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Team Connect & CSM Filter

Team Connect & CSM Filter

Getting Started

Must Read Setup

AI Agent Connector

Connect GoCSM to Your AI Assistant

Health

What is Health?Health Overview Sub-Accounts AI Insights Configuring Account Health Health Scores Sub Account Health Card Priority Accounts Account Health Hub

Product Adoption

What Is Product Adoption?The Overview Tab The Sub-Accounts Tab The Features Tab The Assets Tab

Login Activity

Get Started with Login Activity What is Login Activity?Overview Tab Sub-Accounts Tab Users Tab Key Users

Revenue Intelligence

Revenue Intelligence Hub Overview Tab Sub-Accounts Tab Churn Analysis Tab Understand Revenue Intelligence in GoCSM Track Revenue Intelligence Metrics How to Use the Revenue Overview Dashboard Track Monthly Recurring Revenue (MRR)Understand Average Revenue Per Account Understand Cost, Margin, and Profit See Where Revenue Is Gained or Lost See Which Plans Generate the Most Revenue Understand Revenue by Product and Service Understand Revenue Churn and Risk Track Upcoming Renewals Before They Happen Identify Revenue at Risk from Failed Payments Review Revenue at the Account Level

Feedback

Customizing Your GoCSM Basic Feedback Widget

White-Label Activity Center

Activity Center Overview

Automation

Automations Overview

GoCSM V3 App triggers

User Not Logged In Since (Trigger)Payment Failed (Trigger)Upcoming Plan Renewal (Trigger)Asset Activation Pending (Trigger)Feature Engagement Changed (Trigger)Feature Time Spent Changed (Trigger)Find Contact Action in GoCSM Workflows Feature Assets is Empty Since Sign-Up (Trigger) Feature Time Spent is Less Than X Since Sign-Up

Advanced

Advanced Login Reminder Workflows with GoCSM How To Track Login Activity With GoCSM Advanced Revenue Intelligence for GoHighLevel SaaS Agencies

Settings

Billing My Staff Opportunities & Pipelines Calendars Conversation AI Voice AI Agents Email Services How to Set Up a Dedicated Email Sending Domain WhatsApp Phone Numbers Objects Custom Fields & Values Media Storage Tags Audit Logs Brand Boards

Success Center

Success Center Overview

More Resources

YouTube Channel

Data Privacy & Security

GoCSM Security Architecture Terms of Service GoCSM - Privacy Policy

Feedback

Feedback in GoCSM

Customizing Your GoCSM Basic Feedback Widget

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