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📋 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.

🆕 What’s Included

Each sub-account now shows total counts for:

  • 👥 Contacts Created

  • 📆 Calendars Created

  • 🛠️ Pipelines Created

  • 🛒 Products Added

  • ✉️ Email Templates Created

  • ⚙️ Workflows Created

  • 📈 Funnels Created

  • 🌐 Websites Created

📍 Where to Find It

Go to:
Health > Click any sub-account from the list to see their full usage summary.

🔄 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.

💡 Why This Matters

  • 🔍 Quickly assess sub-account engagement

  • 🧠 Identify under-utilized accounts for proactive support

  • 📊 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.

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