The Leads Page
A lead is a contact who isn’t a client yet: an open deal to work on. The Leads page keeps all of them in one place and answers the same question every morning: who do I call, when, and what do I say?
Where to find it
Leads is an entry in the navigation bar. On a phone you’ll find it in the More sheet of the bottom bar.
Who sees which leads
- Admins see every lead in the agency.
- Other members only see the leads where they are the Setter or the Closer. Unassigned leads stay visible to admins only.
- A Sales manager also sees the leads of the members they manage.
How the list is sorted
By default the list is sorted by Next follow-up ascending: the most urgent first, leads without a date at the bottom. But you can sort by any column: every header is clickable — Lead, Phone, Email, Source, Discovery call, Last follow-up, Next follow-up, Notes, Deal, Status and Setter / Closer. One click sorts ascending (up arrow), a second click on the same column reverses to descending (down arrow); the arrow only appears on the active column, highlighted in gold.
Each column sorts the way you would expect: text columns alphabetically (ignoring upper and lower case), date columns — Discovery call, Last and Next follow-up — chronologically. Status sorts Open → Won → Lost, while Setter / Closer sorts by the setter’s name and, on ties, by the closer’s name. Empty values always end up at the bottom when ascending (and at the top when descending: it is the exact reverse order).
The one header that does not sort is Language: it opens the language filter, described below among the filters.
Overdue leads sit at the top, with the row highlighted in red and an Overdue chip. A lead is overdue when its next follow-up is already in the past and the deal is still open. If the follow-up is within seven days you’ll see an in Xd chip instead.
Deal statuses
Every lead has a Status you can change straight from the dropdown in the table:
| Status | Meaning |
|---|---|
| Open | The deal is live: it’s the only status that produces follow-up reminders. |
| Won | The lead has been converted into a client. |
| Lost | The deal is lost. Choosing Lost opens the follow-up dialog, where a reason is mandatory. |
By default the list only shows Open leads. Tick Show Won/Lost to see the closed ones too.
Search and filters
- Search — looks through name, company, email, phone, source and deal status.
- Assignee dropdown — shows the leads where the chosen member is the setter or the closer. It only lists the people in your perimeter: an admin everyone, a sales manager themselves and the people they manage, everyone else themselves. If the perimeter holds a single person the dropdown does not appear at all: there would be nothing to choose.
- Language filter — the Language column header (with the funnel icon next to the label) does not sort: it opens a panel listing the languages actually present among the leads you can see, with no duplicates even when the casing differs. Tick one or more and the list only shows leads with those languages; while the filter is active the header turns gold and shows a badge with the number of selected languages. To clear it, the All languages button sits at the bottom of the panel.
- Show Won/Lost — adds closed deals to the list.
The language filter combines with the other filters (search, assignee dropdown, Show Won/Lost). Whenever you change it, any selection made with the bulk-action checkboxes is cleared.
The market filter
If your agency works across several markets, the market legend appears above the table: one chip per market, plus Other sources for leads whose market cannot be established. The chips are also the filter — click one to keep only that market, click several to add them up, All to clear — and in the Lead column, under the name, every row shows the coloured dot of its market.
A lead’s market is worked out on its own from their language (when exactly one market speaks it), otherwise from the closer, the setter or the PM if they have a single market. You can still pin it by hand in two ways: the Market select in the lead form — where the first entry, Automatic · <market>, tells you what the rule would decide — or the Market bulk action described below.
For legend, filter and dot to appear, two conditions must hold: the agency must have declared two or more markets (an Enterprise plan feature) and you must see more than one. An admin always sees them; a member assigned to a single market does not, because it would be the same colour on every row. With a single market the page stays exactly as it was for everyone.
The columns (and how to customize them)
The Customize button opens the list of available columns: Phone, Email, Source, Language, Discovery call, Last follow-up, Next follow-up, Notes, Deal, Status and Setter / Closer. The Deal column is hidden by default.
Your column choice is saved on the browser you are using, not on your account: on another computer you start again from the default layout.
Long cells (email and source) are truncated: hover over them — or tap them on a phone — to read the full text. Notes open in a dedicated window with the complete text.
