GoHighLevel CRM Task Automation

I need my GoHighLevel account configured so it becomes the single place my team tracks every sales-related task. The priority is customer relationship management, not broad lead gen or complicated funnels, so the setup should center on task management that keeps our sales activities moving without anything slipping through the cracks.

Here’s what I’m looking for:
• Clean initial configuration of GoHighLevel with the right custom fields, pipelines, and calendars needed for a sales-driven CRM.
• Automated task creation tied to key events—new lead enters a pipeline stage, appointment booked, deal moved forward, etc.—so my reps instantly see what they must do next.
• Streamlined views that show each rep only their own tasks, deadlines, and follow-ups in one dashboard.
• Notification logic (email, in-app, SMS) to make sure a sales activity is never missed.
• Brief Loom walkthrough or quick call at the end so I’m confident maintaining the workflows you build.

If you’ve set up similar sales task automations in GoHighLevel, let’s talk. I’m ready to give you immediate access so you can dive in and have an MVP running quickly, then fine-tune live with real data.