Discover the intricacies of refining opportunities with our in-depth guide, unraveling the step-by-step journey of editing, and empowering you to optimize your sales workflow seamlessly. Step 1: Accessing the Opportunities Section Step 2: Locating the Opportunity to Edit Step 3: Opening the Opportunity Details Page Step 4: Adding Notes and Attachments Step 5: Setting Tasks […]
Pipelines are pivotal in automating and refining business workflows. Whether you’re overseeing lead management, nurturing prospects, or sealing deals, leveraging pipelines can vastly boost your productivity and impact. Dive into our detailed tutorial where we’ll guide you through the step-by-step process of crafting effective pipelines. Step 1: Accessing the Pipelines Section Step 2: Creating a […]
Pipelines serve as indispensable tools, streamlining and automating diverse processes within your business workflows. They empower you to craft organized sequences of actions, directing leads or customers through predetermined stages, fostering effective communication and maintaining engagement consistency. Pipelines can be accessed through: Sub account > Opportunities > Pipelines Pipeline Stages Pipelines consist of stages, each […]
Opportunities signify potential sales or deals progressing through different stages within the sales pipeline. They encapsulate leads or prospects demonstrating interest in products or services, poised for conversion into valuable paying customers. Pipeline Integration Stage Progression Opportunity Status Data Management
Sales velocity refers to the rate at which opportunities progress from being identified to achieving the “Won” status and generating revenue. Note: Sales velocity is calculated by dividing the total sales value in USD by the average sales cycle duration in months. The components of the calculation are as follows: Total Sales Value: The sum […]
When setting up campaigns, triggers, settings, forms, and other elements within an account, if you intend to use that account as a blueprint for creating accounts for different clients, you can employ a feature called “snapshot.” This feature enables you to replicate all the components from the initial client’s account and import them into the […]
Navigate to the Automation tab, select Workflow, and then click the option to create a new Workflow. Within the Workflow dashboard, opt for starting a new Workflow from Scratch. Click Add New Workflow Trigger Scroll down until you see Shopify, and add the three tabs under Shopify. After adding the desired components, proceed to click […]
Go High Level and ClickFunnels are both popular platforms for building and managing online marketing campaigns. Go High Level is a comprehensive platform that offers a range of features, including lead generation, appointment scheduling, and customer relationship management. ClickFunnels, on the other hand, is focused on creating high-converting sales funnels and landing pages. Both platforms […]
I caught up with the one and only Shaun Clark of HighLevel (GoHighLevel) to talk through his experience with this years Summit called LevelUp summit, which was held in Dallas, Texas in October. He shares some inside information into the team, what’s around the corner for Q1 next year and of course some of the […]
What is GoHighLevel? Gohighlevel promises to be the perfect solution for small business owners, agency owners and even anyone really looking to start a marketing agency from home, and entrepreneurs who want an all-in-one sales, SMMA and marketing automation platform. In this review, weβll take a look at how Gohighlevel can help you grow your […]
I’ve been waiting a long time for this one. Finally the GoHighLevel team announced their reporting and analytics for subaccounts. Next time you navigate to your agency dashboard, click sub-accounts and you’ll see a lovely list of sub-accounts along with all their metrics. Its looks obvious to me that they only starting ingesting the data […]
Discover the intricacies of refining opportunities with our in-depth guide, unraveling the step-by-step journey of editing, and empowering you to optimize your sales workflow seamlessly. Step 1: Accessing the Opportunities Section Step 2: Locating the Opportunity to Edit Step 3: Opening the Opportunity Details Page Step 4: Adding Notes and Attachments Step 5: Setting Tasks […]
