HighLevel

Funnels

Landing pages and multi-step funnels. Design principles apply to both desktop and mobile.

Desktop View

• Consistency
• Repetition
• Alignment
• Proximity

Mobile View

• Click to Call buttons are essential
• Test everything on actual devices

Forms

• Style them to match your brand
• Mark required fields clearly
• For vibe-coded sites built outside HighLevel, you can embed a HighLevel form directly or use a Private Integration Token (PIT) to build native-looking forms that submit to HighLevel via API. The PIT approach looks cleaner but requires an extra step to trigger automations — see the agency guide to vibe coding client sites for the full walkthrough and gotchas

Quizzes

• AI Powered Quizzes now available
• Great for lead qualification

Workflows

The automation engine. Build sequences triggered by form submissions, tag changes, appointments, and more. Connect to external tools via webhooks and APIs:

• ClickUp integration — Auto-create client onboarding checklists on purchase
• Google Sheets integration — Log events to spreadsheets for tracking

The webhook action is your universal exit point—any Zapier-connected app becomes reachable.

• Allow Reentry setting determines if contacts can go through the same workflow multiple times

Communities

Built-in community feature. Alternative to Skool or Facebook Groups if you want everything in one platform.

Running a Facebook Group instead? Group Vortex can scrape member emails and sync them directly into HighLevel—so new members automatically become contacts, enter workflows, and get your welcome sequence.

Calendars

• Duration settings for different appointment types
• Round Robin distribution across team members
• Sync with Gmail to avoid double-booking

Documents and Contracts

Send proposals, contracts, and documents for e-signature without needing a separate tool. Template a contract once with custom values, then automate the entire flow — send, track views, collect signatures, take payment, and trigger onboarding without leaving HighLevel. Replaces PandaDoc and DocuSign for most agency use cases.

Phone Numbers

• A2P Registration required for SMS compliance
• Get this set up early to avoid delivery issues
• Call scripts let your team pull up guided talking points mid-call — great for training new reps or running multi-campaign teams

Custom Fields vs Custom Values

Custom fields live on the contact record — data that varies per person. Custom values live on the sub-account — data that varies per business. They're easy to confuse because they sit next to each other in settings. See Custom Fields vs Custom Values: The Full Breakdown for when to use each one, plus a trick for generating unique support ticket numbers.

Important for integrations: When using webhooks, custom fields appear in the data payload. If you need Business Name in Google Sheets or ClickUp, capture it as a contact field—not just a linked Company object.

Mobile App (Lead Connector)

Take your CRM on the go. The Lead Connector app gives you contacts, conversations, calendars, and pipelines from your phone. Answer inbound calls directly in the app so you never miss a lead. Agencies on the Pro plan can white-label the app with their own logo, colors, and branding.

Voice AI

HighLevel's AI-powered phone answering.

• When does it pick up? Configure ring time before AI answers.
• What voice should I use? Test different voices with your audience.
• Want more power? Assistable adds no-code voice AI with white-label rebilling, custom knowledge bases, and outbound calling — the number one app in the GHL Marketplace.
• Need prompts fast? Prompt on Demand generates ready-to-use voice AI, conversational AI, and reputation management prompts from your business data in about three minutes.

Trigger Links

Clickable links that fire workflow triggers — the bridge between humans and automation. Wrap external links (PayPal, Zoom, Google Reviews) in trigger links to get visibility into what people click, then automate what happens next.

The Community

One of HighLevel's biggest strengths is its community. Thousands of agency owners, SaaS builders, and coaches share knowledge daily. To understand who's who in this space—the founders, top affiliates, coaches, and community leaders—check out the complete guide to 50+ key people in the ecosystem.

Getting Help

When something breaks or you're stuck, MyTechSupport.com connects you with vetted specialists who know HighLevel inside and out. Post a bounty for one-time fixes or hire for ongoing support—you only pay when the problem is solved.

Need HighLevel help? Create a ticket today →

Become a Specialist

Do you know HighLevel inside and out? Get Certified Admin status to prove it — the program covers every feature in the agency back end and sub-accounts with quizzes and a final exam. MyTechSupport.com is also recruiting HighLevel specialists—workflow builders, integration experts, and troubleshooters.

Make money solving problems. Apply to become a specialist →

Training Videos

Deep dives into specific HighLevel features, straight from The Marketing Show.

• Custom Fields vs Custom Values — What's the difference, when to use each, and a support ticket number trick
• Call Scripts — Build guided scripts your team can reference during live calls

Add-Ons

Extend functionality with tools like Super Editor, CloseBot, and Assistable. For deeper extensions—onboarding systems, project management, custom values automation, and white-label support—GHL Plugins offers 18 plugins that look native inside HighLevel.