How to utilize the training portal
What this means for you: you can reference most, if not all, of HighLevel's own tutorials to learn how a feature works or how to build something new. However, the pipelines, stages, automations, campaigns, and LOS workflows are customized for Ampd Works.
The training resources below cover contact management and communications. Some tutorials are our own because of the customizations we've made; others come directly from HighLevel. You can also access the full HighLevel solutions library for any other feature.
NOTE — The only feature likely unavailable to you is the ability to modify workflows. Workflows are where campaigns are created, and they also control nearly every other automation in the system. We've kept this locked on most subscriptions to prevent accidental changes that could damage overall functionality. Advanced users who want this unlocked can upgrade through the billing section of their CRM account.
Make sure your CRM phone number doesn't show as spam!
Phone Registration Instructions
Follow the steps in this guide to register your number and improve your caller ID reputation.
CRM & LOS Training
Keep Your Automations Running — Critical CRM Skill
Ampd Works CRM automations pause when a lead replies by email or text. You should manually unpause them if:
- The reply was neutral
- You need more information to proceed with the lead
When a lead replies, a tag called paused-replied is applied. When it is removed, the campaign resumes. See below. If you ever need to manually pause a lead, just add that tag back by typing in the Tag Box and selecting it.
Contact view — Tags
Click the X on the paused-replied tag to remove it — this resumes the lead's automations. To pause again, type paused-replied into the Tag Box and select it.
What your support includes.
During your first 60-days after initiating the subscription, you receive direct support and modifications for any feature that pertains to Contact Management and/or Contact Communications.
After your initial 60-days, you still have access to our recurring live Zoom assistance calls and support by email only unless you upgrade your service package.
During the first 60-days of support, you can book 1-on-1 Zoom calls and we'll modify and adapt settings in the system and assist with importing leads and structuring contact placement or campaign activations.
Support covers contact management and communications only. Projects outside that scope — such as funnel building, AI agents, or social media management — aren't included. We can still help with most native HighLevel features, but that work is billed separately. If you have a request like that, just email us.
If you need additional white-glove support beyond the initial 60-days, there's an option below to obtain it.
Join our weekly Zoom training & support calls
Thursday's 1-2p EST (10-11a PST)
Have a question or support need?
Email us any time at vip@dovetailmktg.com
Hours of operation
- Mon-Thur 10a-7p EST
- Fridays 10a-6p EST
- Weekends: Closed
Want 1-on-1 Zoom Support Past Your First 60 Days?
Continue Your White-Glove Support
Keep the same personalized Zoom help and CRM tune-ups after your onboarding period ends. Cancel anytime.
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