• How to connect Instagram account with Facebook page?

    Below is the step-by-step guide to Connect Your Instagram Account to a Facebook Page. To run ads on Instagram via Ad Manager, you must connect your Instagram Business Account to your Facebook Page. Once the Instagram account is connected to Facebook page, it will automatically be selected whenever the Facebook…

  • How to Customise Prospecting Report with Report Builder

    We’re excited to introduce a major upgrade to your Prospecting Reports experience:A completely redesigned Web Report UI and a powerful Report Builder that gives you total control over how your reports look and feel. This update is all about helping customers tell their brand story, create better first impressions, and…

  • WordPress Venderflow Plugin: All you need to know

    What is the Venderflow Plugin? The Venderflow WordPress plugin is a powerful conversion tool that empowers your website to capture, engage, and convert visitors with minimal effort. It seamlessly integrates high-converting widgets such as chat widgets, forms, funnels, phone number pools, review widgets and calendars — all designed to improve your lead…

  • Unified Task Management Across Contacts and Opportunities

    This guide walks you through HighLevel’s Unified Task Management system, available across Contacts and Opportunities. It’s designed to help users create, edit, and manage tasks through a consistent, efficient interface. TABLE OF CONTENTS What is Unified Task Management? Key Benefits of Unified Task Management How to Use Unified Task Management…

  • WhatsApp 30 Days Free Subscription Trial Promotion

    Introducing a 30-Day Free WhatsApp Subscription Trial, available from June 12 to September 1, 2025. During this promotional period, you activate WhatsApp and you will receive the first 30 days of the WhatsApp subscription at no cost.  This trial is designed to give you a risk-free opportunity to explore the…

  • Managing GBP Pages: Additions, Removals, & Adjustments

    Learn how to effortlessly add or remove Google Business Profile pages and adjust GBP messaging and call tracking settings within your sub-account. This guide provides a simple step-by-step process to manage your GBP pages. Please note that the “Manage Pages” option is available only after the successful integration of GBP…

  • Facebook Lead Ad Integration & Troubleshooting Guide

    The Facebook Lead Ads integration allows you to collect leads directly from Facebook Ads and have them automatically synced with your CRM. With this integration, you can easily capture contact information from potential customers interested in your products or services on Facebook and quickly follow up with them through your CRM….

  • Calendar: Email & In-App Appointment Notifications

    TABLE OF CONTENTS Available Notification Options How to Set Up Appointment Notifications Email Appointment Notifications In-App Appointment Notifications Important Notes We’ve introduced customizable email notifications for your Calendars! You can now send tailored emails when appointments are booked, canceled, rescheduled, or need reminders or follow-ups. Notifications can be configured for…