Internal Notification Actions: Alert Staff the Moment a Lead Comes In
An Internal Notification action inside any workflow can text or email your team the moment a lead needs attention, with no extra app required.
GHL Nugget
Custom Menu Links: put your own tools inside every client's account
Add a link to the sub-account sidebar so clients reach your SOPs, a Loom library or a support form without leaving GoHighLevel.
Custom Menu Links let you add an item to the left sidebar of every sub-account, right next to Contacts and Opportunities. The link can open a URL in a new tab or load a page inside an iframe within the platform, so clients never feel like they left your software.
This matters because most agencies dump onboarding docs, support links and training videos into an email that gets buried. A menu link puts that resource where the client already looks every day. You can point it at a shared Google Doc, a Loom playlist, a Stripe payment page or a form for support requests, and it shows up the moment you push it to accounts.
The caveat: if you load a page in an iframe, the destination site has to allow being embedded. Some tools block this with an X-Frame-Options header, and the link will show a blank panel instead of the page. Test the iframe option in one sub-account before you roll it out everywhere, and keep the plain new-tab option as a fallback for sites that will not embed.
How to use it
- Go to Agency View > Settings > Custom Menu Link
- Click Add and name the link exactly how it should read in the sidebar
- Paste the destination URL and choose iframe or new tab
- Set the icon and the sub-accounts or snapshot it applies to
- Open a test sub-account to confirm the page loads before pushing wider
Who it helps
Agencies and consultants managing multiple client sub-accounts who want a single place to surface training, support and tools.
Related: Custom Menu Links are usually rolled out through the same snapshot update process.
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More nuggets
Set a Time Window So Workflows Never Text Outside Quiet Hours
A workflow setting called Time Window lets you cap the hours and days a workflow is allowed to send, so late-night texts stop happening automatically.
Add an SMS Consent Checkbox to Your Forms Before You Text Leads
A checkbox field on your intake form can document real SMS consent, which protects your A2P registration and keeps texts from getting filtered.
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