Managing payment activity from the HighLevel mobile app is now faster and more connected to the customer or deal you are already working on. The Payments tab inside Contacts and Opportunities lets you create invoices and estimates, charge customers, manage cards on file, and review payment activity without leaving the…
Product selector styles help control how customers choose product variants, pricing options, quantities, and upsell selections on your Product Details Page. With Dropdown and Pills display options, you can create a shopping experience that matches your store design while making product choices easier to understand. This article explains how selector…
Automating marketing audit reports lets you instantly generate insights for your prospects and deliver them through personalized outreach. By using workflow automation and custom values, you can automatically include audit report links and business-specific details in your emails or SMS messages. This removes manual steps and helps you scale lead…
Custom Module Links in the App Customizer give you advanced control over who can see specific navigation links and where they appear. By combining role-based visibility with location targeting, you can create a cleaner, more relevant user experience while limiting access to sensitive resources. TABLE OF CONTENTS What is Custom…
Voice calling is easier to try because you can place outbound calls using a phone number you already own. This lets you start calling leads and customers without first setting up a new phone number inside the platform. TABLE OF CONTENTS What Is Calling With Your Existing Phone Number? Key…
*]:pointer-events-auto [content-visibility:auto] supports-[content-visibility:auto]:[contain-intrinsic-size:auto_100lvh] R6Vx5W_threadScrollVars scroll-mb-[calc(var(–scroll-root-safe-area-inset-bottom,0px)+var(–thread-response-height))] scroll-mt-[calc(var(–header-height)+min(200px,max(70px,20svh)))]” data-scroll-anchor=”false” data-testid=”conversation-turn-4″ data-turn=”assistant” data-turn-id=”request-WEB:c21e4a89-7d49-4a1e-8aa8-fe8b8d1baab1-8″ dir=”auto”> Email Sequences help you automate multi-step email follow-ups while keeping each message in a single threaded conversation. This makes it easier to send timely outreach, maintain context with recipients, and track how each step performs. Email Sequences are useful…
This guide walks you through importing your HubSpot data (contacts, deals, custom fields, and pipelines) and reviewing the import results so you can spot and fix any errors. Before you start You’ll need a HubSpot service key with read-only access. If you don’t have one yet, follow How to create…
To import your contacts, companies, deals, pipelines, and properties from HubSpot, you need a service key — a HubSpot-generated token that lets the importer read your data on your behalf. This article walks you through creating one in HubSpot and pasting it back into the Connect HubSpot panel. Before you…
The Template Library is now integrated with the Marketplace, allowing you to discover, install, and sell templates, all in one place. You can now browse, preview, purchase, and use templates or list your own to monetise, without leaving the platform. Overview The Template Marketplace Integration brings together template discovery and…
In this article, you will learn how to connect your Mercado Pago account so you can accept payments inside your CRM. To complete the setup, you will need your Mercado Pago production credentials, and you may also need to configure webhook notifications inside your Mercado Pago developer settings. TABLE OF…
