How to Use HighLevel Functionality in GoHighLevel (GHL)

Are you wasting time clicking through endless menus and manually sending follow-ups? Now wondering if there’s a better way?

Most High Level users only scratch the surface of what’s possible, leaving powerful profit-boosting features untouched. Those who master these advanced capabilities see client retention rates double and service delivery time cut in half.

Book Your Free Consultation

Use HighLevel Functionality in GoHighLevel (GHL) Step-by-Step

Let me show you how to unlock HighLevel’s true power with advanced features that will transform your workflow. In this guide, I’ll walk you through the steps I used to cut my workload in half while delivering better client results.

Step 1: Accessing Advanced Features in HighLevel

Before diving into HighLevel Functionality in GoHighLevel, you need to know where to find these powerful tools.

Log into Your HighLevel Dashboard
Click on the main menu in the top left corner
Look for the “Advanced” or “Tools” sections
Browse through the available high-level features
Select the functionality you want to explore

Tip: Start with one advanced feature at a time rather than trying to implement everything at once!

Step 2: Setting Up Automated Workflows

Method 1: Creating Custom Workflows

HighLevel’s workflow builder allows you to create powerful automation without coding knowledge.

Navigate to “Workflows” in your dashboard
Click “Create New Workflow”
Name your workflow something descriptive
Choose a trigger event (form submission, appointment booking, etc.)
Add actions that will happen automatically (send email, SMS, create task, etc.)
Set conditions to make your workflow smarter
Test your workflow before activating it
Turn on the workflow when ready

Pro Tip: Start with simple workflows and gradually add complexity as you become more comfortable!

Method 2: Leveraging Pre-Built Workflow Templates

Save time by using HighLevel’s ready-made automation templates.

Go to the “Workflows” section
Click on “Templates” or “Browse Templates”
Browse categories to find relevant templates
Select a template that matches your needs
Customize the template to fit your specific requirements
Test thoroughly before implementing
Activate when you’re satisfied with the results

Trick: Duplicate successful workflows and modify them slightly for different purposes instead of starting from scratch!

Method 3: Setting Up Multi-Channel Follow-up Sequences

Create powerful nurture sequences that work across multiple channels.

Navigate to “Campaigns” or “Sequences”
Create a new campaign
Set up your audience targeting
Add multiple touchpoints (email, SMS, voice)
Include conditional logic to personalize the journey
Test the sequence with sample contacts
Launch when everything looks good

Example: Set up a 7-day follow-up sequence that alternates between email and SMS, with different messages based on whether prospects opened previous communications.

Step 3: Integrating Third-Party Tools

HighLevel gets even more powerful when connected to your other business tools.

Go to “Settings” or “Integrations”

Go to “Settings” or “Integrations”
Browse available integration options ,
Select the service you want to connect,
Follow the authentication steps,
Configure how data should flow between systems,
Test the integration with sample data, Monitor for any issues after activation

Common integrations include payment processors, CRMs, email marketing platforms, and calendar tools.

Step 4: Tracking and Optimizing Your Advanced Features

Monitor Performance

Navigate to “Analytics” or “Reports”
Look for metrics related to your high-level features,
Track key performance indicators (conversion rates, response times, etc.),
Set up regular review periods to analyze results

Make Data-Driven Improvements

Identify workflows or features that aren’t performing well. Make one change at a time to isolate variables. A/B test different approaches when possible. Review analytics after each change.

Document what works for future reference.

Related guide: Gradient Buttons in GHL

Step 5: Scaling Your High-Level Functionality

Once you’ve mastered basic and advanced features, consider these scaling strategies:

Implement user role management for team access. Create playbooks to standardize processes. Build dashboard views for quick monitoring. Set up regular automated reports. Consider white-labeling options for client access

Bonus: 30-Day Free Trial & Free Consultation!

Want to implement advanced HighLevel features without the learning curve? We’re offering a 30-day free trial and a free consultation to help you set up powerful automations!

Click below to get started! Claim Your Free Trial & Consultation Now!

Claim Your 30 Day Free Trial