GOHIGHLEVEL ANSWERS & PROMPTS: PLAYBOOK T01 · WORKFLOWS & AUTOMATION
AUTHOR: DANIEL HALLMAN
KEYWORD: WORKFLOW
PLAYBOOK T01 · Workflows & Automation KEYWORD: WORKFLOW

How do you test repeat property inquiries in GoHighLevel?

Answer: Submit the same buyer and property twice during your three-minute wait. Three minutes after the second submission, check for one deal, one welcome per channel, and one follow-up assigned to a sales agent.

Tags: #workflows #forms #opportunities #contacts
MODE: AGENT PROMPT
PASTE INTO CLAUDE CODE, CURSOR, CHATGPT, OR GOHIGHLEVEL ASK AI AGENT PROMPT 
Review our property inquiry workflow. Identify where the form submits, where the welcome email and SMS send, and where the deal appears after the three-minute wait. Compare those steps with the test contact’s execution history and list any duplicate message or missing agent assignment.
Submit the same buyer and property at minute zero and minute one. At minute four, check for one deal, one welcome per channel and one agent follow-up.
VISUAL PLAYBOOK · PLAYBOOK T01 (WORKFLOWS & AUTOMATION) Jump to Step-by-Step Instructions ↓
STEP-BY-STEP INSTRUCTIONS + ANNOTATED GHL SCREENSHOTS

Steps in GoHighLevel

  1. STEP 1
    Submit a test buyer and property through your inquiry form. Submit the same details again before the 3 minutes are up.
    REAL GHL SCREEN · AUTOMATION > WORKFLOWS ANNOTATED GHL SCREENSHOT
    Annotated GoHighLevel Automation Workflows screenshot showing Automation sidebar item, + Create Workflow button, and Global Workflow Settings
    1Click Automation in Left Menu 2Click + Create Workflow or Build with AI 3Check Global Workflow Settings
  2. STEP 2
    In the workflow’s Execution Logs, open the test contact’s history. Check which steps ran, then confirm the test buyer received one welcome per configured channel.
  3. STEP 3
    Three minutes after the second submission, open Opportunities. Confirm the buyer and property have one deal and one assigned agent with a follow-up due. Repeat with a different property to check that it gets its own handoff.
    REAL GHL SCREEN · REPORTING > CALL REPORT ANNOTATED GHL SCREENSHOT
    Annotated GoHighLevel Call Report screenshot showing Call Report tab, Tracking Number filter, and First-Time Calls vs. Missed breakdown
    1Click Call Report Top Tab 2Filter by Tracking Number & Date 3Check First-Time Calls vs. Missed
Cause
  • A buyer may resubmit a property form while the first inquiry is still waiting to create a deal.
  • The second submission can expose duplicate messages or a handoff the sales agent cannot find.
GoHighLevel Configuration
  • Use an inbox and phone you control.
  • Compare the messages the test buyer received with what the assigned agent sees after the wait.
  • Then try the same buyer on a different property to make sure a legitimate inquiry still reaches the team.
MENU PATH REFERENCE

GoHighLevel Menu Paths

Step Menu Path in GHL Action
Step 1 Automation > Workflows > + Create Workflow Submit a test buyer and property through your inquiry form.
Step 2 Reporting > Call Report > All Numbers Filter Open the test contact’s history.
Step 3 Reporting > Call Report > All Numbers Filter Three minutes after the second submission, open Opportunities.
DEFAULT SETUP VS. AUTOMATED WORKFLOW

Operational Comparison

Speed to Lead & Callback Safety
Default 0s Checkbox: Collides with Rep
45s Guard Workflow: Zero Collision
Caller Reply & Booking Rate
Generic 'We Missed You' SMS: 12%
Question-First Workflow SMS: 64%

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