GoHighLevel CRM Related Help Articles
If you are moving your business from Keap to GoHighLevel - or really anywhere - FuseDesk is there to support you along the way. Much of the deep integration you love between FuseDesk and Keap also works with GoHighLevel! When you're ready to make the switch over in FuseDesk: Head to Settings and then App Keep Reading...
All of your GoHighLevel Automations are available for your team to use inside of FuseDesk. From a case, click the Automations Gear icon up top and choose which GoHighLevel Automation you'd like to add your contact to. Type to search your GoHighLevel Automations. Click the Automation you'd like and the contact will be added to Keep Reading...
Your GoHighLevel Tags are available for your team to use inside of FuseDesk. From a case, click the Automation Gear icon and search for the GoHighLevel Tag you’d like to apply to your Contact. Click the GoHighLevel Tag you'd like to apply from the list. The contact will then be tagged inside of GoHighLevel. Tagging Keep Reading...
GoHighLevel Users can easily log into FuseDesk as reps. They can just log directly into FuseDesk, be invited to FuseDesk, or linked to an existing FuseDesk rep. Once a FuseDesk Rep is linked to a GoHighLevel User, their FuseDesk case activity will be properly linked to their User inside of GoHighLevel. Inviting GoHighLevel Users to Keep Reading...
GoHighLevel users can easily connect FuseDesk to leverage our powerful deep CRM integrations. Connecting GoHighLevel during Setup If you're setting up your FuseDesk app for the first time, simply click "Connect to a CRM" from the welcome screen under App Setup. Connecting GoHighLevel after Onboarding If you have already completed your FuseDesk onboarding and you Keep Reading...
To view a contact's recent orders in FuseDesk, click to open up their contact editor and click on the Orders tab up top. The Orders tab will show you recent order data from your CRM right in FuseDesk empowering your team to see what's been recently ordered. Click on an individual order to open the Keep Reading...
If you have changed CRMs or are simply no longer using your CRM, you can easily disconnect FuseDesk from existing CRM. To disconnect FuseDesk from your CRM, login to FuseDesk as an admin and head to App Options under Settings. Scroll down to CRM and click the red Disconnect CRM button. Depending on your CRM, Keep Reading...
