Your CRM at a Glance¶

This page explains how your GoHighLevel instance is structured — how companies, contacts, notes, and deals all connect.

The Three Core Objects¶

Your CRM is built around three connected objects:

graph TD
    A["<b>Company</b><br/>75 organizations<br/>LP Targets, Consulting Firms,<br/>Agent Firms, Service Providers"] -->|has many| B["<b>Contact</b><br/>162 people<br/>Primary, Secondary,<br/>Consultants, Agents"]
    B -->|has many| C["<b>Note</b><br/>313 historical records<br/>Meetings, calls,<br/>interactions since 2019"]
    A -->|tracked in| D["<b>Opportunity</b><br/>Pipeline deals<br/>Prospecting through<br/>Closed Won/Lost"]
    B -->|linked to| D

Companies are the top-level records — the organizations you're building relationships with. Contacts are the people at those companies. Notes capture every interaction. Opportunities track deals through your fundraising pipeline.

Company Types¶

Every company in your CRM is classified as one of four types:

Type	What It Means	Count
LP Target	Potential limited partners — pension funds, endowments, family offices	42
Consulting Firm	Firms that advise LPs on fund selection (gatekeepers)	19
Agent Firm	Independent agents who connect GPs with LPs	14
Service Provider	Support firms (legal, compliance, etc.)	—

Why this matters

Company Type is a custom field, not a tag. A company can only be one type. This distinction drives how you prioritize outreach and measure your pipeline.

How Data Connects¶

Here's the practical flow:

You meet someone at a conference → Create the Company first (if new), then Create the Contact and link them
You have a call → Add a Note to the contact record with what was discussed
You identify a real opportunity → Create an Opportunity in the pipeline and link it to the contact and company
You need to follow up → Create a Task with a due date

Everything links back to the company. When you open a company record, you see all its contacts, all their notes, and all related opportunities — the complete picture.

Custom Fields vs. Tags¶

GHL Guide: Custom Fields | GHL Guide: Managing Tags

Your CRM uses two systems for categorizing data:

	Custom Fields	Tags
What	Structured dropdowns, dates, numbers	Flexible labels
Example	Company Type = "LP Target"	"Active", "High-Value", "Texas"
When to use	Data that has one correct answer	Attributes that can stack or change
Best for	Reporting, filtering, sorting	Quick categorization, searching

Custom fields answer "what is this?" — Company Type, Tier, Fund Type. A company is either an LP Target or it isn't.

Tags answer "what else is true?" — a company can be Active, High-Value, and based in Texas all at the same time.

Both are searchable and filterable. See Quick Reference for the complete list.

What's Already Configured¶

Your instance comes pre-loaded with:

13 custom fields across companies and contacts
96 tags organized in 15 categories
10-stage fundraising pipeline (Prospecting through Closed)
Historical notes dating back to 2019

You don't need to set anything up — just start using it.