HighLevel: crm features and setup

Overview

HighLevel brings together the journey from submitting contact details to booking an appointment and continuing the conversation. Alongside the sales pipeline are forms, landing pages, and a Workflows builder that triggers actions based on events. Agencies managing multiple businesses should also review account separation and each client's integrations. The design should specify when an automated sequence stops, such as when a representative starts a conversation or an appointment is booked, to prevent follow-up that no longer matches the situation.

Features

• Managing contacts and sales stages in a CRM
• A Workflows builder for marketing and follow-up processes
• Forms, calendars, and communication through connected channels

Business uses

• Routing a form lead to an appointment and follow-up task
• Sending an appointment reminder and updating the sales pipeline stage

Getting started

• Set up a test account and connect one form and one calendar.
• Build a sequence that starts on registration and stops after an appointment is booked.
• Test a duplicate lead, a canceled appointment, and a handoff to manual follow-up.

What to check

• Check message, telephony, and AI feature costs separately from the subscription.
• Ensure permissions and integrations are isolated across agency clients, and that a sequence can be stopped in time.