    • GoHighLevel offers various services to clients, including Facebook ads and online listing through Yext.
    • Reselling of GoHighLevel services is possible, but currently only Yext is available for US-based clients.
    • SaaS mode can be enabled to offer software services to clients.
    • Icons in front of sub-accounts represent the services offered to clients through their locations.
    • Services currently offered include WordPress, Yext, SaaS, Mailgun, and Twilio.
    • Clicking "Switch to Account" takes the user to the dashboard of the sub-account.
    • "View Details" provides more information about the location.
    • The services offered may be expanded in the future.
    • Mailgun allows for mass email sending and scheduling.
    • Twilio provides online phone numbers and services for clients' businesses.

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