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The Most Powerful Tool Your Business Will Ever Need!

At ClickCallSell, we believe our clients should be maximizing every lead, responding to every call, and delivering results with every click. GoHighLevel is the ultimate Client Success Portal (CSP), which can be tailored specifically for your business.

With GHL, You Can:

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The Most Powerful Tool Your Business Will Ever Need!

The learning curve is real. Logging in is the first step in mastering this powerful software.

Manually adding contacts is a great way to create custom sequences or add someone to an existing workflow.

Keep customer information up-to-date and secure. Accurate Contact records are the best way to maximize effective communication.

When you want to stop communication, deflecting the contact works best. If you want to change status, refer to the Updating Contact Records video.

There are several ways to contact your leads. Email, phone, text, internal reminders, direct mail.

Test your imagination to find creative ways to contact your leads. Email, phone, text, sales manager, automate communication or build manual triggers.

Manage multiple platforms in one place with GHL. Google Business Profile, Facebook, Email, Text and more can be managed from one centralized dashboard.

Sync your forms to Google Analytics to track visitors, leads and behavior. As a bonus, if you are able to connect your forms to your CRM, you can then track each customer from the first interaction.

Pipelines are the path clients and users take as they move through your buying cycle / customer journey.

Follow Google’s Terms reducing your chances of getting your account flagged or removed. Get reviews from Google, Yelp, Facebook & More.

Google has a  policy against gating. Gating is where a business pre-qualifies a customer before asking them for a review avoiding negative reviews.

Effortlessly link to and post to your social media accounts from one place.

A

A2P 10 DLC

A2P 10DLC is a messaging standard that enables businesses to send Application-to-Person (A2P) SMS messages using a standard 10-digit long code (10DLC) phone number. It’s a system in the United States businesses use to send authenticated and secure SMS/MMS messages to mobile

API

APIs are mechanisms that enable two software components to communicate with each other using a set of definitions and protocols. For example, the weather bureau’s software system contains daily weather data. The weather app on your phone “talks” to this system via APIs and shows you daily weather updates on your phone.

API Key

API keys are used to make secure connections between 2 platforms without the need to log in each time the connection needs to be made. An API key is often needed to set up Mailgun or SMTP services or create integrations with platforms not already created within the Highlevel platform.

Automations

Automation is a series of events set off by a specific action. You might imagine a series of dominos all set up to fall over in sequence when a ball rolls to hit the first one. In this same way, automation can be set up to fire off any series of messages, and back-end processes after a contact does a certain activity (i.e., submitting a form or booking an appointment). Includes: Workflows, Campaigns, Triggers.

C

Calendar

The calendar feature replaces the need for an external booking widget. Customers often try to get their leads on calls to discuss tactics, do demonstrations, or provide services. The team’s calendars can allow a single user to offer multiple appointment types(i.e., spas, and salons) or for multiple users to get round-robin assigned to the same type of appointment (i.e., sales calls).

Chat Widget

A pop-up can be placed on a website to gather contact info and create a conversation for the contact.

Conversations

The conversations area allows users to see all the messages from the lead regardless of the platform or contact method. This means customers no longer have to flip through multiple tabs and applications to track what was said to the lead.

CRM

Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

Custom Fields

Custom fields are user-defined fields that can be used to store additional data about a customer or potential customer.

Custom Values

Custom values are used as fill-in-the-blank fields. Custom Values are a change once, update everywhere field that can be used in various places in the HighLevel system. For example, if you were deploying a field to have someone input data about Google but then decided you wanted to collect data about Facebook instead, changing the information in Custom Values would then, in turn, change all the places where that Custom Value was being used.

D

Dashboard, Sub-Account

The Dashboard in the Sub-Account displays graphics and metrics based on the pipeline as well as some quick looks at daily activities. Users will see the full potential value of all the pipelines, the distribution of contacts across each platform, and see the count of opportunities from each source. Note: The lead source widget looks at the opportunity source separate from the Contact Source. Users can also quickly access their manual actions and tasks within the dashboard.

DKIM

DomainKeys Identified Mail is an email authentication method designed to detect forged sender addresses in email, a technique often used in phishing and email spam. DKIM allows the receiver to check that an email that claimed to have come from a specific domain was indeed authorized by the owner of that domain.

Domains

a domain name is the text that a user types into a browser window to reach a particular website. For instance, the domain name for Google is ‘google.com’.

F

Facebook Pixel

Facebook pixel is a piece of code that you place on your website. It collects data that helps you track conversions from Facebook ads, optimize ads, build targeted audiences for future ads and remarket to people who have already taken some action on your website. The Facebook Pixel ID is the specific ID number associated with your account.

Forms

Form is a tool for receiving information from customers. It is a form in which a potential client can enter contact information, order a product or sign up for a service.

Funnel

A funnel is a visual representation of the different stages that a potential customer goes through as they engage with a business.

L

Launchpad

The LaunchPad tab in the Sub-Account allows users to get a quick start on integrations and adding team members, giving clients the ability to start utilizing the platform immediately.

