Sales Pipelines, CRM & Deliverability
Unified smart inboxes, A2P 10DLC compliance, and 99%+ carrier inbox placement.
Master carrier compliance and pipeline attribution. Register TCR-approved A2P 10DLC campaigns, configure DNS TXT records for SPF/DKIM/DMARC email placement, and consolidate all messaging channels into a single unified stream.
- ✓Pass TCR brand and campaign registration audits for 100% A2P 10DLC compliance.
- ✓Consolidate SMS, WhatsApp, Instagram, Facebook, and email into one two-way conversation inbox.
- ✓Set up custom opportunity stages and automated lead scoring based on buyer intent signals.
- ✓Maintain 99%+ email inbox deliverability with dedicated sending domains and DMARC alignment.
SOP Guides in this Pillar (55)
How to Set Up Sales Pipeline Stages in HighLevel CRM
Set up pipelines in Opportunities > Pipelines by clicking 'Create Pipeline', naming each progressive deal stage, and establishing expected conversion probabilities for deal forecasting.
How to Import Contacts from CSV to HighLevel Without Losing Tags
Import contacts by navigating to Contacts > Import Contacts, mapping your CSV tag column to HighLevel Tags, selecting comma-separated delimiter options, and choosing contact deduplication rules.
How to Create Custom Fields and Custom Values in HighLevel Contacts
Create custom contact data points under Settings > Custom Fields, choosing field data types (text, numerical, dropdown, date) and grouping them into custom accordion folders on contact records.
How to Set Up Lead Scoring Automation Inside HighLevel Pipelines
Implement lead scoring by creating a numerical custom field 'Lead Score' and building workflows that increment points (+10 for email click, +25 for booking) and notify sales reps when reaching 50+.
How to Auto-Assign Incoming Leads to Sales Reps Using Round-Robin Logic
Auto-assign leads inside a workflow by adding the 'Assign to User' action, selecting your sales team members, and configuring round-robin weighting to evenly distribute new prospects.
How to Merge Duplicate Contact Profiles Automatically in HighLevel
Deduplicate contacts in Contacts by filtering duplicate names, selecting matching records, clicking 'Merge Contacts', and designating the primary master record to preserve conversation history.
How to Track Lead Source Attribution in HighLevel Sales Pipelines
Track attribution by deploying HighLevel's tracking pixel on external funnels or using native form builders, automatically recording UTM source, medium, campaign, and referrer on contact timelines.
How to Build Smart Lists to Segment Contacts by Activity in HighLevel
Build dynamic smart lists in Contacts by applying filters (e.g., Tag is 'VIP', Last Activity > 30 Days ago), clicking 'Save Smart List', and accessing real-time self-updating audience segments.
How to Record Outbound Sales Calls Inside HighLevel Web Browser Dialer
Enable call recording under Settings > Phone Numbers by editing your assigned number, toggling 'Call Recording', and entering a mandatory legal recording disclosure message for state compliance.
How to Assign Tasks to Sales Reps Based on Pipeline Stage Updates
Automate task creation in a workflow triggered by 'Pipeline Stage Changed', adding an 'Add Task' action with a due date dynamic offset (e.g., +24 hours) assigned to the contact owner.
How to Set Up Automated Lead Status Notifications for Sales Teams
Send instant notifications via workflow actions using 'Internal Notification', dispatching SMS, mobile app push notifications, or emails with contact details the instant a new lead arrives.
How to Manage Lead Tags at Scale Across High-Volume CRM Lists
Standardize tags under Settings > Tags, establishing naming conventions (e.g., 'SOURCE:', 'STATUS:', 'INTEREST:'), and executing bulk tag additions or removals across smart list filters.
How to Sync Google Contacts with HighLevel CRM in Real Time
Connect Google Contacts under Settings > Integrations, granting Google Workspace permissions and establishing two-way sync parameters to keep mobile address books and CRM records aligned.
How to Build a B2B Sales Pipeline Layout Inside HighLevel
Construct a B2B pipeline tailored to multi-decision-maker sales cycles: Lead Inbound -> Discovery Completed -> Proposal Delivered -> Security Review -> Contract Won.
How to Track Deal Velocity and Close Rates in HighLevel Reporting
Track velocity under Reporting > Opportunity Report, analyzing average days spent per stage, win conversion rates per sales rep, and overall pipeline value trends.
How to Set Up Custom Opportunity Card Metrics on HighLevel Pipelines
Customize opportunity cards under Opportunities > Pipelines > Customize Cards, choosing which custom field data points (deal value, priority tag, source) display on Kanban tiles.
