Glossary
GoHighLevel Glossary
Clear definitions of the terms you'll encounter when setting up and managing GoHighLevel — from CRM and pipeline to workflow, snapshot, and A2P 10DLC.
CRM
A CRM (Customer Relationship Management system) organizes contacts, opportunities, and communication so a business can manage relationships from first inquiry to repeat customer.
View definitionPipeline
A pipeline organizes opportunities into stages that match a sales journey, so a business can track every deal from inquiry to close.
View definitionOpportunity
An opportunity is a specific deal for a specific contact, tracked through the stages of a pipeline.
View definitionWorkflow
A workflow is an automated sequence of actions triggered by an event, such as a form submission or a stage change.
View definitionSnapshot
A snapshot is a reusable configuration of pipelines, workflows, forms, and settings that can be applied to new accounts.
View definitionSub-Account
A sub-account is an isolated instance of the platform for a single client, managed from an agency's central account.
View definitionMissed-Call Text-Back
Missed-call text-back sends an automatic text to a caller who was not answered, so missed calls become conversations instead of lost leads.
View definitionFunnel
A funnel is a guided sequence of pages built to convert a specific visitor toward one action, such as booking or requesting a quote.
View definitionLead Capture
Lead capture is the process of collecting a visitor's contact information through a form, landing page, or chat widget so it enters the CRM.
View definitionTrigger
A trigger is the event that starts a workflow, such as a form submission, a stage change, or a missed call.
View definitionAutomation
Automation is the use of workflows to perform repetitive actions, such as follow-up, reminders, and notifications, without manual effort.
View definitionReputation Management
Reputation management is the process of collecting, monitoring, and responding to reviews so a business builds trust over time.
View definitionIntegration
An integration is a connection between the platform and another tool, such as a payment processor, calendar, or analytics service.
View definitionAPI
An API (Application Programming Interface) lets two software systems communicate directly through code.
View definitionWebhook
A webhook is a way for one system to send real-time data to another when an event occurs.
View definitionSaaS Mode
SaaS Mode lets an agency offer the platform to clients under its own brand and billing, as a software-as-a-service offering.
View definitionWhite-Label
White-label fulfillment is when an independent expert builds and manages systems for an agency under the agency's own brand.
View definitionA2P 10DLC
A2P 10DLC is a United States carrier registration system for application-to-person messaging that affects SMS compliance and deliverability.
View definitionConversion Tracking
Conversion tracking measures the actions that matter to your business, such as form submissions, calls, and appointments, so you can see what works.
View definitionAttribution
Attribution is the process of identifying which marketing source or campaign produced a lead or sale.
View definition