CASE STUDIES, TIPS, AND TOOLS

The HighLevel Blog

Explore creative way to build your business along with real-world case studies showcasing how businesses leverage HighLevel to boost efficiency, grow revenue, and streamline your operations.

Did You Know You Can Organize Your Tasks with a Built-In Task Manager

Did You Know You Can Organize Your Tasks with a Built-In Task Manager

Ryan Howell
Published on: 23/04/2025

HighLevel’s Task Manager helps you and your team stay organized with built-in task lists, filters, and automation. Assign, track, and manage tasks all in one place—no extra tools needed.

Contacts & ListsDid You Know?
Did You Know You Can Send Birthday Messages Automatically

Did You Know You Can Send Birthday Messages Automatically

Ryan Howell
Published on: 08/04/2025

Automatically send birthday messages in HighLevel using a ready-made workflow. Just select the birthday reminder recipe, customize your message or offer, and hit publish. It’s an easy way to boost engagement with a personal touch.

Workflows
Did You Know You Can Create Custom Pipelines for Your Sales Process

Did You Know You Can Create Custom Pipelines for Your Sales Process

Ryan Howell
Published on: 07/04/2025

Create a custom sales pipeline in HighLevel to organize leads, track progress, and tailor your process to your team’s workflow. It’s simple to set up and helps you manage every opportunity from inquiry to close.

Opportunities & Pipelines
Did You Know You Can Automatically Follow Up with Website Visitors

Did You Know You Can Automatically Follow Up with Website Visitors

Ryan Howell
Published on: 07/04/2025

Set up an automatic follow-up for website visitors in HighLevel using a simple page view trigger. If the contact is already in your CRM, you can instantly engage with SMS, email, or workflows—turning visits into real conversations.

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