Go High Level

Customize Prospect Reports in GoHighLevel — Agency Strategy


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Learn how to personalize your Prospect Reports in GoHighLevel by controlling which sections display and their order. This episode covers tailoring Marketing Audit Reports to match your sales strategy, highlighting priority insights, and removing unnecessary data.
In this episode you'll learn:
• How to customize global report layouts that apply to all prospects
• How to personalize individual reports without affecting others
• How to reorder sections to match your sales process
• How to control section visibility for cleaner client presentations
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Go High LevelBy William Welch