Does anyone have a simplified way to update the lead value after purchasing saas? Or do I need to create custom values and use Zapier…
Seems like there should be an easy way to easily update the dashboard/
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The original post in the GoHighLevel Official Facebook group is asking if there is a simplified way to update the lead value after purchasing a software-as-a-service (SAAS). The user wonders if they need to create custom values and use Zapier or if there is an easy way to update the dashboard and metrics in GoHighLevel.
GoHighLevel is a comprehensive CRM software that offers various features to manage leads, sales, and marketing campaigns. In terms of updating the lead value after purchasing a SAAS, GoHighLevel provides built-in functionality that allows users to easily update and track lead metrics.
One possible solution to update the lead value in GoHighLevel is by utilizing the dashboard and metrics features. GoHighLevel offers customizable dashboards where users can view and track important metrics, such as revenue generated from sales. By updating the lead value within the dashboard, users can keep track of the financial impact of their SAAS purchases.
Additionally, GoHighLevel integrates with Zapier, a third-party automation tool, which can be used to streamline various tasks and workflows. With Zapier, users can create custom integrations to automatically update lead values in GoHighLevel based on specific triggers, such as SAAS purchase events.
Overall, GoHighLevel offers both native functionality and integrations with external tools like Zapier to simplify the process of updating lead values after a SAAS purchase. It is recommended to check the comments section below for any additional insights and updates on this topic.
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