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How to use gohighlevel in 2023
webbuilder September 25, 2023 0 Comments

Beginner-Friendly Guide: How To Use GoHighLevel In Easy Steps In 2023?

Have you ever wondered why your sales and marketing operations are so cluttered that you can’t even analyze the optimum ROI? The main reason for this clutter can be the lack of a platform to conduct major sales and marketing operations such as CRM, lead generation, email marketing, landing pages, and sales automation. We would say your business lacks this robust platform, GoHighLevel. Learning how to use GoHighLevel is a favor you can do to succeed in business.


GoHighLevel is an all-in-one marketing and sales platform designed to help businesses with the tools they need to automate their marketing efforts, engage customers, and drive growth. 


This article is for you if you are new to GohighLevel or need to refresh your basics. It will tell you how to use this platform until you create your first campaign efficiently. It will also explain why one should use it for their business. So, let’s get started!

What Is GoHighLevel? What Does It Offer?

As mentioned, GoHighLevel is a mighty all-inclusive marketing and business automation platform developed to simplify and optimize your business functions. It is an encyclopedic toolkit that enables businesses to improve their marketing activities, facilitate customer engagement, and automate repetitive tasks. It provides a centralized hub where companies can manage marketing from a user-friendly dashboard. 

Prerequisites for How To Use GoHighLevel in 2023


How To Use GoHighLevel: The Steps

Here’s a step-by-step guide on how to use GoHighLevel:

Step 1: Creating a GoHighLevel Account

Visit the GoHighLevel Website:

  • Begin by opening your web browser and navigating to the official GoHighLevel website.
  • Click on “14 Day Free Trial”:
  • On the GoHighLevel homepage, locate and click the “14-Day Free Trial” button to initiate the registration process.

Fill Out the Registration Form:

  • You’ll be directed to a registration form labeled “Start Your 14-Day Free Trial Today!” Here, you’ll provide essential details to create your GoHighLevel account.
  • The form has two steps.

1: Tell Us About Your Agency

  • Enter your Company Name.
  • Provide your Full Name.
  • Input your Email Address.
  • Include your Phone Number.
  • Proceed to #2:
  • After completing the #1 details, click the “Go To Step #2” button to proceed with the registration process.

2: Choose Your Plan:

  • Select the subscription plan that aligns with your business needs in this step. GoHighLevel typically offers various plans with different features and pricing. Choose the one that suits you best.
  • You must provide the necessary information. This may include credit card details or other payment methods.
  • Once you’ve chosen your plan and provided payment information (if applicable), click the “Start Your Trial” button to complete the registration process.

Read and Accept Terms of Service:

Your Account Is Created:

  • Congratulations! Your GoHighLevel account is now successfully created. You can start exploring and utilizing the platform’s features to enhance your marketing and automation efforts.

Step 2: Set Up Your Profile

To establish your profile within GoHighLevel, adhere to these simple steps:

Access Your Profile: 

  • Start by clicking on the “Profile” icon in the top left corner of the GoHighLevel dashboard. Your name or initials typically represent this icon.

Input Your Details:

Within the profile section, you’ll find fields to enter essential information about your business. Provide the following details:

  • Company Name: Enter the full name of your company or agency.
  • Website Address: Input your website’s URL (if applicable).
  • Phone Number: Include your contact phone number.
  • Address: Provide your business address, ensuring accuracy.
  • Upload a Profile Picture or Company Logo: To personalize your profile, you can upload either a profile picture (for individuals) or a company logo (for businesses). Choose an image that represents you or your brand effectively.

Save Your Changes: 

Once you’ve filled in the necessary details and added a profile picture or logo, click on the “Save” button to save your profile settings.

Step 3: Navigate The GoHighLevel Dashboard

Once you’ve set up your profile, it’s time to explore the GoHighLevel dashboard, where you’ll manage and oversee various aspects of your marketing and automation efforts. Here’s an overview of key sections and features within the GoHighLevel dashboard:

Agency Dashboard

The Agency Dashboard is the main hub for your GoHighLevel account. It provides a high-level overview of your key metrics, such as new customers, monthly recurring revenue, and customers in Stripe. You can also use the Agency Dashboard to access your most important features, such as campaigns, contacts, and the pipeline.

SaaS Configurator

The SaaS Configurator allows you to set up and manage your SaaS products. You can create new products, define pricing plans, and set up payment processing. You can also use the SaaS Configurator to manage your customers and subscriptions.


The Prospecting section of the GoHighLevel dashboard provides you with various tools to help you find and generate leads. You can use the Prospecting section to create landing pages, opt-in forms, and email campaigns. You can also use the Prospecting section to integrate with third-party lead generation tools.


Subaccounts allow you to create and manage separate accounts for your clients. This is useful if you are a marketing agency or SaaS provider. You can use Sub-Accounts to give your clients access to specific features of GoHighLevel, such as campaigns, contacts, and the pipeline.

Account Snapshots

Account Snapshots provide a snapshot of your key metrics for a specific time. You can create Account Snapshots for any time, such as a day, a week, or a month. Account Snapshots can help track your progress and identify areas to improve.

Agency Dashboard Refresh

The Agency Dashboard Refresh feature allows you to refresh your Agency Dashboard data anytime. This can be useful if you are experiencing any issues with your data.

Revenue Last Month

The Revenue Last Month metric shows how much revenue you generated in the previous month. This metric includes all revenue from sales, subscriptions, and affiliates.

A Reselling

A Reselling feature allows you to resell GoHighLevel to your clients. This can be a great way to generate additional revenue and build your marketing agency.


