1. How to Set Up GoCSM (First Thing First)

Additional setup instructions written below the video

After logging into GoCSM, set up your account similar to a HighLevel sub-account

1.1. Setup Your Business Profile

• Navigate to Settings > Business Profile in your new GoCSM account.

• Add your:

  • Logo

  • Company name

  • Business/support email

  • Phone number

  • Branded domain

1.2. Configure Email Sending Domain

• Go to Settings > Email Services in HighLevel.

• Add your sending domain to match your company/support email. This improves email deliverability.

1.3. Purchase a Phone Number

• Navigate to Settings > Phone Numbers

• Purchase a support phone number. This will be used for SMS confirmations, notifications, and reminders.

2. Integration

Now that your basic account settings are configured, let's connect GoCSM

1. Make sure you are logged into your agency via app.gohighlevel.com on the same browser.

2. Go to Settings > "GoCSM Configuration"

3. Follow the on-screen integration steps

4. Connect your HighLevel account to GoCSM as directed.

Important: Wait 20 minutes after the HighLevel connection before proceeding to the next step. This allows your agency data to sync properly.

3. Connect Stripe

• After the 20-minute wait, return to GoCSM Configurations

• Connect your Stripe account as prompted

• Follow the authorization process

4. Next Steps & Support

Congratulations! You've completed the setup process for GoCSM. Here are a few final notes:

• Customer Database: Your agency’s contacts and sub-accounts will populate within minutes.

• Login Activity: Track real-time user logins starting immediately via ' Login Activity Pipeline'

• Complete data population takes 7-10 days of tracking.

Need Help?

• Immediate Support: Email help@gocsm.com for setup troubleshooting.

Remember, GoCSM is designed to enhance your customer success management within the HighLevel ecosystem. Take some time to explore the features and how they can benefit your agency and customers.