11 Questions
What is the purpose of the "Add Account" button in the "Accounts" tab of the agency dashboard in GoHighlevel?
To open a new location for a new client or for your own agency
What are snapshots in GoHighLevel?
Collections of automations, funnels, email and SMS templates, triggers, calendars, and other elements specific to an industry
How can account details be added in GoHighLevel?
By manually adding the information
What is the purpose of the Activity section in the Account Details page in GoHighLevel?
To provide notes and specific instructions for managing a client
What is the purpose of the Task section in the Account Details page in GoHighLevel?
To assign tasks to team members and set due dates
What does the Active Services section show in GoHighLevel?
Which GoHighLevel services the client is using
What services are offered to clients in GoHighLevel?
Wordpress, Yext, SaaS, Mailgun, and Twilio
What does Mailgun allow for in GoHighLevel?
Mass email sending and scheduling
What does Twilio provide in GoHighLevel?
Online phone numbers and services
What is the purpose of the "Switch to Account" button in GoHighLevel?
To take users to the dashboard of a sub-account
What is the only service currently available for reselling in GoHighLevel?
Yext
Study Notes
- The video covers the "Accounts" link in the agency dashboard in GoHighlevel.
- Clicking on the "Accounts" tab takes you to a list of sub-accounts or locations in the agency.
- The "Add Account" button allows you to open a new location for a new client or for your own agency.
- Snapshots are collections of automations, funnels, email and SMS templates, triggers, calendars, and other elements specific to an industry.
- Vertical, own, and imported snapshots can be selected for new accounts.
- Account details can be added manually or by searching for a Google presence.
- The Account Details page allows for adding contact information, business information, and social profiles.
- The Activity section allows for notes and specific instructions for managing the client.
- The Task section allows for assigning tasks to team members and setting due dates.
- The Active Services section shows which GoHighLevel services the client is using.
- GoHighLevel offers reselling of services to clients
- Yext is currently the only service available for reselling
- SaaS mode can be enabled for clients
- Icons next to sub-accounts represent services offered to clients
- Services offered include Wordpress, Yext, SaaS, Mailgun, and Twilio
- Mailgun allows for mass email sending and scheduling
- Twilio provides online phone numbers and services
- "Switch to Account" takes users to the dashboard of a sub-account
- "View Details" provides more information about a location
- The video provides more details about each service.
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