June 6th, 2025
New
π New: Sub-Accounts Usage Summary Now Available
Want a quick snapshot of what your customers are building inside their accounts?
You can now view a feature-by-feature usage summary for every sub-account in GoCSM.
π Whatβs Included
Each sub-account now shows total counts for:
π₯ Contacts Created
π Calendars Created
π οΈ Pipelines Created
π Products Added
βοΈ Email Templates Created
βοΈ Workflows Created
π Funnels Created
π Websites Created
π Where to Find It
Go to:
Health > Click any sub-account from the list to see their full usage summary.
π Important: Re-Integration May Be Required
To see this data on your accounts, you may need to reintegrate GoCSM from your GHL account.
This ensures all usage metrics sync properly.
π‘ Why This Matters
π Quickly assess sub-account engagement
π§ Identify under-utilized accounts for proactive support
π Use data to drive onboarding, upsells, and retention
Now live on your GoCSM Dashboard > Health > Sub-Accounts view.
Need help reintegrating? Join a support session or check help.gocsm.com.