Rebel Convert is a full-featured CRM and automation platform. This article gives you a quick overview of the main areas of the platform and what each one is used for.
Note: This article is a high-level orientation. For step-by-step guidance on any feature, visit the GoHighLevel Help Portal at help.gohighlevel.com — it has thousands of detailed articles and tutorials.
Contacts
Contacts is where all of your leads and clients live. Every lead that comes in through a Rebel Form is automatically added here as a new contact. From the Contacts section you can:
- Search and filter your contact list
- View a contact's full history — calls, texts, emails, notes, and tasks
- Manually add new contacts
- Tag and organize contacts
Conversations
The Conversations hub is your all-in-one inbox. It brings together every text, email, and phone interaction with your contacts into a single view. From here you can:
- Reply to incoming texts and emails
- Send outbound messages to individual contacts
- See all communication history in one place — no switching between tools
Pipelines
Pipelines let you track where every lead stands in your sales or loan process. You can create custom stages (e.g., New Lead, Application Sent, Pre-Approved, Closed) and move contacts through them as they progress. This gives you a visual overview of your entire book of business at a glance.
Automations
Automations are pre-built sequences that run automatically based on triggers — like when a new lead comes in. A typical automation might:
- Send a text within 5 minutes of receiving a new lead
- Follow up with an email the next morning if there is no reply
- Send a voicemail drop on day 3
- Notify you to call if there is still no response after 5 days
Automations ensure that no lead goes uncontacted, even when you are busy.
Calendars
Rebel Convert includes a built-in calendar and appointment scheduling tool. You can share a booking link with leads and clients so they can schedule time with you directly — no back-and-forth email needed.
Where to Learn More
Rebel Convert is powered by GoHighLevel, which has a comprehensive help library with guides on every feature:
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