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.
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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