Tab where we can enter training scripts, SOPS & procedures for front desk staff

Would love a tab on the client management side where we can upload training scripts, Sops, Procedures, so they can easily toggle back and forth when scheduling calls, making calls, following up, etc.

  • Guest
  • Mar 10 2019
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  • Guest commented
    30 Dec, 2021 02:22am

    This would be extremely helpful. I'd like to have an SOP for a lot of different things to document the official/correct way to do things. Our own internal best practices.


    This feature would negate the need for Business Process Management software.

  • anonymous caller commented
    12 Sep, 2021 04:03pm

    Yes Like Clickup!

  • William Avon commented
    21 May, 2021 01:13am

    I triple vote this one up!

  • Guest commented
    14 Apr, 2021 09:49pm

    This is a must


  • Michael Jones commented
    25 Feb, 2020 10:52pm

    The ability to add webtabs and iframe anything would be awesome. Other use cases could be adding a tab for billing. We use Zoho Subscriptions and would be nice to embed our customer portal link so our customers can easily go to our billing page from inside HL. Even if they have to log in again, that would be fine but would allow us to use any service or add literally anything. 

  • Zack Siegel commented
    2 Feb, 2020 03:16pm

    how about white-labeled sops for using ghl? kind of like cf has all of those walkthrough docs and other big tech companies

  • Devyn Grillo commented
    6 Nov, 2019 08:06pm

    This would be cool. I just have a ClickFunnels membership area with all the training and documents in there for them to login to.

  • Guest commented
    21 Oct, 2019 08:49pm

    Is there any update on this?

  • Michael Hopkins commented
    9 Oct, 2019 02:08pm

    Consolidate the ability to customize new tab with iframe or html!!! https://ideas.gohighlevel.com/ideas/HIGHLVL-I-601 

  • Melissa Blair commented
    24 May, 2019 03:27pm

    Would like to upload proposals, etc. for reference.

  • Guest commented
    13 May, 2019 02:41pm

    @Shaun check out Dubsado for client portals, Jill's Office for scripts for front desk and workflows 

  • Evan Shapiro commented
    1 May, 2019 12:48am

    i've never use this, but wonder if something like this is useful to check out?

    https://trainual.com/

  • Admin
    Shaun Clark commented
    30 Apr, 2019 05:48pm

    Can anyone share other examples of this?

  • Chase Buckner commented
    12 Mar, 2019 10:59pm

    Check out https://andcostello.com/

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