1PriceSwipes Agent Training

Learn GHL by working your pipeline first.

GoHighLevel, also called GHL, is where you keep leads, conversations, appointments, notes, tasks, and deal progress organized. The main lesson is simple: start in Opportunities, work your pipeline, disposition every lead correctly, and use Contacts only when you need to look up or create the record behind the opportunity.

Why this matters Pipeline-first habit Videos + screenshots 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 knowing which lead needs action today, what happened last, and what the next step should be. If you work from Contacts only, you can easily turn GHL into a phone book. If you work from Opportunities, the pipeline becomes your call list, follow-up list, and money map.

If you use GHL correctly	How it helps you
You start in Opportunities.	You see which deals need action now instead of randomly searching Contacts.
You open the opportunity before calling.	You can read notes, messages, tasks, and the current stage before you talk.
You disposition every lead after you work it.	You know who is active, who needs another call, who is aged, and who should not waste your time today.
You use Contacts as the supporting record.	You can look up phone numbers, emails, and history without making Contacts your main work list.
You create tasks and calendar reminders.	You follow up on time instead of letting leads go cold.

The most important habit: work Opportunities first

Watch this first

Open the opportunities and pipelines video on YouTube

Real redacted GHL launchpad screen showing the starting navigation area for the account. — Real GHL screen: use the left navigation to orient yourself before opening the work modules.

Real GHL opportunities pipeline board showing pipeline cards populated with fake sample lead data. — Real GHL screen with fake sample data: start in Opportunities and work one pipeline card at a time.

Plain rule: Contacts is where the person record lives. Opportunities is where the deal is worked. Start in Opportunities, open the card, work the lead, then update the stage, note, and next task before leaving.

Basic GHL training with video first, then screenshots, then steps

Each module starts with the video so the agent can watch the idea first. After the video, the screenshot shows where to click. The written steps are only there to make the habit clear.

Module 1

Know where the main areas are

Watch this first

Open the beginner overview video on YouTube

Real redacted GHL contacts list showing where contact records can be searched and opened. — Real GHL screen: Contacts supports the pipeline workflow; it is not the main daily call list.

Log in to GHL using the link and login information you were given.
Look at the left-side menu so you know where the main areas are.
Remember that Opportunities is the daily work board. Contacts, Conversations, Calendar, Notes, and Tasks support the pipeline.
Do not change settings unless you were told to.

Module 2

Work the pipeline and disposition each lead

Watch this first

Open the opportunities and pipelines video on YouTube

Real redacted GHL add contact panel showing fields for creating a new contact record. — Real GHL screen: use Add Contact only when the person is not already in the system.

Real GHL conversations inbox structure populated with fake sample message previews for training. — Real GHL screen with fake sample data: Conversations is where messages are reviewed before replying.

An opportunity is a possible deal. A pipeline shows where that deal is in the sales process. For an agent, the Opportunities tab should be 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.

What happened	Correct action inside the opportunity	Why 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.	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 has been sitting too long.	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.

Do not work randomly from Contacts. If you only search Contacts and call people from there, you may miss the stage, the last action, or the next task. Work the opportunity card so the pipeline stays honest.

Module 3

Add a contact only when the person is not already in GHL

Watch this first

Open the contacts video on YouTube

Real redacted GHL calendar week view showing the scheduling interface. — Real GHL screen: use Calendar to confirm appointments and protect follow-up time.

Real GHL tasks screen populated with fake sample task rows for follow-up training. — Real GHL screen with fake sample data: Tasks keeps follow-ups visible so leads do not go cold.

Contacts is important, but it is not the daily money board. Use Contacts when you need to look up a person, check their phone or email, prevent a duplicate, or add a new person you met in the field.

Search first by name, phone, or email so you do not create a duplicate.
If no record exists, click Create Contact.
Enter the person’s name, phone number, email address, and any required information.
Add a short note showing where the lead came from and what should happen next.
If this is a real sales lead, make sure it is connected to the correct opportunity or pipeline process.

Official GHL help: creating a contact

Module 4

Use Conversations for messages, then update the opportunity

Watch this first

Open the conversations video on YouTube

Visual note: This section uses the written steps and video above. No duplicate screenshot is shown here because only distinct real screenshots are included.

Click Conversations when you need to read or reply to messages.
Read the previous messages before replying.
Reply clearly and professionally.
If the lead’s status changed, go back to the opportunity and update the stage, note, and next task.

Module 5

Use Calendar and Tasks so follow-ups do not get lost

Watch this first

Open the calendar video on YouTube

Visual note: This section uses the written steps and video above. No duplicate screenshot is shown here because only distinct real screenshots are included.

The calendar helps you see appointments. Tasks remind you what to do next. These tools support the pipeline; they do not replace the need to disposition the opportunity after each real contact attempt.

Check your calendar for upcoming appointments.
Check tasks to see who needs follow-up today.
Before contacting the lead, open the opportunity so you understand the stage and notes.
After the call, visit, text, or email, update the opportunity and create the next task if needed.

Official GHL help: task management

Your daily money-making GHL routine

Watch this first

Visual note: This section uses the written steps and video above. No duplicate screenshot is shown here because only distinct real screenshots are included.

When	What to do	Why it helps
Start of day	Open Opportunities first and look at the pipeline stages.	You see where the money and follow-ups are.
Before contacting a lead	Open the opportunity card and read notes, messages, tasks, and current stage.	You sound prepared and do not repeat mistakes.
After each call, text, email, or visit	Disposition the opportunity: update stage, add note, and create the next task.	The pipeline stays clean and honest.
Weekly or biweekly	Open aged leads or older follow-up stages and call through the list.	You turn old leads into a planned re-call list instead of ignoring them.
End of day	Review opportunities and make sure active deals have a next step.	You do not let good leads sit with no action.

For boots-on-the-ground agents: update GHL right after the visit

Watch this first

Visual note: This section uses the written steps and video above. No duplicate screenshot is shown here because only distinct real screenshots are included.

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 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 open Opportunities and update notes, tasks, and stage dispositions right away while the conversation is still fresh.

Field situation	What to do in GHL	Why it helps you
You just visited a prospect.	Open or create the contact if needed, then make sure the opportunity is updated with the right stage and note.	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, note where you met them, and connect them to the pipeline process.	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 inside the opportunity process.	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.

Using the mobile app when you are away from your laptop

Visual note: This section uses the written steps and video above. No duplicate screenshot is shown here because only distinct real screenshots are included.

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.

On your phone, open the App Store if you use iPhone or Google Play if you use Android.
Search for LeadConnector.
Download the app.
Log in using the same login information you use for GHL on your computer.
Use the app for quick field updates, but still do a laptop pipeline 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.

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