Accounts
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Questions and Answers

What is the purpose of the "Add Account" button in the "Accounts" tab of the agency dashboard in GoHighlevel?

  • To view a list of sub-accounts or locations in the agency
  • To open a new location for a new client or for your own agency (correct)
  • To select vertical, own, and imported snapshots for new accounts
  • To add contact information, business information, and social profiles to an account

    • What are snapshots in GoHighLevel?

  • Collections of automations, funnels, email and SMS templates, triggers, calendars, and other elements specific to an industry (correct)
  • A list of sub-accounts or locations in the agency
  • The contact information, business information, and social profiles of an account
  • Notes and specific instructions for managing a client

    • How can account details be added in GoHighLevel?

  • By selecting a snapshot for the account
  • By searching for a Google presence
  • By manually adding the information (correct)
  • By assigning tasks to team members and setting due dates

    • What is the purpose of the Activity section in the Account Details page in GoHighLevel?

    <p>To provide notes and specific instructions for managing a client</p> Signup and view all the answers

    What is the purpose of the Task section in the Account Details page in GoHighLevel?

    <p>To assign tasks to team members and set due dates</p> Signup and view all the answers

    What does the Active Services section show in GoHighLevel?

    <p>Which GoHighLevel services the client is using</p> Signup and view all the answers

    What services are offered to clients in GoHighLevel?

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

    What does Mailgun allow for in GoHighLevel?

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

    What does Twilio provide in GoHighLevel?

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

    What is the purpose of the "Switch to Account" button in GoHighLevel?

    <p>To take users to the dashboard of a sub-account</p> Signup and view all the answers

    What is the only service currently available for reselling in GoHighLevel?

    <p>Yext</p> Signup and view all the answers

    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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