How to Trigger Tasks When an Opportunity Deal Moves to 'Lost'
Build a workflow with trigger 'Opportunity Status Changed' filtering for Status = Lost, requiring reps to log loss reasons and scheduling a 90-day re-engagement task.
How to Export Filtered Contact Lists Safely Out of HighLevel
Export lists by filtering contacts in a smart list, selecting all matching contacts, clicking the 'Export' icon, and downloading an encrypted CSV file with user role audit logging.
How to Log Manual Notes and Call Outcomes Inside Contact Records
Inside any contact record, use the center timeline tab to add detailed notes with rich text formatting or log call dispositions directly after dialing through the web dialer.
How to Assign User Roles for Sales Managers vs Appointment Setters
Configure roles in Settings > My Staff, designating sales managers with admin view across all leads and restricting appointment setters to viewing only their assigned contacts.
How to Link Contact Custom Fields Directly into Document Proposals
Link custom fields into proposal templates under Payments > Documents by inserting dynamic merge tags (e.g., {{contact.custom_field_name}}), auto-populating contract terms upon dispatch.
How to Build a Real Estate Buyer Pipeline Inside HighLevel CRM
Construct a real estate buyer pipeline with custom stages: Inbound Buyer Lead -> Pre-Approval Verified -> Showing Active -> Offer Submitted -> Under Contract -> Closed Transaction.
How to Track Lifetime Customer Value (LTV) Inside HighLevel Dashboards
Track LTV on the main dashboard and contact profiles, where HighLevel automatically aggregates lifetime invoice settlements, subscription charges, and one-time purchases per contact.
How to Filter Cold Contacts for Database Cleanup in HighLevel
Create a smart list filtering for 'Last Activity > 180 Days' and 'Email Opens = 0', applying a 'Cold-Database' tag to run a reactivation sequence or purge inactive records.
How to Automate Contract Sending When an Opportunity Is Won
Build a workflow triggered by 'Pipeline Stage Changed to Won' that executes 'Send Document / Contract', auto-filling agreement terms and notifying the client via SMS and email.
How to Integrate Call Tracking Numbers into HighLevel CRM Lead Logs
Buy local tracking numbers in Settings > Phone Numbers, assign them to specific marketing campaigns (e.g., Google Ads, Direct Mail), and auto-tag incoming calls with their traffic origin.
How to Track Phone Call Duration and Conversion Metrics Per Rep
Access Reporting > Call Reporting to view outbound/inbound call counts, average talk duration, connection ratios, and appointment conversion percentages broken down per team member.
How to Create Dynamic Contact Filters Based on Recent Email Opens
In Contacts, add a filter for 'Email Events' selecting 'Opened within the last 14 days' to isolate highly engaged subscribers for promotional broadcasts and flash offers.
How to Map Incoming Web Form Inputs to Custom Pipeline Opportunity Values
In a workflow triggered by form submission, add the 'Create/Update Opportunity' action, setting the Opportunity Value to match the numerical budget custom field submitted on the form.
How to Organize Leads by Geography and Zip Codes Inside HighLevel CRM
Segment leads by state, city, or postal zip code using smart list filters, enabling territorial sales rep assignment and localized service broadcast campaigns.
How to Set Up the HighLevel Unified Smart Inbox for All Messages
Access the Unified Inbox under Conversations, connecting SMS, email, Facebook, Instagram DMs, and WhatsApp into a single chronological communication timeline.
How to Send a Mass SMS Broadcast Blast to a Tagged Contact List
In Contacts, select your tagged audience, click 'Send SMS', enter message copy with dynamic merge fields, and configure delivery throttling to comply with carrier throughput limits.
How to Link Instagram DMs and Facebook Messenger to HighLevel Conversation Inbox
Under Settings > Integrations, connect your Facebook Page and associated Instagram Professional account, granting messaging permissions to manage social DMs directly inside HighLevel.
How to Connect WhatsApp Business API to HighLevel Inbox
Connect WhatsApp in Settings > WhatsApp by authenticating your Meta Business Manager, registering your business phone line, and synchronizing customer chats with the unified inbox.
How to Configure SPF, DKIM, and DMARC Records for LC Email Deliverability
Under Settings > Email Services, add a dedicated sending subdomain and copy the provided TXT and MX DNS records into your domain registrar to satisfy Gmail and Yahoo authentication standards.
