Course Modules

Learn to navigate the primary lead management areas in GoHighLevel and locate specific leads using multiple methods.

Learning Outcomes:

• Navigate to primary lead management areas in GoHighLevel
• Locate specific leads using multiple methods
• Access lead conversation histories to review engagement

Master the complete lead journey from initial contact through enrollment and understand when manual intervention is required.

Learning Outcomes:

• Understand the complete lead journey from initial contact through enrollment
• Recognize which pipeline stages trigger automated communications
• Identify when manual intervention is required versus automatic system operations

Learn practical methods to update lead statuses and understand the critical connection between status updates and advertising performance.

Learning Outcomes:

• Update lead statuses using multiple methods
• Understand the connection between status updates and advertising performance
• Utilize automated email links for efficient lead management

Master the process of manually adding individual leads to GoHighLevel and triggering automated messaging sequences.

Learning Outcomes:

• Manually add individual leads to GoHighLevel
• Apply the correct tag to trigger automated messaging sequences
• Understand when to use individual entry versus bulk import methods

Learn to filter contacts by source tags and measure the effectiveness of advertising campaigns.

Learning Outcomes:

• Filter contacts by source tags
• Combine multiple filter criteria to generate specific reports
• Measure the effectiveness of advertising campaigns by tracking conversions

Create custom calendars for different programs with appropriate availability and capacity settings.

Learning Outcomes:

• Create custom calendars for different programs
• Configure appropriate availability and capacity settings
• Duplicate calendars to save time

Learn to correctly adjust both meeting interval and meeting duration to prevent scheduling conflicts.

Learning Outcomes:

• Identify current appointment durations
• Understand the difference between meeting interval and meeting duration
• Correctly adjust both settings to prevent scheduling conflicts

Connect your Outlook calendar to GoHighLevel to prevent double-booking across platforms.

Learning Outcomes:

• Connect Outlook calendar to GoHighLevel
• Link specific program calendars to Outlook account
• Understand how calendar syncing prevents double-booking