HighLevel Conversations Tab: Manage Clients Easily
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The conversations tab inside HighLevel is where I work every single day. In this video I walk you through everything it can do so you can manage your clients without feeling overwhelmed.
I show you how to read a full conversation thread with a contact, including every email, text message, and phone call in one place. You will see how tags help you segment your list and trigger automations, like adding a cancel tag the moment someone wants to leave.
I also cover templates for email and text messages inside the conversations tab, so you stop typing the same message over and over. You will learn about trigger links, which let you track clicks and start new automations from inside an email or text message.
Then I show you the contact profile in more detail. This includes tasks you can assign to your team, notes you can leave for context, appointments you can book manually, and documents your contacts have uploaded. I also cover smart lists, which let you build a very specific list of contacts based on tags, activity, or other criteria.
By the end of this video you will understand why the conversations tab is the most important part of running your HighLevel account every day. It helps you stay on top of every client conversation and every automation running in the background.
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Bridget Bartlett, Owner and Coach | My Vision Agency | My Vision Assistant
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Disclaimer: The information provided on this channel is for educational purposes only. We make no guarantees about your ability to get results or earn any money with our ideas, information, tools, or strategies. Your results are dependent on your own effort, knowledge, and skills. All business entails risk as well as massive and consistent effort and action.
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