M

Mailgun

Mailgun is a third-party service we use to send emails in bulk. Mailgun is the native integration for the email services provider. It is recommended that each sub-account in HighLevel be set up with its own unique sending domain.

O

Opportunities

A card in the pipeline represents the chance to sell a product or service. A contact may have more than one opportunity associated, but one opportunity cannot be associated with multiple contacts.

P

Pipeline

The visual representation of the sales stages leads to the development process. Represented by columns where Opportunities are stacked.

R

Reports - Attribution

The attribution report shows where and how customers came into the platform.

Reports - Call Reporting

Call Reporting shows totals of calls in each status and has a list of calls with their recordings if the option is activated.

Reports - Facebook Ads

Facebook Ads shows a variety of performance metrics on the ads listed on the Facebook platform.

Reports - Google Ads

Google Ads shows a variety of performance metrics on the ads listed on the Google platform.

S

SaaS

SaaS (Software as a Service) means accessing software through the internet without downloads. Users subscribe to applications hosted on remote servers, accessing them via web browsers.

Settings - My Staff

The My Staff setting in sub-accounts is where you can manage the team members for the sub-account. You can also manage teams and team calendars in this setting.

Smart Lists

Smart Lists are enhanced contact lists. You can use filters to search/sort against different parameters, identify which columns of information you want to see, create targeted lists, and apply bulk actions. As the underlying contact data is updated, they will be automatically added/removed to/from your targeted lists.

Snapshot

Snapshots are copies of a particular sub-account at a particular point in time. The idea is that users will build a stand-alone sub-account with automation and webpage templates that include a copy with custom values. This will allow the template to be updated and copied into new or existing sub-accounts, bringing over all the templatized features. Snapshots are used to drastically reduce the amount of time an agency would need to set up sub-accounts so their customers can quickly start using the product.

Snapshot - Imported

Imported snapshots are snapshots you have received from someone else via a copied URL link or an email. Both can be imported and will appear in the Agency dashboard in the imported snapshots subtab under account snapshots or snapshots in settings.

Snapshot - Own

Snapshots created by the agency will appear in the Own Snapshots tab.

Stage Distribution

The stage distribution is a widget that shows the number of OPEN opportunities in the individual stage.

Stages Sub-Account

Also known as Account or Location. In this view, users can manage the CRM, create funnels and websites, set up booking widgets, and much more. An agency will need its own sub-account to access these features for itself.

Surveys

Surveys allow you to create and send surveys to your contacts. The survey builder allows you to direct your contact through conditional logic questions. In other words, the survey will follow a specified path based on their response to certain questions. This only works for checkbox, radio, and single options.

T

Tags

Tags are a way of categorizing your contacts. You can tag any contact in your contacts list with one or more tags to help you find it again later. Tags are used for searching, browsing, sorting, and organizing content. They also allow you to fire off automation, bulk Emails, SMS etc.

Tasks

A task that needs to be done and assigned to a user at the sub-account level.

Team

A team is made up of users (aka employees) specific to agencies and accounts. An agency team member can access all the accounts within that agency and can message customers, modify settings, create funnels, etc., depending on their permissions. An account team member is a specific employee within the account and is taken directly to the sub-account dashboard when logging in; they can access sub-account functions depending on their permissions.

Templates

Rather than duplicating effort when sending out communications, the Email Marketing tab in the Sub-Account level can be used to create email and SMS templates. In other words, build once and use over and over again. There are options for plain text email and SMS templates, but there is also a graphic email builder that can make a company’s message more exciting. It includes a drag-and-drop editor allowing text, images, videos, and buttons to be organized in a beautifully designed layout.
Trigger links are a useful method to redirect a user to a specific page after they click on it within an SMS or email. When a user clicks on the trigger link, the system will record it in the contact’s activity timeline and trigger a pre-defined action within a workflow. Within the workflow build there are actions and triggers that you can fire off a trigger link click.

Twilio

Twilio is a third party service that provides programmable communication tools for making and receiving phone calls, sending and receiving text messages, and performing other communication functions using its web service APIs.

U

UI

The user interface is the point at which human users interact with a computer, website or application. The goal of effective UI is to make the user’s experience easy and intuitive, requiring minimum effort on the user’s part to receive the maximum desired outcome.

Unified Mailbox

A unified mailbox refers to the Highlevel functionality that allows for multiple communication sources to be seen all in one place including email, text messages (SMS), etc.

User

A person who is given access to the platform to message customers, modify settings, create funnels, etc., depending on their permissions.

UTM

Urchin Tracking Module. These codes are snippets of text added to the end of a URL to help you track where website traffic comes from if users click a link to this URL.

W

Webhook

A webhook is an HTTP request, triggered by an event in a source system and sent to a destination system, often with a payload of data. Webhooks are automated, in other words, they are automatically sent out when their event is fired in the source system.

White Label

White Label or white labeling refers to a practice where one company creates products or solutions and another company purchases and rebrands those products or solutions to offer to their customers with their branding.

Z

Zapier

Zapier is a web automation tool that connects hundreds of other web apps and services, allowing them to work together seamlessly.

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