Contacts & CRM · help center

Contacts & CRM

Organize contacts, groups, labels, lead status, and CRM handoffs.

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4 focused guides · step-by-step

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Capture the signalPractical operator guidance

Move the deal forwardPractical operator guidance

Know when a human decidesPractical operator guidance

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Guides in this category

Choose the next action you need help with.

Use the Contact Workspace

Review a contact’s details, conversations, tasks, status, and next action in one place.

Create and Use Contact Groups

Build reusable audiences for campaigns, follow-up, and team organization.

Manage Qualified, Unqualified, and Suppressed Leads

Understand lead work queues and move people according to their real status.

Create and Manage Labels

Use a small, consistent label system to organize contacts and inbox work.

Other help categories

The answer may live in a neighboring part of the system.

Help category

Getting Started

Set up your account, provision phone numbers, and make your first call.

Help category

Integrations

Connect GoHighLevel, sync contacts, and configure pipeline automation.

Help category

AI Agent Configuration

Tune personality, qualification criteria, language, and call behavior.

Help category

Campaigns

Create outbound campaigns, schedule calls, and monitor results.

Help category

Billing & Wallet

Manage your wallet, purchase minutes, set up auto-recharge, and understand billing.

Help category

Calls & Dialer

Review calls, use the browser dialer, route calls, and coach your team.

Help category

Messages

Work the shared inbox, use replies and templates, and connect channels.

Help category

Pipeline & Automation

Manage stages, tasks, approvals, lifecycle rules, and Autopilot.

Help category

Properties & Underwriting

Evaluate opportunities, build offers, and move properties toward closing.

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Analytics & Reports

Read performance, attribution, team, value, and underwriting reports.

Help category

Website Builder

Build, edit, preview, publish, and connect your business website.

Help category

Contracts & GetsYou Sign

Set up reusable documents, send signature requests, and track completion.

Help category

Calling & Texting Compliance

Understand calling hours, do-not-call controls, consent, and safety limits.

Help category

Account, Team & Security

Manage your profile, teammates, permissions, alerts, security, and developer access.

Help category

Industry Workspaces

Use the specialized workspaces available for your business model.

Help category

Partners & Affiliates

Create and support client accounts, manage partner billing, and track referrals.

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