Naming Conventions That Keep Your GoHighLevel Account Organized
A messy GoHighLevel account almost always shares one root problem: nobody agreed on how to name anything. This guide shows you how to set simple naming conventions that keep your GoHighLevel account organized, scalable, and easy for your team to use.
Need Help Organizing Your GoHighLevel Account?
We clean up, restructure, and document GoHighLevel accounts so your team can find and manage everything easily.
Why Naming Conventions Matter in GoHighLevel
Good naming conventions help you:
- Find the right asset quickly, without guessing.
- See how things connect just by looking at names.
- Onboard new team members faster.
- Avoid breaking important workflows by editing the wrong thing.
You don't need a complex system. You just need consistent rules everyone follows.
Principle 1: Make Names Descriptive, Not Cute
Avoid vague names like "Workflow 1" or "New Funnel." Instead, include:
- Type of asset
- Purpose
- Trigger or audience (when useful)
Ask: "If someone new joined tomorrow, would they understand this name?"
Principle 2: Use Prefixes for Quick Scanning
Prefixes help you visually group assets and scan lists quickly.
Common prefixes:
- Workflows: WF –
- Campaigns: CMP –
- Funnels: FNL –
- Websites: WEB –
- Pipelines: PIPE –
- Tags: SRC:, BEH:, LIFECYCLE:, FLAG:
- Calendars: CAL –
Naming Conventions for Workflows
Recommended pattern: WF – [Purpose] – [Trigger or Source]
- WF – New Lead – Website Contact Form
- WF – New Lead – Facebook Ads Opt-In
- WF – Appt Reminders – Sales Calendar
- WF – Onboarding – New Client Welcome
- WF – Reactivation – Old Leads 90+ Days
Tips:
- Include the specific calendar, form, or trigger when relevant.
- Avoid "Workflow (copy)"—rename as soon as you duplicate something.
- Use descriptions to document what the workflow does in more detail.
Naming Conventions for Funnels and Websites
Suggested pattern: FNL – [Offer] – [Objective]
- FNL – GoHighLevel Audit – Booked Calls
- FNL – Local Service – Quote Requests
- FNL – Webinar – Registration & Replay
- WEB – Main Marketing Site
- WEB – Client Onboarding Portal
Inside funnels, name steps clearly and number them:
- 01 – Landing Page
- 02 – Application Form
- 03 – Booking Calendar
- 04 – Thank You / Next Steps
Naming Conventions for Pipelines and Stages
Pattern: PIPE – [Department or Flow] – [Purpose]
- PIPE – Sales – New Deals
- PIPE – Delivery – Onboarding & Fulfillment
- PIPE – Renewals – Existing Clients
Stages – use short, outcome‑based names:
- New Lead → Contacted / Qualifying → Call Booked → Call Completed → Proposal Sent → Closed Won / Closed Lost
Naming Conventions for Tags
Use prefixes to group them:
- SRC: Facebook Ads, Website, Referral
- BEH: Downloaded Checklist, Attended Webinar
- LIFECYCLE: Lead, Client
- FLAG: VIP, Do Not Contact
Rules:
- Don't create multiple tags that mean the same thing.
- Don't use tags for data that should be in a field (e.g., industry).
- Review tags regularly and merge/clean up as needed.
Naming Conventions for Custom Fields and Custom Values
Custom fields: [Group] – [Descriptive Name]
- Business Info – Industry
- Business Info – Monthly Revenue
- Sales Data – Primary Offer
- Onboarding – Start Date
Custom values – use lower‑case with underscores:
- business_name, support_email, main_booking_link, footer_disclaimer
Naming Conventions for Calendars
Pattern: CAL – [Role/Team] – [Purpose]
- CAL – Sales – Discovery Calls
- CAL – Delivery – Onboarding Calls
- CAL – Strategy – Follow-Up Calls
- CAL – Sales – John – Discovery Calls (for individual reps)
Implementing Naming Conventions Without Chaos
If your account is already full of inconsistently named assets, introduce naming conventions in phases:
- Define your naming rules in a simple document.
- Start renaming new assets using the new system immediately.
- Gradually rename high‑impact existing assets (critical workflows, main funnels, core pipelines).
- During a cleanup project, rename and reorganize legacy items.
- Communicate your conventions to everyone who builds in the account and make them part of your SOPs.
Need help organizing your account? Our GoHighLevel Optimization & Cleanup service includes full naming convention implementation and asset reorganization.