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Learn how to leverage the Companies feature in GoHighLevel to manage business relationships at the enterprise level. This episode covers everything digital marketing agencies need to know about consolidating client interactions and organizing company-wide data in one platform.

In this episode you'll learn:

• How to create, edit, and save detailed company profiles in GoHighLevel

• Setting up and managing custom fields for your specific business needs

• Customizing list views and using advanced filters for better organization

• Searching and sorting across standard and custom fields efficiently

Ready to try GoHighLevel yourself? The link above gets you a FREE 30-day trial — double the standard 14-day trial. See why thousands of agencies run their entire business on one platform.

🚀 Start your FREE 30-day GoHighLevel trial: https://globalhighlevel.com/trial

Learn how to efficiently import contacts into GoHighLevel using CSV files. This episode walks you through the complete process of uploading, mapping, and confirming your contact data to build your agency's database fast.

In this episode you'll learn:

• How to navigate the Contacts tab and prepare for importing

• The correct CSV file format and common mistakes to avoid

• Step-by-step upload and data mapping process

• How to import Opportunities alongside Contacts for maximum efficiency

Ready to try GoHighLevel yourself? The link above gets you a FREE 30-day trial — double the standard 14-day trial. See why thousands of agencies run their entire business on one platform.

🚀 Start your FREE 30-day GoHighLevel trial: https://globalhighlevel.com/trial

In this episode, we break down why GoHighLevel charges VAT, GST, or HST on invoices for international customers. Understanding these tax requirements helps you manage your agency's billing accurately and avoid surprises on your statements.

In this episode you'll learn:

• Why GoHighLevel charges VAT/GST/HST to comply with international tax regulations

• Which jurisdictions require tax charges even with a valid tax ID

• How providing a tax ID number in your billing profile affects your charges

• When these tax charges begin and how to update your tax information

Ready to try GoHighLevel yourself? The link above gets you a FREE 30-day trial — double the standard 14-day trial. See why thousands of agencies run their entire business on one platform.

🚀 Start your FREE 30-day GoHighLevel trial: https://globalhighlevel.com/trial

Learn how to leverage the Quiz Submitted workflow trigger in GoHighLevel to automate your agency's follow-up processes. This episode walks you through setting up automated actions that activate whenever contacts complete and submit quizzes, helping you segment leads and personalize customer journeys at scale.

In this episode you'll learn:

• How the Quiz Submitted trigger works as a workflow entry condition in GoHighLevel

• Key benefits including automated feedback, lead segmentation, and team task assignment

• Practical use cases for agencies managing client quizzes and lead qualification

• Step-by-step setup instructions to implement this trigger in your workflows

Ready to try GoHighLevel yourself? The link above gets you a FREE 30-day trial — double the standard 14-day trial. See why thousands of agencies run their entire business on one platform.

🚀 Start your FREE 30-day GoHighLevel trial: https://globalhighlevel.com/trial

Learn how to set custom frequency for certificate expiry reminder emails in GoHighLevel. This episode covers the latest update that lets you control exactly when you receive expiry notifications instead of using default intervals.

In this episode you'll learn:

• How to access and navigate to the Certificates section in GoHighLevel

• How to customize reminder intervals based on your specific preferences

• Why controlling expiry notifications improves your agency's workflow

• Best practices for staying on top of certificate management

Ready to try GoHighLevel yourself? The link above gets you a FREE 30-day trial — double the standard 14-day trial. See why thousands of agencies run their entire business on one platform.

🚀 Start your FREE 30-day GoHighLevel trial: https://globalhighlevel.com/trial

Learn how to use the Duplicate Widget feature in GoHighLevel to streamline your dashboard creation process. This powerful tool lets you copy existing widgets and customize them, eliminating the need to build complex configurations from scratch every time.

In this episode you'll learn:

• How to enter Dashboard Edit Mode and locate the Duplicate Widget feature

• Step-by-step process for duplicating widgets on your dashboard

• How to customize duplicated widgets and save your changes

• Why this feature is essential for agencies managing multiple client dashboards

Ready to try GoHighLevel yourself? The link above gets you a FREE 30-day trial — double the standard 14-day trial. See why thousands of agencies run their entire business on one platform.

🚀 Start your FREE 30-day GoHighLevel trial: https://globalhighlevel.com/trial

Discover how to leverage GoHighLevel's CRM List View feature to manage your agency's contacts, opportunities, and custom objects with powerful filtering and sorting capabilities. Learn the essential tools that help you bulk review records efficiently without jumping between individual details.

In this episode you'll learn:

• How to access and enable List View for Contacts, Opportunities, Companies, Custom Objects, and Tasks

• Filtering and sorting techniques to find exactly what you need in seconds

• Customizing visible columns to match your workflow

• Best practices for managing large record sets and spotting patterns quickly

Ready to try GoHighLevel yourself? The link above gets you a FREE 30-day trial — double the standard 14-day trial. See why thousands of agencies run their entire business on one platform.

🚀 Start your FREE 30-day GoHighLevel trial: https://globalhighlevel.com/trial

Discover how to streamline your agency's workflow with GoHighLevel's enhanced task management system. This episode walks you through the powerful tools that help you track, organize, and delegate tasks more effectively across your team.

In this episode you'll learn:

• How to access and navigate the Tasks List View in GoHighLevel

• Creating and assigning new tasks with ease

• Using advanced filtering and sorting options to find tasks instantly

• Implementing bulk actions to save time and improve team efficiency

Ready to try GoHighLevel yourself? The link above gets you a FREE 30-day trial — double the standard 14-day trial. See why thousands of agencies run their entire business on one platform.

🚀 Start your FREE 30-day GoHighLevel trial: https://globalhighlevel.com/trial

Learn how to leverage Quick Filters on dashboards in GoHighLevel to analyze widgets without needing edit permissions. This powerful feature lets you customize your dashboard experience and protect your data integrity while giving team members the flexibility they need.

In this episode you'll learn:

• How to add and configure Quick Filters on custom widgets

• Why Quick Filters save time and reduce manual dashboard adjustments

• How user-level filtering keeps everyone's dashboard personalized

• Best practices for protecting dashboard integrity while empowering your team

Ready to try GoHighLevel yourself? The link above gets you a FREE 30-day trial — double the standard 14-day trial. See why thousands of agencies run their entire business on one platform.

🚀 Start your FREE 30-day GoHighLevel trial: https://globalhighlevel.com/trial

Discover how to streamline your agency's billing process by automating invoice generation directly within GoHighLevel's Documents & Contracts feature. This episode covers the powerful new Recurring Invoice Generation integration that eliminates manual invoicing after document signing.

In this episode you'll learn:

• How to automate invoice creation when clients sign documents in GoHighLevel

• Setting up recurring invoices directly in your document templates

• Configuring product lists and price type tags for seamless billing

• Best practices for streamlining your agency's invoicing workflow

Ready to try GoHighLevel yourself? The link above gets you a FREE 30-day trial — double the standard 14-day trial. See why thousands of agencies run their entire business on one platform.