Settings
Configuration.
The small levers that keep everything else consistent.
Estate
The property this hub represents.
Team
Who's on the marketing team.
Lists
Editable option lists used across the app.
Lead sources
Content channels
Agency roles
Integrations
Where the hub reaches out to other systems.
GoHighLevel
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How to connect
- In GoHighLevel: Settings → Private Integrations → create a new token.
- Grant scopes:
contacts.readonly,opportunities.readonly,calendars/events.readonly,locations.readonly. - Add two secrets in Project Settings → Secrets:
GHL_API_TOKENandGHL_LOCATION_ID. - Come back here and press Test connection.
Website tracking health
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KPI targets & baselines
The bar we're measuring against on the Scoreboard.
KPI
Target
Baseline