How to Register A2P 10DLC Brand and Campaign Approval in HighLevel
Navigate to Settings > Phone Numbers > Trust Center, submit your legal business EIN registration, describe your messaging campaign use-case, and provide sample messages with opt-out disclosures.
How to Clean an Email Subscriber List Inside HighLevel to Avoid High Bounce Rates
Enable Email Verification inside HighLevel or run your contact CSV through third-party verification tools prior to import, automatically tagging and purging invalid or disposable addresses.
How to Fix High Email Soft Bounce Rates and Spam Flags in HighLevel
Resolve soft bounces by gradually warming new IP domains, authenticating strict DMARC policies, removing spam-trigger words from subject lines, and segmenting sends to active openers.
How to Track Email Open Rates Accurately with Tracking Pixel Settings
In Settings > Email Services > Tracking Settings, verify that 'Open Tracking' and 'Click Tracking' are active, utilizing custom tracking domains to preserve sender reputation.
How to Route Inbound Calls from Toll-Free Numbers to Local Sales Reps
In Settings > Phone Numbers, edit your toll-free number and set the 'Forwarding Number' to a round-robin phone pool or connect an IVR call menu workflow to distribute callers by department.
How to Set Up Business Hours Phone Routing in HighLevel
Build a call routing workflow with an If/Else branch evaluating 'Business Hours', routing daytime callers to office phones and directing after-hours calls to automated text-back sequences.
How to Send SMS Messages to International Clients Using LC Phone
Enable international messaging in Agency Settings > Phone Services, format contact numbers in E.164 international notation (+44, +61), and verify country-specific SMS regulations.
How to Configure Custom Email Sender Signatures Per User Role
In Settings > My Staff, edit each team member's profile and enter their personalized HTML email signature, which dynamically injects into workflow emails using {{user.signature}}.
How to Filter Conversation Inbox by Assigned Agent or Unread Status
Inside Conversations, use top filter toggles to view 'Unread', 'Recents', or filter by specific assigned agents, ensuring customer inquiries receive prompt attention.
How to Send Direct Attachments via SMS and Email Workflows
In the workflow SMS or email action, click 'Add Attachment' to upload PDF invoices, estimate sheets, or diagnostic photos directly delivered to client devices.
How to Manage Unsubscribe Opt-Outs Across SMS and Email Campaigns
Ensure compliance by including unsubscribe links in emails and 'Reply STOP to opt out' in SMS broadcasts; HighLevel automatically applies DND status to honor consumer preferences.
How to Connect Web Chat Widgets to Live Agent Notifications
Under Sites > Chat Widget, configure your floating bubble to capture visitor mobile phone numbers, triggering workflow SMS alerts to available sales staff to continue conversations.
How to Set Up Automated Away Messages for After-Hours Inbox Chats
Build an auto-reply workflow triggered by 'Customer Replied', adding a time condition checking if outside operating hours to dispatch an immediate polite after-hours notice.
How to Monitor Email Domain Reputation Using HighLevel Email Analytics
Under Marketing > Emails > Campaign Analytics, review delivery rates, spam complaint percentages (which must remain <0.1%), and bounce trends to protect sending authority.
How to Execute Automated Cold Email Campaigns Without Domain Burn
Protect domains by using secondary lookalike domains, warming new mailboxes over 21 days, limiting outbound volume to 50 emails/day per inbox, and verifying all B2B addresses.
How to Buy and Assign Local Phone Numbers Inside HighLevel Sub-Accounts
In Settings > Phone Numbers, click 'Add Number', search by area code or region, purchase the number with one click, and configure forwarding to your primary business line.
How to Set Up Caller ID Verification for Outbound Sales Dialing
Under Settings > Phone Numbers > Caller ID, verify your existing office phone number via automated PIN call verification, allowing agents to display your primary business number.
How to Send Automated Direct Mail Postcards via HighLevel Workflows
Connect direct mail providers (like Lob or PostcardMania) via custom webhook actions, automatically printing and mailing physical postcards when an opportunity deal reaches a milestone.
How to Log Inbound Phone Calls as Pipeline Activity Automatically
HighLevel automatically records all inbound calls on the contact timeline; create a workflow with trigger 'Call Status' to advance pipeline stages when calls exceed 60 seconds.
How to Enable Desktop Push Notifications for New Conversation Inbox Messages
In your web browser, grant notification permissions when prompted by HighLevel, ensuring instant audio and visual alerts on your desktop whenever a prospect sends a message.
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