1PriceSwipes Agent Training

Learn the basics of GoHighLevel so you can work faster and close more deals.

GoHighLevel, also called GHL, is where you keep your leads, follow-ups, appointments, notes, and deal progress organized. The better you use it, the less time you waste searching for information and the more time you have to contact prospects, follow up, and make money.

Why this matters Basic training Daily routine Field agents Mobile app Get help

Why using GHL correctly helps you make more money

This is not about learning software just to learn software. This is about keeping track of every lead, every conversation, every appointment, and every next step so you do not lose opportunities. If your contacts are organized and your follow-ups are clear, you can move faster and spend more time selling.

If you use GHL correctlyHow it helps you
You can find every contact quickly.You waste less time searching and can call or message faster.
You can see what happened last.You do not repeat yourself or forget important details.
You can track every opportunity.You know which deals need attention now.
You work from the Opportunities tab every day.Your pipeline becomes your call list, follow-up list, and money map.
You disposition leads correctly.You know who is active, who needs another call, who is aged, and who should not waste your time today.
You can use tasks and calendar reminders.You follow up on time instead of letting leads go cold.

Basic GHL training

Start here. These are the everyday skills an individual agent needs before worrying about anything more complicated.

Module 1

Logging in and knowing where things are

Your first goal is simple: log in, look at the left-side menu, and know where the main areas are.

  1. Log in to GHL using the link and login information you were given.
  2. Look for the main menu on the left side of the screen.
  3. Find Contacts, Conversations, Opportunities, Calendars, and Tasks.
  4. Do not change settings unless you were told to. For basic use, you are mostly working inside the main work areas.
Practice: Open each main area once so you know where it is. You do not need to memorize everything today.

Open the beginner overview video on YouTube

Module 2

Finding contacts

A contact is a person or lead. Before adding someone new, always search first. This helps prevent duplicates and keeps your leads organized.

  1. Click Contacts.
  2. Use the search bar to search by name, phone number, or email address.
  3. Open the contact record and review the phone, email, notes, messages, tasks, appointments, and opportunities.
Money reason: When you can find contacts fast, you can follow up faster and avoid losing a lead because you could not find the information.

Open the contacts video on YouTube

Official GHL help: creating a contact

Module 3

Adding a new contact

Add a contact when the person is not already in GHL. Keep it simple and accurate.

  1. Click Contacts.
  2. Search first to make sure the contact does not already exist.
  3. Click the button to add or create a contact.
  4. Enter the person’s name, phone number, email address, and any other required information.
  5. Save the contact.
  6. Add a short note explaining where the lead came from and what should happen next.
Practice: Add a test contact only if you have permission to use test records. Otherwise, watch the process and ask before creating records.
Module 4

Using Conversations for messages

Conversations is where you check messages with leads and customers. Think of it like your GHL inbox.

  1. Click Conversations.
  2. Open a message thread.
  3. Read the previous messages before replying.
  4. Reply clearly and professionally.
  5. If a follow-up is needed, create a task so you do not forget.
Money reason: Quick, organized replies help you keep leads warm and stop opportunities from slipping away.

Open the conversations video on YouTube

Module 5

The big lesson: work your pipeline from the Opportunities tab

An opportunity is a possible deal. A pipeline shows where that deal is in the sales process. For an agent, the Opportunities tab should become the main place where you decide who to call, who to follow up with, who is waiting on you, and who needs to be moved to the correct stage.

Important habit: Do not only work from memory, paper notes, text threads, or random web leads. Open Opportunities, look at your pipeline, and work the leads that are sitting in front of you. Your pipeline is your daily sales board.
  1. Click Opportunities.
  2. Choose the correct pipeline if more than one appears.
  3. Look at the stages from left to right so you know what is new, what needs contact, what is active, and what is getting old.
  4. Open the opportunity before calling or messaging so you can read the contact details, notes, prior messages, tasks, and current stage.
  5. After you call, visit, text, email, or follow up, update the opportunity immediately.
  6. Move the opportunity only when the lead truly belongs in the next stage.
  7. Add a note and create the next task before you leave that record.

What dispositioning a lead means

Dispositioning means marking the lead correctly after you work it. In plain English, it means you are answering: What happened with this lead, where does it belong now, and what should I do next? A good disposition keeps your pipeline honest. A bad disposition makes you waste time, miss follow-ups, and lose money.

What happenedCorrect GHL actionWhy it matters
You reached the lead and they are interested.Move the opportunity to the correct active stage, add a note, and create the next follow-up task.You keep momentum and know exactly what to do next.
You reached the lead but they need time.Keep them in the correct follow-up stage, add what they said, and set a task for the right day.You do not forget them just because they were not ready today.
You called and got no answer.Do not pretend it is worked. Add a short note such as “No answer,” and set the next call task if needed.You can see the real history and keep calling with a plan.
The lead is not a fit or clearly says no.Mark or move it according to the correct lost/not-interested process for your account.You stop wasting prime selling time on a lead that is not moving.
The lead has been sitting too long with no action.Treat it as aged and put it into your weekly or biweekly re-call routine.Old leads can still produce money, but only if you work them on purpose.

