Structuring a GHL account so it scales
A GoHighLevel account scales more easily when each part has a clear job.
Use tags for status, custom fields for facts, and pipeline stages for progress, and keep workflows triggered by one of those three. New automations then plug in without rewriting what already works.
If you bring website chat into the account, Knock Knock's integration adds source tags and notes to the contact, which fits that structure well.
How do you decide between a tag and a custom field?
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Structuring a GHL account so it scales
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