GoHighLevel CRM Setup Guide
A CRM configured in the wrong order creates cleanup work later. This is the sequence our team follows on every new build.
1. Define your pipelines first
Map every stage a lead moves through before building anything else. Pipelines are the backbone every automation will hook into.
2. Set up compliant messaging
Register your A2P 10DLC brand and campaign before sending a single SMS. Skipping this step is the single most common cause of delivery issues.
3. Configure lead routing
Decide how leads get assigned, round robin, by source, or by rep availability, before automations start moving leads through the pipeline.
4. Build your calendar system
One calendar per service line, with buffer times and reminder sequences configured so no-shows drop before you ever run an ad.
5. Layer in automation last
Only once the structure is solid should automations be layered on top. Trying to automate a pipeline that isn't finalized just means rebuilding it twice.
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