THE RESULT YOU'RE WORKING TOWARD
Done means it works.
Every new test enquiry has an accountable owner and an accessible next action.
Practice project: Harbor enquiry recovery01 / GET READY
Before you start.
- Platform / editor
- HighLevel workflows and contact records
- Access & plan
- Demo sub-account, test contacts and a known enquiry source. Real messages and calls require separate approval; use internal tasks or previews for dry runs.
- Starting point
- Complete the previous lesson or use an equivalent prepared demo project.
Keep a note of the exact account, project and version you use. Work with demo data and record the expected result before making changes. Never place passwords, verification codes or private customer records in your evidence.
02 / LEARN THE TOOL
Open the official walkthrough.
Use the publisher's instructions and available screenshots to locate the current controls. Then return here for the SETLY exercise and its result checks. These links open on the publisher's website.
Source credit belongs to the named publisher. These are external references, not SETLY recordings or a claim of affiliation. Screen names and plan availability can change.
03 / PUT IT INTO PRACTICE
Your task, step by step.
Use one labelled demo record or project so you can find your work again. Finish each action before continuing; if the screen differs, consult the matching official source rather than guessing.
- 01
Step 1
Choose an assignment rule for the demo: all home-care enquiries go to the designated demo user.
- 02
Step 2
Add the assignment action after the intake trigger and before creating a follow-up task. Confirm the chosen user has the needed access.
- 03
Step 3
Run one test and inspect both the contact owner and the task owner, since they may be separate fields.
- 04
Step 4
Test the unassigned case deliberately. Define a fallback queue or internal alert when the expected user is unavailable.
04 / GET UNSTUCK
If something goes wrong.
Start with the likely cause
If a task is owned but the contact is not, inspect the two assignment settings independently.
My screen is different from the guide
Check the product, editor, account role and selected project first. Open the credited official instructions for your version. Record the difference and pause any action whose effect you cannot verify.
The screen looks correct, but the result is missing
Inspect the saved record, published page or execution log that should prove the action. A preview, success message or draft is not always evidence that data was stored or a message was delivered. Retest with one unique demo value.
05 / PROVE THE RESULT
Check it before you call it done.
Every new test enquiry has an accountable owner and an accessible next action.
Keep useful evidence
Record the test date, project/version, expected result, observed result and a non-sensitive screenshot or record reference. Mark anything you did not test as untested. Your checkmarks do not certify an untested result.
Download the editable verification checklist ↓Guide status: original written practice exercise with credited external references. SETLY screen recording and independent learner reproduction are not yet complete.