Memory
Store the facts agents should never have to rediscover.
Prestige Insurance Group uses GoHighLevel CRM with two active pipelines: Lead Pipeline and OBW. Location ID: p8Rg94EUKYhepkfvMP6J.
At Home Luxury targets high-net-worth homeowners for concierge home services in premium markets.
ONSET is a social media and growth marketing agency focused on results-driven content for small businesses.
Levi prefers concise, actionable responses. No fluff. Always provide next steps. Treat as a senior executive who values time.
Prestige has 972 contacts and 115 active opportunities in GHL as of June 2026. OBW pipeline is primary.
OBW pipeline stages: New Hire → Intake Submitted → Quotes Sent → Plan Selected → Pending - Not Paid → HR Review → Active - Approved.
GHL agency API key provides access to all locations. Each location has its own API key for contacts.