Welcome to our step-by-step guide on creating a seamless customer management system using HighLevel! In this video, we will show you how to leverage HighLevel's powerful tools, forms, and automations to revolutionize your customer support processes.
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Disclaimer: We are an independent entity from HighLevel. We are not agents or employees of HighLevel and have no authority to make binding contract or represent HighLevel. We receive referral payments from HighLevel. The opinions expressed here are Our own and shall NOT be interpreted or considered as representations, guarantees, or statements made by HighLevel Inc or any of its subsidiaries, agents, or assigns.
Results not guaranteed.
TIMESTAMPS:
00:00 - Introduction: Creating a Customer Management System in GHL using Forms & Automations
00:12 - Overview: GHL as a Customer Management System (CMS)
01:00 - Creating a Pipeline
02:15 - Recording Issues or Task Management
03:20 - VIP Coaching Ads
04:12 - Continuation of Task Management
06:40 - Adding Employees
08:53 - Creating the Workflow for Customer Support Requests
15:02 - Generating a Ticket Number
17:05 - Creating an Opportunity
20:02 - Updating the Customer
21:40 - Automation for Open Tickets
22:00 - Handling Stale Opportunities
23:21 - Automation for Tickets In Progress for More Than 2 Days
24:49 - Automation for Requests on Hold
25:58 - Automation for Escalating Tickets
26:50 - Automation for Completed Tasks
30:10 - Complete Customer Support Management Workflow
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