👋MUST READ

Welcome to your GoCSM Knowledge Base

This help center is built to mirror your actual GoCSM portal — almost every section you see here arranged to match what’s inside your GoCSM account.

You may come across a few features that are part of HighLevel. That’s intentional — GoCSM is built for HighLevel users, and throughout the docs, we’ll show you how to get the most out of those features with GoCSM’s success system on top.

Also, most of our help documents are structured in this format:

• What's this

• Why we made this

• How to use this

• When to use it

• Who should use this