Fill out custom Values with the Onboarding Engine

Written By Laudonia (Collaborator)

Updated at May 30th, 2024

Access the Onboarding Engine:

  • Log into your Go High Level account.
  • Navigate to the Onboarding Engine section from your dashboard or settings menu.

Identify Custom Values:

  • Review the list of custom values that need to be filled out. These include business name, contact information, service details, and other business-specific identifiers.

Fill Out Custom Values:

  • Click on each custom value field and enter the necessary information.
  • Ensure the accuracy and completeness of each field to prevent issues in the system’s functionality.

Save and Confirm Entries:

  • After entering all required information, save your changes.
  • Double-check that all custom values are correctly filled out and reflect your business details accurately.

Test the Setup:

  • Conduct tests to ensure the custom values are integrated correctly into your workflows, automations, and other CRM functions.

The custom values linked to this setup task must be filled for the system to work correctly