The Ultimate GoHighLevel Glossary: GHL Terms Every Marketer Should Know
Navigating the GHL platform can feel like learning a new language. To help you master the tool and optimise your business workflows, we’ve compiled a list of the most important terms you’ll encounter.
10 Best Business Workflows Steps
Sub-Account
A sub-account is an isolated environment within your main GHL login dedicated to a specific business or client. Each sub-account has its own crm, funnels, calendars, and analytics.
Snapshot
A GoHighLevel snapshot is a “template” of an entire sub-account. It allows you to capture a successful setup—including pages, automation triggers, and email marketing templates—and “snap” it into a new client account instantly. This is a massive time-saver for agencies.
Workflow
A workflow is the primary engine for automation. It is a visual map of triggers and actions that manage the customer journey. For example, a “New Lead” trigger can lead to a “Send SMS” action.
Read this: Gohighlevel workflow errors and fixes: Tips for Easy Fixes
Pipeline
The pipeline is a visual representation of your sales funnel. It allows for easy client management by showing exactly where each lead stands—from “Initial Contact” to “Won Payment.”
SaaS Mode
Exclusive to the $497 plan, SaaS Mode allows you to resell the platform as your own service. It automates the onboarding step, including account creation and subscription management.
Twilio & Mailgun (LeadConnector)
These are the engines that power your communication. Twilio handles SMS and voice calls, while Mailgun (or GHL’s native LeadConnector) handles email marketing.
Trigger Links
These are special links used in campaigns that track user behaviour. When a client clicks a trigger link, it can automatically start a new workflow or tag the lead in the crm.
Custom Values & Merge Fields
Funnel Builder
The builder is the drag-and-drop interface used to create high-converting landing page templates and multi-step sales processes.
Reputation Management
A dedicated section of the app that allows you to capture and manage Google and Facebook reviews to build trust with your community.
