How to use Gohighlevel CRM for beginners

How to use Gohighlevel CRM for beginners

Gohighlevel CRM for Beginners

In the sprawling realm of Customer Relationship Management (CRM) tools, finding the perfect fit for your business can be overwhelming. Fortunately, the modern era brings tailored solutions, designed for specific specialities and customer journeys. At the forefront of this evolution stands Gohighlevel CRM for beginners, a revolutionary CRM that has replaced giants like Pipedrive, Hubspot, and Clickfunnels. This blog post serves as your comprehensive guide, illuminating the power and simplicity of Gohighlevel  CRM for beginners CRM specifically tailored for beginners.

1. The CRM Revolution: Finding Your Perfect Fit

Drowning in Choices: The market is saturated with CRM options, making the selection process daunting for business owners. This section explores the challenges of choosing the right CRM and highlights the emergence of specialized solutions catering to diverse business needs and customer journeys.

2. Introducing Gohighlevel CRM for beginners: The Tool of the Decade

A Paradigm Shift: Gohighlevel emerges as the game-changer, replacing traditional giants like Pipedrive, Hubspot, and Clickfunnels. This segment introduces Gohighlevel CRM for beginners as the tool of the decade, emphasizing its modern approach to consolidating effective marketing strategies under one roof.

3. Unpacking Gohighlevel: A Comprehensive Overview

A Marketer’s Best Friend: Delve deep into the heart of Gohighlevel CRM for beginners. This section provides a comprehensive overview of its features and functionalities. From automated marketing campaigns to streamlined customer interactions, beginners gain insights into how Gohighlevel CRM for beginners simplifies complex marketing tasks. Explore its intuitive interface and understand how it becomes a marketer’s ultimate companion.

4. Gohighlevel CRM for beginners: A Step-by-Step Guide

Navigating the Interface: Beginners often find themselves lost in the intricacies of a new CRM. Fear not – this segment offers a step-by-step guide tailored for novices. Learn how to set up your account, create automated campaigns, manage customer data, and analyze results. Gohighlevel CRM for beginners user-friendly interface ensures a smooth onboarding experience.

5. Embracing Simplicity: Gohighlevel User-Friendly Approach

Simplicity in Complexity: Gohighlevel CRM for beginners strength lies in its simplicity. This part explores how Gohighlevel CRM for beginners bridges the gap between complexity and user-friendliness. Beginners discover how the platform’s intuitive design and clear navigation empower them to execute advanced marketing strategies effortlessly.



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The best lead generation, customer retention, sales funnel management, lead conversions, business automation, and other high-level capabilities are all included in the premier marketing platform GoHighLevel CRM for beginners. So you’ll save time and money with this tool.

How to Use HighLevel: Tutorial for Beginners

Embarking on your CRM journey with Gohighlevel? Fear not, as this comprehensive tutorial is crafted exclusively for beginners like you. In this blog post, we will walk you through the fundamentals of using Gohighlevel, ensuring that you harness its full potential right from the start. Let’s dive into the world of Gohighlevel, demystifying its features and functionalities for beginners.

1. Introduction to Gohighlevel: A Brief Overview

Unlocking the Power of CRM: Begin your journey with an introduction to Gohighlevel. Understand the core purpose of CRM and how Gohighlevel simplifies complex marketing tasks. This section serves as your gateway to the platform, setting the stage for an enriching learning experience.

2. Creating Your Gohighlevel Account: A Seamless Onboarding Process

Getting Started: Navigating any new platform starts with account creation. Learn how to sign up for Gohighlevel, ensuring a smooth onboarding experience. We guide you through the registration process, ensuring that you’re ready to explore the platform’s features.

3. Understanding the Dashboard: Your Command Center

Navigating the Interface: The dashboard is your central hub within Gohighlevel. Discover its layout, understanding each element and its significance. From campaign management to customer data, grasp the dashboard’s functionalities, ensuring you’re in control of your CRM operations.

4. Creating Your First Campaign: Step-by-Step Guide

Automating Your Marketing: Campaign creation is a fundamental aspect of Gohighlevel CRM for beginners. This section provides a detailed, step-by-step guide on creating your first automated marketing campaign. From setting triggers to designing engaging content, learn how to launch effective marketing initiatives effortlessly.

5. Managing Customer Interactions: CRM Essentials

Building Customer Relationships: Effective CRM involves managing customer interactions seamlessly. Dive into Gohighlevel CRM for beginners tools, understanding how to add and manage customer data. Learn to categorize leads, track interactions, and nurture relationships, ensuring a personalized customer experience.

6. Analyzing Campaign Performance: Harnessing Data for Growth

Data-Driven Insights: Gohighlevel CRM for beginners empowers you with robust analytics. Explore this section to understand how to analyze campaign performance. From click-through rates to conversion metrics, grasp the art of harnessing data for informed decision-making and campaign optimization.

