26/11/24 – Exploring the New Features of HighLevel: An Enhanced Product Search Functionality and Streamlined Recipient Management
**What’s New?**
HighLevel introduces the following enhancements:
– A feature to input recipient information within the primary client box
– Integration of a delete button for conveniently removing the primary recipient
– An advanced product search function when a new product item is added
**Utilizing the Enhancements**
Here are the step-by-step guides to utilize these new features from HighLevel:
1. To initiate a new contact and send a document within moments, click on “Add New Client”. Below is how this feature looks:
2. If a contact has been added incorrectly, HighLevel permits removal of the primary recipient. The deletion can be performed as depicted below:
3. When adding a product, utilize the “Add Product” button and the integrated search function to effortlessly find a specific product from a potentially extensive list. This feature works as shown below:
**HighLevel’s Mission**
The primary objective behind these enhancements is to further streamline the recipient and products section, thereby rendering it incredibly user-friendly. HighLevel consistently strives to optimize user convenience and system practicality.
Click here for the full HighLevel update article
What to learn more or need help with HighLevel for your marketing? Book a Discovery Call with Julian.
Andy McPhilbin – Domestic & Commercial Water Filtration
To take your business to the next level then I suggest you speak with Julian…
“Finding Julian was a revelation. He was able to come into our business, review our processes and automated much of the business thus increasing our sales and saving me time too. For instance Julian was not only able to create the email marketing but also set up the CRM and sales pipeline so that the sales team could easily and efficiently manage the sales process right through from initial web or phone enquiry through to the sale and installation, and ultimately asking delighted customers to refer us to friends and family. In the old days sales slipped through our fingers because of lack of follow up, now the system takes care of this and ensures no prospects “fall between the cracks”.
He was even able to automate so that following an initial on-site consultation the system produces and sends a quote by email and in via the ‘smail mail’ post and it even creates a detailed Job Sheet for my fitters.
What I now have is a CRM/ Automated sales and marketing system that has dramatically improved sales and saves me time too. But that is not all, with the system Julian has created it enables my business to be scaled up. I do not see this system as a cost, rather it is an asset that has increased the value of the business.
If you are a UK based water softener dealer and want to take your business to the next level then I suggest you speak with Julian.”
Andy McPhilbin
Andy McPhilbin - Aqua Concepts