You can buy and sell GoHighLevel templates, plugins, and other resources in the Marketplace. The Marketplace is a great way to get started with GoHighLevel quickly and to find additional resources to help you grow your business.

Affiliate Portal

The Affiliate Portal allows you to create and manage your affiliate program. You can use the Affiliate Portal to recruit affiliates, track their performance, and pay them their commissions.


The Partners section of the GoHighLevel dashboard allows you to connect with other GoHighLevel users. You can use the Partners section to find new clients, partners, and team members.


The University is GoHighLevel’s knowledge base. It provides you with access to various resources, such as tutorials, articles, and videos. The University is a great place to learn about GoHighLevel and how to use it to grow your business.

SaaS Education

SaaS Education is a collection of resources designed to help you learn more about SaaS and how to start and grow your own SaaS business. SaaS Education includes tutorials, articles, and videos.

SaaS FastTrack

SaaS FastTrack is a program designed to help you launch your own SaaS business in 90 days or less. SaaS FastTrack includes a variety of resources, such as a step-by-step guide, training videos, and access to a community of SaaS experts.


The Ideas section of the GoHighLevel dashboard allows you to submit feedback and suggestions. GoHighLevel uses this feedback to improve the platform and add new features.

Revenue Distribution

The Revenue Distribution section of the GoHighLevel dashboard shows you how your revenue is distributed across different product categories. This metric can help identify your most profitable products and services.

No Data To Display

If you see the message “No data to display” in any of the GoHighLevel dashboard sections, you have not yet generated any data for that metric. To generate data, start using the features and functionality of GoHighLevel.


The Settings section of the GoHighLevel dashboard allows you to manage your account settings, team members, and billing information. You can also use the Settings section to integrate GoHighLevel with third-party tools and services.

New Customers this Month

The New Customers this Month metric shows how many new customers you acquired in the previous month.

Monthly Recurring Revenue

The Monthly Recurring Revenue (MRR) metric shows you how much recurring revenue you generated in the previous month.

Creating Your First Campaign

Launching your first campaign in GoHighLevel is an exciting step towards supercharging your marketing efforts. Here’s a step-by-step guide on how to create your inaugural campaign:

Choosing A Campaign Template:

  • GoHighLevel offers a variety of campaign templates that you can use to get started quickly. Click the Campaigns tab in the main menu to choose a campaign template. Then, click on the Create Campaign button.
  • On the next screen, you will see a list of campaign templates. Choose a campaign template that matches your goals. For example, if you want to create a campaign to collect leads, you would choose the Lead Generation template.

Configuring Your Campaign Settings:

Once you have chosen a campaign template, you must configure your campaign settings. This includes the campaign name, budget, and start and end dates. You can also configure the following locations:

  • Lead qualification: GoHighLevel allows you to qualify leads based on their behavior and demographics. This can help you focus on the leads most likely to convert into customers.
  • Notifications: GoHighLevel can send you messages when leads take certain actions, such as opening an email or clicking on a link. This can help you stay on top of your leads and follow up promptly.
  • Reporting: GoHighLevel provides you with detailed reports on your campaign performance. This can help you to track your progress and identify areas where you can improve.

Adding Leads To Your Campaign:

  • Once you have configured your campaign settings, you must add leads to your campaign. You can add leads manually or import them from a CSV file.
  • To manually add leads, click the Leads tab in the main menu. Then, click on the Add Lead button.
  • To import leads from a CSV file, click the Import Leads button. Then, select the CSV file that contains your leads.

Setting Up Triggers And Automation:

  • GoHighLevel allows you to set up triggers and automation to automate your marketing and sales processes. For example, you could set up a trigger that sends an email to leads when they visit your website. Or, you could set up an automation that follows up with leads who have yet to open your emails.
  • To set up a trigger, click the Triggers tab in the main menu. Then, click on the Create Trigger button.
  • To set up an automation, click the Automation tab in the main menu. Then, click on the Create Automation button.
  • Creating your first campaign in GoHighLevel is easy. By following these steps, you can create a campaign that will help you to generate leads and sales.


GoHighLevel is a powerful and versatile platform that can help businesses of all sizes to improve their marketing and sales results. Following the steps in this guide, you can learn how to create and manage campaigns, automate your marketing and sales processes, and track your results. If you are looking for a marketing and sales platform that can help you grow your business, then GoHighLevel is worth considering.

Triotech Systems can help you get started with GoHighLevel, set up your campaigns, and automate your marketing and sales processes. We can also provide you with ongoing support and training. If you want to learn more about how Triotech Systems can help you with GoHighLevel, please contact us today.


GoHighLevel is designed to be beginner-friendly, with an intuitive interface that users with varying levels of experience can easily navigate. It offers resources and support to help beginners get started while providing advanced features for experienced marketers.

GoHighLevel can benefit your business by simplifying marketing processes, automating repetitive tasks, improving customer relationship management, and enhancing the effectiveness of your marketing campaigns. It can help you save time, increase efficiency, and grow your revenue.

Yes, GoHighLevel offers training resources, including tutorials and webinars, to help users learn how to use the platform effectively. They also provide customer support to assist with any questions or issues users may encounter.

GoHighLevel caters to businesses of all sizes. Whether you are a small business looking to expand your reach or a larger enterprise seeking to streamline your marketing efforts, GoHighLevel offers scalability to accommodate your needs and goals.

Yes, GoHighLevel offers a range of integrations with popular third-party software and tools. This allows you to connect your existing systems seamlessly and leverage the power of GoHighLevel alongside your preferred solutions, ensuring a smooth workflow and data synchronization.

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