How to work aged leads every week or every other week

Aged leads are leads that have been sitting for a while, went quiet, or did not move after earlier contact attempts. They are not always dead. They can become a weekly or biweekly cold-call and re-call list. Pick a set time, open the right pipeline stage or filtered view, and call through the list. After each call, disposition the lead again so the pipeline stays clean.

  1. Open Opportunities and look for older leads or stages that need re-calling.
  2. Call through the list one by one instead of jumping around randomly.
  3. After each call, add a short note: reached, no answer, left message, interested, not interested, or follow up later.
  4. Move the opportunity to the right stage if the status changed.
  5. Create a task for the next action if the lead is still worth working.
  6. If the lead is clearly done, mark it correctly so it does not clog your active pipeline.
Money reason: Your pipeline is where your future deals live. Clean dispositions tell you where the money is, who needs action today, and which aged leads are worth another call.

Open the opportunities and pipelines video on YouTube

Official GHL help: understanding opportunities

Module 6

Using the Calendar

The calendar helps you see appointments and scheduled activity. If appointments are part of your process, this is where you check your schedule and make sure the contact information is correct.

  1. Click Calendars.
  2. Review upcoming appointments.
  3. Open the appointment and confirm the contact name, date, time, and details.
  4. If something looks wrong, use the support form instead of guessing.
Money reason: Missed appointments and wrong details can cost deals. Checking the calendar keeps you prepared.

Open the calendar video on YouTube

Module 7

Adding notes

Notes help you remember what happened with a lead. Keep notes short, clear, and useful for yourself when you come back later.

  1. Open the contact or opportunity.
  2. Find the notes area.
  3. Write what happened, what the lead wants, and what you should do next.
  4. Save the note.
Weak noteBetter note
Called. Interested.Called John. He wants pricing by Friday. Follow up tomorrow at 10 AM.

Official GHL help: using notes

Module 8

Using tasks so you do not forget follow-ups

A task is a reminder to do something later. If a lead needs a call, message, appointment confirmation, or follow-up, create a task.

  1. Open the contact or opportunity.
  2. Create a task.
  3. Give it a clear title, such as “Call John about pricing.”
  4. Choose the correct due date and time.
  5. Save it and check your tasks daily.
Money reason: Most deals are won by consistent follow-up. Tasks help you remember who needs attention.

Official GHL help: task management

Your daily money-making GHL routine

Use this simple routine every workday. It keeps your pipeline clean and helps you stay focused on the leads most likely to turn into money.

WhenWhat to doWhy it helps
Start of dayCheck tasks and calendar.You know who needs attention first.
Before contacting a leadOpen the contact and read notes, messages, and opportunity status.You sound prepared and professional.
After each call or messageAdd a short note.You remember what happened later.
When a next step is neededCreate a task with a due date.You do not forget follow-ups.
End of dayReview opportunities and make sure active deals have a next step.You keep deals moving instead of letting them sit.

For boots-on-the-ground agents: do not wait to update GHL

Many agents are not only sitting at a desk working web leads. If you are out visiting businesses, canvassing, networking, dropping in, or talking to prospects in person, GHL still matters. The lead is not truly worked until the contact, note, task, and pipeline disposition are updated.

Best habit: If possible, bring your laptop. After a visit or canvassing block, connect your laptop to your phone hotspot or stop somewhere with Wi-Fi. Then update your notes, tasks, and opportunity dispositions right away while the conversation is still fresh.
Field situationWhat to do in GHLWhy it helps you
You just visited a prospect.Open or add the contact, write the note, and update the opportunity stage.You do not forget names, objections, pricing questions, or follow-up promises.
You collected a card, phone number, or business name.Add the contact as soon as you can and note where you met them.You turn field activity into a real follow-up list.
The prospect said to call back later.Create a task with the correct day and time.You keep the promise and look more professional.
The prospect was not interested today.Disposition the lead honestly and decide whether it belongs in an aged re-call list.You keep the active pipeline clean while still saving possible future money.

Do not stack up a full day of field conversations and try to remember everything later. The longer you wait, the more details you lose. Quick updates after each visit or block of visits make your follow-up sharper and your pipeline more useful.

Using the mobile app when you are away from your laptop

The laptop is usually easier for longer notes, pipeline cleanup, and end-of-day review. The mobile app is helpful when you are moving around and need to check a contact, read a message, view an appointment, or enter a quick update. HighLevel says its mobile app is called LeadConnector and can be used for conversations, notifications, calendar and appointment views, contacts, and sales activity.

  1. On your phone, open the App Store if you use iPhone or Google Play if you use Android.
  2. Search for LeadConnector.
  3. Download the app.
  4. Log in using the same login information you use for GHL on your computer.
  5. Use the app for quick field updates, but still do a laptop review when you can.
Simple rule: Phone app for quick updates. Laptop for cleaner notes, pipeline review, aged-lead calling lists, and making sure every lead is dispositioned correctly.

Download LeadConnector for iPhone Download LeadConnector for Android

Official HighLevel article: mobile app overview

Need help with GHL?

If you get stuck, do not guess. Use this form and explain what you were trying to do, what screen you were on, and what confused you.

Open the 1PriceSwipes help form in a new tab