User Roles, Permissions and Assigned data : Subaccount
This article will show you how to manage user roles and permissions at the sub-account level in HighLevel. You’ll learn how to control what your users can access, assign custom visibility rules, and configure powerful granular permissions for modules like Voice AI, Calendars, and Workflows. TABLE OF CONTENTS What are User Roles and Permissions? Key Benefits of Sub-account Roles & Permissions How to Set Up Sub-Account Roles & Permissions Restrict Visibility with “Only Assigned Data” Assigning Roles & Permissions Copy Permissions Between Users Module-Specific Granular Permissions Frequently Asked Questions Related Articles What are User Roles and Permissions? Sub-account user roles
Select SMS To and From Numbers
Overview: In this article, we will discuss how to select the phone number for sending SMS messages in the Conversations module. This feature gives you flexibility to choose the right number for each message, making your communications more relevant and efficient. Covered in This Article How to select a phone number for sending SMS Role level access to phone numbers How to select a phone number for sending SMS 1. Navigate to the Conversations module and open the message composer. Click on the SMS tab to start composing your message. 2. Locate the From number dropdown and click the dropdown to view available phone
Adding Multiple Phone Numbers for a Contact
Need to store more than one phone number for a contact? HighLevel makes it easy to manage multiple contact numbers from mobile to work, home, and more. You can also set a primary number and assign labels for better organization. TABLE OF CONTENTS What is the Multiple Phone Numbers Feature? Key Benefits of Managing Multiple Phone Numbers Managing Multiple Phone Numbers Editing or Removing Phone Numbers Use Cases for Multiple Phone Numbers Frequently Asked Questions Related Articles What is the Multiple Phone Numbers Feature? The Multiple Phone Numbers feature in HighLevel allows users to store up to 11 phone numbers for a
Conversations – Snippets
Snippets are a time-saving tool designed to streamline communication by providing reusable pre-crafted text templates. This article guides you through understanding, locating, and using the Snippets feature effectively. It also explains how organizing these templates can enhance efficiency and maintain brand consistency in your messaging. TABLE OF CONTENTS What are Snippets? Benefits Of Using Snippets Where You Can Find Snippets How to Set Up Snippets Organize Snippets into Folders Use Snippets in Conversations User Access & Permissions Frequently Asked Question Related Articles What are Snippets? Snippets are reusable templates for text or email messages, created to help teams maintain consistent
How to Save Draft Messages in Conversations
Exciting news! We've rolled out the capability to automatically retain unsent messages in Conversations, allowing you to resume your work seamlessly. Drafts in Conversations save automatically so you can continue working without losing progress. What’s New? Message drafts in Conversations save automatically. If you start typing and leave before sending, your draft remains available when you return. Internal Comment drafts persist when you switch channels, collapse or expand the composer, or move between conversations. The composer remembers your last selected channel when you collapse These updates help you resume work faster and keep context intact.
Instagram DM – Workflow Action
Instagram DM - Action: The workflow action Instagram DM allows you to send an Instagram DM to the contact (contact needs to have previously messaged a connected Instagram page no more than 24 hours before arriving at this event in order for the message to successfully deliver) You can select from pre existing templates or even right your own message.You also have the ability to attach files. Click on "Add attachment" and select an attachment from your drive or enter the URL to add the files. Use this action with the Trigger - "Customer Replied" and reply channel is "Instagram DM". Please
How to use the Inbound Webhook Workflow Premium Trigger
Inbound Webhooks enable seamless CRM integration by allowing external systems to automatically send data using various HTTP request methods like GET, POST, and PUT. This real-time data transfer capability enhances CRM functionality and streamlines workflows, facilitating efficient communication and collaboration across various platforms and tools. - Agencies on Any Plan ($97, $970, $297, $2970, $497, $4970) can access LC Premium Triggers & Actions. - Once Premium Actions & Triggers are enabled via the Agency settings, EXISTING and New Sub-Accounts will have 100 free executions. - For agencies to avoid accruing execution costs for EXISTING Sub-Accounts, rebilling will need to be
Workflow Action – Log External Call
This document explains how to use the workflow action - Log External Call, to log calls from third-party calling tools into the CRM. Covered in this Article: What is the Workflow Action - Log External Call? How to use this action? What is the Workflow Action - Log External Calls? Using this workflow action, you can post your external calls, that take place from third-party calling tools, to the CRM. This ensures that all your communication details are centralized within the CRM for better tracking and management. You can also pass the call recordings using this action and this will
Conversations FAQs
Q. What attachment types are supported in Conversations? A: Conversations supports the following attachment types: .pdf, .docx, .doc, .csv, .xlsx, .xls, .txt, .jpg, .jpeg, .png, .gif, .svg, .mp4, .mpeg, .mp3, .wav, .wave, .aiff, .aif, .aifc, .gsm, .ulaw, .vcf, .vcard, .pptx Q: Why am I receiving a delivery incomplete error email from Gmail when I use a BCC address while sending emails from my 2-way sync email? A: You may receive a "Delivery incomplete" error from Gmail when using BCC addresses. Despite the error, your email might still be successfully posted to the CRM. This occurs because we use BCC for logging purposes, and Gmail
Attachments Made Easy in Conversations
Attachments play a crucial role in enhancing communication by allowing users to share aimportant files, documents, images, and videos. Whether you’re sending contracts, product brochures, or instructional videos, attachments help convey information efficiently. In HighLevel, attachments can be included in emails, SMS, and the media library, ensuring seamless file sharing across different communication channels. TABLE OF CONTENTS What Are Attachments? Key Benefits of Attachments How to Use Attachments Access the Conversations Section Attaching a File to a Message Paste Attachments from Clipboard Choosing an Upload Method Automatic Media Library Uploads Interactive Video Thumbnails Frequently Asked Questions Related Articles What