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How To Use Custom Fields
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Creating Custom Fields in GoHighLevel for Effective Lead Qualification
In this video, Usama guides viewers through the process of creating and utilizing custom fields in GoHighLevel's sub-accounts for surveys, forms, or automations, specifically targeting different business needs such as real estate. He explains the significance of custom fields for gathering additional, relevant information for lead qualification and distinguishes between contact custom fields and opportunity custom fields, providing step-by-step instructions on how to implement them. Usama also demonstrates how to organize custom fields into groups, add them to forms or surveys, and use the information collected to create automated notifications for the sales team, ultimately enhancing lead management efficiency.
00:00 Introduction to Custom Fields
00:20 Getting Started with Custom Fields in GoHighLevel
00:38 Why Custom Fields are Essential
01:24 Creating and Organizing Custom Fields
02:55 Filling and Utilizing Custom Fields
04:27 Exploring Opportunity Custom Fields
06:38 Conclusion and Final Thoughts
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In this video, Usama guides viewers through the process of creating and utilizing custom fields in GoHighLevel's sub-accounts for surveys, forms, or automations, specifically targeting different business needs such as real estate. He explains the significance of custom fields for gathering additional, relevant information for lead qualification and distinguishes between contact custom fields and opportunity custom fields, providing step-by-step instructions on how to implement them. Usama also demonstrates how to organize custom fields into groups, add them to forms or surveys, and use the information collected to create automated notifications for the sales team, ultimately enhancing lead management efficiency.
00:00 Introduction to Custom Fields
00:20 Getting Started with Custom Fields in GoHighLevel
00:38 Why Custom Fields are Essential
01:24 Creating and Organizing Custom Fields
02:55 Filling and Utilizing Custom Fields
04:27 Exploring Opportunity Custom Fields
06:38 Conclusion and Final Thoughts
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