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1. Client/business lives in a sub-account
A sub-account holds the operational data for a business. This separation is central to HighLevel’s agency model.
2. Leads become CRM contacts and opportunities
Forms, funnels and other sources can create or update contacts and pipeline opportunities.
3. Workflows automate follow-up
Automation can respond to events, update records, route leads and trigger communication.
4. Calendars and outcomes feed the record
Booking and pipeline movement can become part of the same operational history, reducing tool-to-tool handoffs.
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