Managing Your CRM Views - saleskaki.com

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Getting Started with SalesKaki

23

Foundational Setup
Sales & Conversations
Commerce
Marketing & Lead Generation
Website & Content

AI

74

Get Started w/ AI Employee
Funnel AI
- How to Enable and Rebill Funnel AI
Conversation AI
Ask AI
Voice AI
Workflow AI
- Workflow AI Assistant
- AI-Powered Custom Code Generation in Workflows
Content AI

Email

35

Sending Priority – From Name & Address
General
Deliverability
SMTP Providers
Troubleshooting Email

Contacts

33

Smart Lists
Bulk Activities
Updating Contact Properties
- Associating Contacts using Custom Labels
Contact and Other Modules
- How to Share and Manage Documents via Client Portal and CRM?
Contact Details View
- Create Subscriptions & Invoices in Contact Profile
- Activity Section Upgrade
Contacts
Getting Started with Contacts
- Importing Contacts using a CSV file

Marketing

196

AI Appointment Booking Bot
- Appointment Booking Conversation AI Workflow Action
- AI Conversational Appointment Booking Workflow and Setup
Social Planner
Ad Manager
SMS & Email Templates
Brand Board
Countdown Timer
Email Marketing
Template Library
Trigger Links
- Bulk Requests – Overview
- Trigger Links – Overview

Opportunities & Pipeline

25

Manual Actions
Getting Started with Opportunities
Opportunities Module Interactions
- Automating Opportunities
- Multiple Opportunities Toggle in Workflows
Introduction to Opportunities
Managing Opportunities
Bulk Actions for Opportunities
- Bulk Edit Opportunities
- Bulk Actions for Opportunity Cards

Sites

217

How to Use Auto-Save on Blog Posts
How to Add Author(s) to The Blog Builder
How to Preview Blog Post
How to schedule a blog post?
Add Blog Post Element in Funnel(s) step or Website(s) page
Sharing Blog Content Across Sub-Accounts via a Snapshot
Blog Post Importer
How to add ‘Table of content’ to my blog?
How to add Hero or Featured Post in Blog?
How to Use the Blog Template Library
How to Create a Blog?
How to Customize Blog Design and Layout
Create Blog Posts
Canonical URLs Explained: Boost Your SalesKaki Blog SEO
How to add blog search and category navigation?
How to add Blog Sitemap?
How to Set Up an RSS Feed for Blogs
Blog and Blog Post Statuses
Default Blog Flow – Getting Started with Blogs
How to Update SEO for Blog Post
Branded Mobile App Builder: In-app Form and Customizer
Disable SEO Indexing for WordPress in SalesKaki
Cloning WordPress Websites in SalesKaki
WordPress: Domain Connect Integration
WordPress: Single Sign On Admin
Analytics for Top Countries in Funnel Analytics
Funnels and Websites – Browsers and IPs in Funnel Analytics
Websites
How to move from Old Blog to New Blog?
“Other” Option Now Available in Forms & Surveys!
Forms and Surveys: “Other” Option
Forms, Surveys & Quizzes: Inline Editing
Mobile Editor for Forms, Surveys, and Quizzes
Rating Element for Forms, Surveys & Quizzes
How to Use Order Bumps in Forms & Surveys
How to Quickly Add and Edit Custom Fields in Forms and Surveys
Math Calculations in Forms/Surveys
How To Use and Rebill Auto-Complete Address
Right Sidebar Revamp in Form and Survey Builder
Analytics for Forms and Surveys
Revamped Forms and Surveys Submissions Page
Embedding HighLevel Forms on Non-HighLevel Websites
How to Use Embedding Options for Forms: Triggers, Layouts, and Deactivation Settings Explained
How to create a contact form in SalesKaki?
How to make my form submissions secure from spammers?
Email Notifications in Forms and Surveys
Payment in Forms (Including Donations)
How To Create Automated Email Notifications for Form and Survey Submissions
How to Use Products in Payment Element in Forms
Email Validation feature in Forms and Surveys
How to Use the Enhanced Form Builder Features for Greater Flexibility
How to add additional fields through Custom HTML/Javascript in Forms and Surveys
Populate Custom Fields and capture in submission using Custom HTML/Javascript Logic
How to Use the Spread to Column Option in Forms and Surveys
How to Use SMS Verification in Forms and Surveys
Where Do Form Responses Show Up?
Exporting Form answers to Google Sheets
Sticky Contact in Forms, Surveys, and Calendars
How to use URL Parameters in Forms
No Slide Button in Survey
Gain Consent With Custom Checkboxes In Forms (GDPR Compliance)
Conditional Logic in Forms
Themes in Forms/Surveys
Source Field in Forms and Surveys
Timezone in Forms and Surveys
Exporting Survey Answers to Google Sheets
Where Do Survey Answers Show Up
How to Create a Stylized Survey
New Footer in Surveys
Survey Create Contact on Partial Completion
Payments Integration in Surveys | Collect Payments & Sell Products
One Question at a Time (Survey Builder)
Conditional Logic in Surveys
Overview of Chat Widget Customizations
Chat Widget – Business Office Hours in Live Chat
Chat Widget – Send your leads to Whatsapp Chat
How to Install SalesKaki’s Chat Widget
How To Automatically Add Email Addresses & Phone Numbers From FB Chat Into Contact Record
Track Chat Widget Activity Using Google Analytics 4 (GA4)
Add SalesKaki’s Chat Widget to Your Wix Website
Add SalesKaki’s Chat Widget to Your Shopify Website
Add SalesKaki’s Chat Widget to Your Squarespace Website
Add SalesKaki’s Chat Widget to Your Duda Website
Add HighLevel’s Chat Widget to Your Weebly Website
How to Add Multiple Chat Widgets to the Same Website
Adding Custom Fields in the Chat Widget Contact Form
How to Use the All-in-One Chat Widget
Collect Visitor Details Before Live Chat Starts
Getting Started with Chat Widget
How to Create Digital Business Cards with QR Code Builder
How to Create vCards in the QR Code Builder
Quizzes and QR Codes in SaaS Plan Configurations
QR Code Features Landing Page
QR Code Builder Redirect Options
Bulk QR Code Creation
QR Code Generation and Download Guide
How to create a QR Code linked with Review Page
How to create a QR Code linked with Website
SEO Metadata troubleshooting for SalesKaki Pages
Instant Redirect Page – Funnel Troubleshooting
How to set up Root Domain/Subdomain for your Funnels/Websites?
Stripe Troubleshooting | Why does my funnel product show ‘null’ in the Stripe Plan dropdown?
Script not working? – Custom Javascript / HTML Code Validation Error Troubleshooting
Why does my Domain not show the Edit Button?
Fixed / Parallax Background Image not showing on Mobile Phone, why?
Funnel Troubleshooting | Sticky Contacts not working on calendar/form in funnels
Why does my Popup button have a Red Mark? | Disable Popup Option
How to Link Your Privacy Policy When Collecting Personal Data
Setting up Whitelabel Domain, API Domain, Email Sending Domain, Sites Domain, Client Portal Domain & more
XML Sitemaps
Quiz Builder Guide
Automate Tasks When a Quiz is Submitted – Workflow Trigger
How to Assign Categories and Scoring in Quizzes With Dynamic Result Messages – A Complete Guide!
Quiz Template Library: Create Quizzes Faster with Pre-Built Templates
A Quick Walkthrough of SEO: A Guide to Boosting Your Search Rankings
SEO Plan Comparison: HighLevel vs Ahrefs vs SEMrush (2025)
Content Creation & SEO Assistance!
Site Audit: Monitor, Analyze, and Optimize Your Website’s Technical SEO
Funnels and Websites

