How to Manage Leads & Update Order Statuses in GHL

Watch this training video before taking your first customer call. Follow the exact pipeline rules below to keep the fulfillment team updated in real time.

Call & Confirm Details

Call New assigned leads immediately upon receiving the push notification. Verify their order details using the Onboarding PDF sent to you earlier as inspiration.

Update Pipeline Stage

Move the contact card to "Confirmed Order" or "Sent to Deliiivery Agent / Rescheduled" in the GHL Opportunities view. Add clear call notes.

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