12 Questions
What does the "Accounts" link in the GoHighlevel agency dashboard lead to?
A list of sub-accounts or locations
How can new locations be added to GoHighLevel?
By clicking the "Add Account" button and selecting a snapshot or filling in information manually
What are snapshots in GoHighLevel?
Pre-built collections of automations, templates, and triggers specific to a particular industry or vertical
What information can be added to a client location in the Account Details page?
Contact information, business info, social profiles, and tasks
What does the Active Services section show in GoHighLevel?
If a client is using any of the services offered by GoHighLevel
What does the "load snapshot" option allow for in GoHighLevel?
Adding or changing the snapshot for a client location
What is required to delete a client location in GoHighLevel?
Typing in the word "delete" correctly
What can be done in the Activity section of a client location in GoHighLevel?
Making notes and specific instructions for managing the location
What can be done in the Task section of a client location in GoHighLevel?
Assigning tasks to team members and setting due dates
What services are currently offered to clients through their locations in GoHighLevel?
WordPress, Yext, SaaS, Mailgun, and Twilio
What is Mailgun used for in GoHighLevel?
Mass email sending and scheduling
What does Twilio provide for clients' businesses in GoHighLevel?
Online phone numbers and services
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.
Make Your Own Quizzes and Flashcards
Convert your notes into interactive study material.
Get started for free