Workflows

261

Interactive Voice Response (IVR) Guide – Triggers & Actions
Workflow Trigger – Number Validation
Workflow Trigger – Inbound Webhook
Workflow Trigger – Video Tracking
How to set up Workflow Goal Events
Split Action
Text Formatter – How to format text the way you want
Getting Started w/ Workflows
Workflow Triggers
Developer Resources
Workflow Builder
Workflow Actions
Troubleshooting Workflows
- Facebook Conversion API Workflow Trigger Not Working
Workflow Recipes

Calendar & Appointments

99

Guide to the Services Beta
Global Settings in Services
How to Create Services ?
Configuring Staff in Services
Getting Started w/ Calendar
Calendar Groups
Scheduling Appointments
Troubleshooting Calendars
Creating Calendars
Calendar Settings & Preferences
Calendar Integrations
Calendar FAQ's
- Can I Show Multiple Calendars Without Using a Calendar Group?
- Disable Contact Timezone – How to Remove Ability to Adjust Timezones When Scheduling

Payments

81

Payments
Orders, Subscriptions and Transactions
Payment Settings & Integrations
Invoices & Estimates
Products & Coupons
- How to Bulk Import Products into HighLevel
- How to Create Coupons for Products
Payment Links
- How to Set Up a Payment Link for Multiple Products (One-Time & Recurring)
- How to Customize Payment Links with Your Brand Colors

Settings

28

Account Settings
User Settings
Domains

Documents

20

Documents & Contracts

Dashboards

35

Getting Started w/ Dashboards
Configuring Dashboards
- How to Create Dashboard Templates
- How to Customize Dashboard Themes
Dashboard Widgets

Tasks

3

Creating Tasks

Affiliate Manager

40

Getting Started
Affiliates
Affiliate Manager Automation
Campaigns
Payouts
Reporting & Insights
- Affiliate Manager Dashboard

Notifications

3

Notifications

Reporting

23

Tracking & Attribution
Custom Reports
- How to create and schedule reports
Appointments
- Appointment Report
Marketing Audit Reports
- How to Use Marketing Audit Report & Compare Reports for Strategic Growth