7. Troubleshooting and Support: Your Safety Net

Addressing Challenges: Every beginner encounters hurdles. Learn where to find support within Gohighlevel CRM for beginners. Understand how to troubleshoot common issues, ensuring that you can navigate challenges with confidence.




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Since there are so many, a brief tutorial like this one cannot possibly cover all of HighLevel’s features. Because of this, we’ll highlight a few features from the extensive HighLevel collection and guide you through how to set them up, customise them, and utilise them.

The following are the ones we selected:

  • Twilio

  • Mailgun

  • Campaigns

  • Pipelines

  • DropInBlog


Using the third-party application Twilio, you may use your HighLevel account to make phone calls, send text messages, and voicemail drops.

Given that Twilio is used by so many businesses, there’s a good possibility you’ve already unwittingly received a message from a company that makes use of Twilio for its marketing messaging system.

Signing Up

To enjoy the benefits of this marketing app in HighLevel, as you might expect, you need a Twilio account.

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Twilio enables you to get started for free without requesting your credit card information if you don’t already have one. Simply visit its official website, sign up for a free trial, and adhere to the on-screen instructions to create a new account.

Alternately, you may do it through the HighLevel admin dashboard by setting up a Twilio account.

From HighLevel, click Settings, then look for and choose Twilio to create an account. Choosing this will take you to a new page where you’ll see the following:


We’ll get back to the Account SID (security identifier) very soon. For now, let’s focus on getting you a new Twilio account.



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HighLevel will ask you whether you have an account if you select the blue “Show Instructions” option (you can see it in the image above). If you can sign in straight from the admin panel, the response is yes. In this instance, we’ll select “Sign up for Twilio” instead.

The “Sign up for Twilio” button causes your browser to open a new tab and directs you to the Twilio website. Here, you must adhere to the instructions and carry out the standard procedures to set up a new account.

Return to HighLevel after creating your Twilio account to verify that you signed up and received an email from Twilio with a verification link.

You can login in to your Twilio account when you confirm (by checking the two boxes you can see in the image above).



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The last step involves copying and pasting your Account SID and Auth Token from your Twilio admin panel into your HighLevel account. You’ve now successfully linked your Twilio account to your HighLevel account, and you’re done.

Twilio Sub-Accounts

It’s quite fantastic that HighLevel provides you 100 initial free Twilio credits when you connect Twilio with it.

Additionally, it enables you to automatically create a Twilio sub-account for each new customer if you run a digital marketing firm or perform digital marketing for other companies.



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If you subsequently rebill your customers for their usage of Twilio, which is a great way to create one more cash stream to your company, the automated establishment of sub-accounts makes a lot of sense.

Additionally, you may earn money while paying your own expenditures by rebilling your customers for Twilio. You are not needed to rebill Twilio or set up Twilio sub-accounts for your customers because that service is optional.

The Twilio sub-accounts you created in HighLevel can be synced with your Twilio account, which is another thing you should be aware of. This enables you to view the same data across both applications.

You can import Twilio numbers into HighLevel, add (purchase) Twilio numbers for your clients straight from your HighLevel account, rebill customers who already have Twilio accounts for their use of Twilio on HighLevel, and more with HighLevel.

Although these subjects are also fascinating, we’ll focus to the most important ones for setting up HighLevel in this section.

Before moving on to the following subject, a warning. Remember that if Twilio is in trial mode, you cannot utilise Twilio on HighLevel. You must leave your credit card details and add credits to your sub-accounts in order to level up and exit the trial mode.



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On the HighLevel website, Mailgun is another significant technology that is promoted in addition to Twilio. It’s one of the few carefully chosen elements that we choose to study here as a result.

Some of the most well-known businesses, like Microsoft and Dell, use Mailgun, a third-party email delivery platform. Mailgun handles your emails the same way Twilio handles your voicemail, calls, and text messages.

Mailgun connectivity is built into HighLevel out of the box. From your HighLevel settings, you may access Mailgun on HighLevel and customise it as follows:

Free Sign Up

However, like Twilio, in order to use Mailgun in HighLevel, you need to sign up for a Mailgun account first.



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The good news is that you can start using this email delivery service for nothing. You simply need to enter a few details, such as your credit card number, and you’ll be ready to start configuring things after getting a verification email.

For the first three months of your membership, Mailgun is free to use for up to 5,000 emails every month. You must upgrade to a premium Mailgun account if you use more than this amount or your company requires more.

There is a catch to using Mailgun with HighLevel’s free version: as of 2020, the free account may only be used to send emails; receiving emails is not permitted. You also need a premium Mailgun account to enable this feature.


A subdomain of your primary domain is another need before you can begin sending emails using Mailgun. When is the domain, an example of a subdomain would be

One subdomain should be used by agencies for all of their customer sub-accounts, according to HighLevel. The convenience of only having to set up the system once and having it function for all subsequent clients is the justification for doing this.



