Leads

📋

The Leads Page

Open/Won/Lost statuses, follow-up sorting, overdue leads, filters, market filter and bulk actions

Everyone

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➕

Create and Edit a Lead

The lead form: contact details, setter and closer, dates and notes

Everyone

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📇

The Lead Detail Page

Details, contracts with the opening history, current note, notes history with origin and «Notify colleagues», lead timeline

Everyone

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📝

Logging a Follow-up

The guided dialog: outcome, what came up, next step and date

Everyone

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✨

The AI-Written Note Draft

The AI writes the call note before you correct it: recording, draft, drafts to review

Everyone

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⏰

Follow-up Reminders

When reminders go out, on which channels and who receives them

Everyone

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🔌

Receiving Leads from GHL, Zapier or Make

Create the inbound webhook, the accepted fields and duplicate handling

Admin

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📥

Importing Leads from a CSV File

Column mapping, preview, choosing which existing leads to update, and the required permission

Everyone

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🔁

Convert, Archive and Delete a Lead

From lead to client (notes, calls and appointments follow), moving to Won or Lost, and deletion (admin only)

Everyone

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📅

Agenda and appointments

The Week, Month and List views, the Join button, appointments from GoHighLevel, client emails and time zones

Everyone

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✏️

Edit, Reassign and Cancel an Appointment

From the Agenda, changes are written back to GoHighLevel and Google: available closers, rescheduling, reassignment, cancellation and what happens to the recording

Everyone

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📆

The closer's Google Calendar

Connect your own Google Calendar: calls with a video link land in the Agenda, matched to leads and clients

Everyone

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🎥

Call recordings

The bot that records Agenda calls: the Recording chip, the page with video, transcript and AI notes, locking and video expiry

Everyone

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🧩

Record from the browser (Chrome extension)

The Chrome extension that records the call when the bot cannot join: install, link, Alt+Shift+R, lead matching, offline

Everyone

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🗓️

Booking link (Calendly-style)

The public link of setters, closers and the agency, at the top of the Agenda: the prospect picks a free slot in their time zone, the call lands in the Agenda on the existing lead or client, or on a new lead, and goes into their calendar

Everyone

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✉️

Communications: client email replies

Client replies to SalesControl emails inside the app: replying from your inbox, «To match», open tracking, on-demand AI note, who sees what

Everyone

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🌍

Multi-country markets

Declare your agency's markets: colour in the Agenda, member markets, GoHighLevel sub-accounts, one booking page per market, call language, filtering and moving leads and clients

Admin

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