Logic & Fulfillment

42

How to Resolve the “ZIP Code Check Failed for Your Card” Banner
Sub-Accounts Transfers: Bulk Transfer Sub-accounts to an Existing Agency
If Else Conditions – using AND or OR conditions
Creating Campaigns In Workflows
How to Send Annual Emails/Sms using workflows
Importing Duplicate Contacts With same Email and Phone
Sub-Account Transfer FAQs
Glossary
How to Use Webhooks in SalesKaki (Zapier)
Sub-Account Transfers: Transfer Sub-account to an Existing Agency
Sub Account Transfers : Eject Sub-Account to a New Agency
What happens to your data when you cancel your SalesKaki Subscription?
How to send Users Appointment Reminders
How to find the USERID
How to Integrate HighLevel with Zapier
Sticky Contacts Overwriting Existing Contacts
Opportunities Disappear From Pipeline
High Level Zapier Trigger (Pipeline trigger)
Round Robin Campaign Configuration Reassigning users
How to Integrate Facebook Messages with HighLevel
How to Mark Conversation as Read
How to Update a custom field with {{message.body}} using Workflow and Triggers
How to Use Custom Fields
Customer Reply Trigger with ZAPIER AND/OR conditions
Separating URL’s in Zapier when Uploading Files through Webhooks
Auto Update Pipeline Stage on Appointment Date
Importing National and International Phone Numbers
Retrieving Facebook Leads
Adding Custom Audience Trigger
Manychat to SalesKaki Integration
Running scheduled bulk requests
Auto Cancel Appt messages notifications to clients
Uploading Contacts which one should I choose
Auto Populate Lead Values in Surveys
Event Start Date Campaigns
Finding the Pipeline and Stage ID using zapier
How to use Custom Values
Triggers
Zapier
Contact Flow
Campaigns
Stale Opportunity Trigger

Membership & Communities

62

Membership/Courses Sites
Communities

E-Commerce Store

38

Customer Login for Ecommerce Stores
Enable the Billing Address Feature in Ecommerce Checkout
Bulk Actions on the Product Page
Manual Product Sorting on Product List Page in Ecommerce Stores
How to select or filter products per Ecommerce Store?
Text Customization in Ecommerce Stores
WooCommerce: Import and Sync Products and Collections for E-commerce Stores
HighLevel Custom Shipping Carrier Integration Guide
How to Deliver Digital Products for E-commerce Stores?
How to sell products on Facebook and Instagram Shops?
How to migrate Shopify stores to SalesKaki (including products, collections, orders, contacts, and transactions)?
Customer Access Center to View Current and Past Order Details
Customizing the Checkout Page in Ecommerce Stores
How to Use the Inventory Management Features for Your Online Store in SalesKaki
How to Upsell Products in Online Store checkouts?
How to add customer login in Ecommerce stores to view order details and past orders?
How to use Woocommerce Integration in E-commerce stores?
How to Add Reviews & Ratings for Products for E-commerce stores?
How to Suggest Related Product(s) in Your Product Details Page
How to Add SEO Descriptions and Keywords to Boost Your Ecommerce Ranking
How to Sort and Filter Products in SalesKaki Ecommerce Site Builder
How to Print Packing Slips for Your Ecommerce Orders
How to Use Product Labels and Ribbons in an Ecommerce Store
New product collection element and SEO Improvements
How to Use the New Printful Integration with SalesKaki
Search Bar Element in Ecommerce Stores
How to Add Product Weights, Dimension, and SKU Information in Your Ecom Store
How to Sell Your Subscription Based Services & Recurring Products in Your GHL Ecom Store
Automatic abandoned cart checkout emails for online store
Setup abandoned cart Email notifications
Related Product element for Ecommerce stores
How to print shipping labels or packing slips for my store orders?
How to Configure Shipping & Delivery Rates In Ecommerce Stores
How to Set Up an E-Commerce Online Store (Websites)
Manual Payment Method in E-commerce Stores & Order Forms
Shipping and Delivery rates for Ecommerce Stores
Shipping: How to Connect a Shippo Integration?
How to use Printful Integration with your Ecommerce Store?

Merge Fields & Custom Variables

2

Merge Fields & Custom Variables
- List of Merge Fields
- Overview of Merge Fields & Custom Variables

Reputation Management & Reviews

27

Review Requests

Integrations

48

Google Integrations
Facebook Integrations
Zapier Integrations
Other Integrations
Stripe Integrations
- How does the Stripe One Time Charge trigger work?
- How to Connect Stripe to Your Sub-Account
Online Listings Integrations
- One time Stripe Charge Action
QuickBooks
- Automatic Review Request When Invoice Paid in Quickbooks
Shopify
Tiktok
- How to Integrate TikTok Lead Ads
Private Integrations
- Private Integrations: Everything you need to know

Custom Objects

11

Getting Started w/ Custom Objects
Associations
- Associations for Custom Objects
Managing Custom Object Records

CRM

6

Managing Your CRM Views
Associations
- Association Limits
Actions
- CRM Notes Association – Link Notes Across Contacts & Opportunities
- Adding and Managing Notes

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Managing Your CRM Views

Managing Your CRM Views

CRM FAQs
Viewing your CRM records
Searching an Object Record

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