Glossary
Plain definitions of the CRM, automation and HighLevel terms used across this site, each with its sources.
A
- A2P 10DLCThe US registration of a business and its texting use case with carriers. HighLevel requires it to text US mobile numbers from LC Phone local numbers.
- Agency ViewThe agency-level area of HighLevel for managing sub-accounts, snapshots, reselling and agency reporting, separate from any one client's account.
- App MarketplaceHighLevel's directory of third-party apps and extensions you can install into an account.
C
- CalendarHighLevel's booking tool. A calendar sets when appointments can be booked and can be embedded on a website or landing page.
- Call trackingA phone feature that shows different tracking numbers to website visitors so calls can be tied to a source. HighLevel groups them in number pools.
- Client portalA branded area where a business's clients reach membership courses and other HighLevel apps, with an optional custom domain per sub-account.
- CommunitiesA HighLevel feature for hosting groups of members, which can have courses attached to them.
- CompaniesA built-in record type that groups several contacts under one organisation.
- Conversation AI and Voice AIHighLevel's AI agents for chat and phone. Conversation AI replies to messages; Voice AI answers or makes calls. Both are billed per use or by AI plan.
- Custom fieldA field you add to store information that varies by contact or opportunity, which you can then use in forms, smart lists, workflows and merge fields.
- Custom objectsUser-defined record types for things that do not fit contacts, companies or opportunities, such as properties, pets or projects.
- Custom valuesReusable stored text, such as a phone number or disclaimer, referenced by a key, so one edit updates every place it is used.
D
- Dedicated sending domainA domain or subdomain you verify with DNS records so LC Email sends from your own domain instead of a shared one.
- Do Not Disturb (DND)A contact-level setting that turns off messages on chosen channels such as SMS, email or calls.
F
- FormA HighLevel form collects visitor details and can be embedded in a page or on a site that is not built in HighLevel.
- Founder planHighLevel's top self-serve agency plan at $497 a month, which allows rebilling with markup. The pricing page also calls it Pro in places. Full guide: HighLevel pricing plans: Starter, Unlimited, Founder
- FunnelA set of linked pages in a fixed order, such as opt-in, sales and thank-you, built in HighLevel's page builder.
H
- HIPAA compliance add-onA paid HighLevel upgrade that must be enabled before an account is treated as HIPAA-compliant. Accounts are not compliant by default.
L
- LC EmailHighLevel's built-in email sending service, charged by usage rather than included in the plan price. Full guide: HighLevel usage costs: SMS, email, calls, AI (dated)
- LC PhoneHighLevel's built-in phone system for calls and texts, billed by usage from the agency wallet. LC stands for LeadConnector. Full guide: HighLevel usage costs: SMS, email, calls, AI (dated)
- LocationHighLevel's older term for a sub-account. The help center says all sub-accounts still function as locations.
M
- MCP connectorsHighLevel's MCP server lets an AI assistant work with account data through OAuth, with access limited to the sub-accounts you pick.
- MembershipsHighLevel's course and membership tools, where you build courses under Memberships, Courses and sell access through offers.
- Missed call text backA phone-system setting that texts a caller automatically when a call to your HighLevel number goes unanswered.
- Mobile appHighLevel's mobile app for working in an account from a phone. A white-label version under your own brand is a paid add-on.
O
- OpportunityA record of a potential sale tied to a contact. It sits in a pipeline stage and holds deal value and notes.
P
- PipelineA visual board of stages that shows how leads, deals or customers move from start to finish.
Q
- QR codeHighLevel's QR code builder makes scannable codes for websites, funnels, review pages and payment links, created under Sites, QR Codes.
- QuizAn interactive quiz that collects lead details, scores answers and shows a personalised result, built under Sites, Quizzes.
R
- RebillingCharging a client for the usage costs HighLevel bills to an agency's wallet, such as texts, calls and email. Markup depends on the agency plan.
- Reputation managementHighLevel's Reputation area, where a business sends review requests to customers and tracks the requests it has sent.
- Review requestA message asking a customer to leave an online review, sent manually, from the Reputation tab or by a workflow action.
S
- SaaS modeA HighLevel feature set that lets an agency sell the platform to its own customers under its own plans and prices, with a sub-account created after checkout.
- Smart listA saved, filtered view of contacts that updates itself as contacts start or stop matching the filters you set.
- SnapshotsA reusable copy of a sub-account's setup, such as workflows, funnels and pipelines, that can be loaded into other sub-accounts. It does not copy contacts.
- Stripe integrationConnecting a Stripe account to a HighLevel sub-account so it can take payments; SaaS mode version 1 also relies on Stripe.
- Sub-accountA separate HighLevel workspace for one business, usually a client of an agency. HighLevel's documentation also calls a sub-account a location.
- SurveyA multi-step question form built in the same builder as forms. HighLevel's help center documents forms and surveys together.
T
- Trigger linkA trackable link placed in an SMS, email or DM that records a click on the contact's timeline and can start an action in a workflow.
- Twilio (agency-managed)An option for an agency to use its own connected Twilio account for eligible locations, instead of HighLevel's built-in LC Phone.
W
- WalletThe prepaid balance in an agency account that pays for usage such as texts, calls and email, refilled automatically from a card. Full guide: HighLevel usage costs: SMS, email, calls, AI (dated)
- WebsiteA multi-page site built in HighLevel's page builder under Sites, which visitors can browse freely, unlike an ordered funnel.
- White labelPresenting HighLevel under your own brand, with your domain, logo and app, instead of HighLevel's. Full guide: HighLevel white label: what you can brand, what you can't
- Workflow mapA visual view of the workflows in a sub-account and the assets they use, such as tags, forms, calendars and pipelines.
- WorkflowsHighLevel's automation builder. A workflow starts from a trigger, such as a form submission, and then runs actions, such as sending a message.
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