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That said, no one will prevent you from setting up a subdomain for each of your client sub-accounts as well if that’s something you really need.

DNS Records

In the Mailgun admin dashboard, you may create a subdomain. A few DNS entries (TXT, MX, and CNAME) are automatically produced when you create it.

To add the freshly produced DNS records from Mailgun, go to your DNS provider account (GoDaddy, HostGator, Namecheap, SiteGround, or whichever service you used to acquire your custom domain) and log in.

You connect your Mailgun subdomain with your main domain by adding the DNS records to your main domain, which is why you do this.

Usually, you choose the domain you want to connect with the Mailgun subdomain in your DNS provider admin dashboard. You then select the “Manage DNS” option (or something along those lines) for that specific domain and update the DNS settings with the DNS records from Mailgun.

Final Steps

After completing all of this, you must validate your DNS settings, which might take up to one or two days.

the private API key and the Mailgun subdomain you previously established should be copied and pasted into your HighLevel account. Next, go to Mailgun, choose API keys.

The next step is to click “SMTP Service” in your HighLevel settings (it’s adjacent to Mailgun), then “Add Service” and enter your Mailgun-provided SMTP credentials (hostname, port numbers, user name, etc.).

This data is available in your Mailgun account under the HighLevel subdomain that you utilise.



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So, there you have it – another key and awesome tool that HighLevel allows you to use to advance your business and take it to the next level.


There is a lot that can be written about this crucial subject. But here, we’ll merely cover the most fundamental elements of campaign creation.

In essence, campaigns are automations. HighLevel gives you the option to automate actions like sending emails and text messages. With the help of campaigns, you may control when and how certain things happen, as well as the chronological sequence in which they take place.

Let’s see how this appears in real life.

Campaigns are included under Marketing in HighLevel. The first step in launching a new campaign is to give it a name that accurately describes it.

The next steps boil down to adding events and actions like sending an automated SMS at an appointed time or when some external trigger (for instance, a new signup) prompts a response (a welcome message).

HighLevel lets you choose from various event options:
  • SMS

  • Call

  • Voicemail

  • Email

  • Messenger

  • Wait (the time between two scheduled events)

  • Manual SMS

  • Manual Call

  • Webhook (sends data like contact and appointment information from HighLevel to other apps)

  • Add Task (for instance, add a next step action for a contact based on whether they convert or not)



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In addition to just adding events and actions, you need to set up the time when an action takes place, like in the image below:


So, for example, if we’re talking about a webinar, you may schedule a call as soon as a user registers for the webinar, an SMS (as a reminder) a short while before the webinar begins, and an email a short while after the webinar concludes. You just need to configure this automation once, then let HighLevel handle the rest.


A sales funnel and a pipeline are practically the same. It includes each stage of the sales process where a contact transitions from a prospect to a customer.

You must choose Settings, Pipelines, and Create new pipeline choices in HighLevel in order to add a new pipeline. Giving your pipeline a descriptive and distinctive name up front can help you remember what it is for months after you initially establish it.



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The pipeline’s phases must then be established, along with stage names.

The stage’s name provides the response to the question, “What is the purpose of this specific stage, and how does it contribute to the overarching mission of the pipeline?” It is imperative that this be done correctly. There are several stages in the lead’s journey towards conversion.

Given the significance of each step in the sales process, you should give equal consideration to how you set and label them.

If you want to build as many phases as you like, as long as they are manageable and make sense, you may. In other words, there isn’t a magic number; everything relies on the particular sector, type of firm, and other factors.

With HighLevel, you may build as many pipelines as you need and modify them as necessary in the future.


You may have noticed that we frequently mentioned third-party programmes that easily connect with HighLevel when we discussed it.

HighLevel’s ability to link to other strong services and capabilities is really one of its strengths. Using a range of products from one location, your HighLevel account, is a very practical approach to manage your business.



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In keeping with this, HighLevel enables you to add features that are utterly absent from its default toolkit, like a blog. For any modern firm, content marketing and a blog are a no-brainer. It would be difficult to discover a business that a thoughtful blog couldn’t help.

The world of content marketing is accessible to you while blogging from your HighLevel account thanks to DropInBlog. The same as Twilio and Mailgun, DropInBlog accounts are free to create and are necessary for blogging.

The capability of HighLevel that enables you to develop websites and funnels is the best approach to integrate DropInBlog with your HighLevel account.

There are various simple stages involved in the setup procedure. The following are the crucial steps:

Choose “Websites” from your HighLevel account. Make a new page and give it a suitable name (like “blog” or something similar).

  • Add a special piece of code.
  • Add a few lines of code to your blog page’s custom code area by copying and pasting them from your DropInBlog account.
  • You can now take your blogging show on the road by copying and saving the URL of your HighLevel blog page into your DropInBlog account.
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