Getting Started

GHL dashboard overview and navigation

A complete tour of the GoHighLevel interface so you can find everything quickly and understand where each feature lives.

📋 5 steps ⏱ ~15 min 📅 Updated 2026-04-07 English

What you will learn

This GoHighLevel tutorial walks you through ghl dashboard overview and navigation with clear, numbered steps. Whether you are new to GoHighLevel or looking to configure getting started correctly, this guide covers everything you need. You will learn: agency view vs sub-account view, left sidebar navigation, the dashboard overview, conversations inbox, and more. All steps work inside a standard GoHighLevel account — start a free 14-day trial if you do not have one yet.

Step-by-step guide

1

Agency View vs Sub-Account View

GHL has two main views: Agency View (top-level management) and Sub-Account View (client-level operations). Switch between them using the dropdown at the top left.

2

Left sidebar navigation

The left sidebar is your main navigation. Key sections include Dashboard, Contacts, Opportunities, Conversations, Calendars, Marketing, Automation, Sites, and Settings.

3

The Dashboard overview

Your dashboard shows a snapshot of recent activity: new leads, appointments, pipeline value, revenue, and conversation stats.

4

Conversations inbox

The unified inbox aggregates all inbound messages — email, SMS, Facebook Messenger, Instagram, Google My Business — in one place.

5

Quick-add actions

Use the + button in the top right to quickly add a contact, create an opportunity, schedule an appointment, or send a message without navigating away.

💡 Once this is set up, GoHighLevel handles the rest automatically. Start your free trial →

Frequently asked questions

How do I agency view vs sub-account view in GoHighLevel?

GHL has two main views: Agency View (top-level management) and Sub-Account View (client-level operations). Switch between them using the dropdown at the top left.

What is the first step to ghl dashboard overview and navigation?

The first step is to agency view vs sub-account view. GHL has two main views: Agency View (top-level management) and Sub-Account View (client-level operations). Switch between them using the dropdown at the top left.

Do I need a GoHighLevel account to follow this tutorial?

Yes. This guide requires an active GoHighLevel account. You can start a free 14-day trial at gohighlevel.com — no credit card is required.

Have questions about GHL? 📅 Book a free call 🔥 Skool — $87/mo