Two behaviours worth knowing: if you hide the Language column while the language filter is active, the filter clears itself — so you are never left with an active filter and no visible indicator. Likewise, if you hide the column you are sorting by, sorting falls back to the default: Next follow-up ascending.
When there are many columns
If the active columns do not fit the width of the card — lots of columns switched on from Customize, or a narrow screen — the table scrolls horizontally, but the key columns stay put: on the left the selection checkbox (Admins and Sales managers only), the Follow-up button and the Lead column (name and company); on the right the actions column (Convert to client and the bin). The middle columns — Phone, Email, Source, Language and the rest — slide under the pinned ones, and a thin vertical separator marks the edge of the pinned columns, visible only while scrolling is active.
Pinned cells keep the row’s background: the red highlight of overdue leads and the hover background under the mouse. If every column fits, nothing changes: no scrolling, identical layout. The one trade-off: in horizontal-scroll mode the header no longer stays stuck to the top while you scroll the page vertically — better that than cutting off the actions column.
Row actions
- Follow-up button (the first one on the left, with the notebook icon) — opens the follow-up dialog: this is the main day-to-day action.
- Lead name — opens the lead detail page. Right-click it (or press and hold on a phone) to open the quick actions menu: Open lead, Edit, Follow-up reminder and Convert to client.
- Convert to client — it is the add-person icon in the actions column, with a tooltip (and accessible label) Convert to client; only shown on Open leads.
- Bin icon — visible to admins only.
Admins and Sales managers also get selection checkboxes at the start of each row to act on several leads at once: see The Sales Manager Role.
With leads selected, the action bar lets you reassign them to another rep and set the same next-contact date on all of them. It is the quickest move after a campaign or a trade show: pick the date once and it applies to every selected lead. Follow-up reminders latch onto the new dates by themselves, with nothing else to do.
Since September 2026 Assign setter and Assign closer notify the new assignee exactly like a single lead handoff: one notification goes out for every lead that actually changed (leads already assigned to that person produce nothing), naming who was following it before. The push arrives per lead; the email only if the email channel for lead handoffs is on, and in that case the emails from the same moment are grouped into a single digest.
With markets enabled — and for whoever sees more than one — the bar also has a Market action, which opens the Move to market window: pick the market to assign to the selection, or Automatic (from language and members) to put those leads back under the automatic rule.
The bar also has a Language action, which opens the Set language window and applies the same language to the whole selection (the update runs in batches of 100; at the end a short message confirms how many leads were updated and the selection empties). As for clients, the language is picked from a closed dropdown with the five interface languages — Italiano, English, Español, Deutsch, Français — plus Not set, which removes the language from the selected leads instead of setting one. It is no longer a free text field: a lead’s language feeds the market derivation, the contract language and call transcription, and hand-typed text was recognised by none of those rules.
Lead automations
The lightning button (Automations) at the top right opens the “when this happens to a lead, do that” rules. For example: a lead moved to Lost automatically gets the lost tag in GoHighLevel, and your win-back workflow starts from there.
Automations are available from the Professional plan and only admins manage them: other members do not see the button. On a lower plan the button shows a lock and what you would unlock. See the Subscription Plans.
Rules are grouped by event, in this order:
- New lead — the lead is created, from any channel: form, webhook, import or by hand.
- Call done — the lead’s call is marked as done.
- No-show — the lead did not show up to the call.
- Won — the lead becomes a client.
- Lost — the lead is marked as lost.
- Reopened — a Lost or Won lead goes back to Open.
Each rule takes one of three actions:
- GHL tag — adds or removes a tag on the lead’s GoHighLevel contact. The tag is saved in lowercase.
- Alert the team — sends a notification to the lead’s setter and/or closer and/or the agency admins (at least one). Anyone with more than one role gets a single alert.
- Webhook — sends the lead’s data to an external system with an outbound webhook on the Lead status change event. If you do not have one yet, New webhook creates it without leaving the rule.
Add next to an event creates a rule on that event. Each rule’s row tells you what it does (“Adds the tag lost”, “Alerts Closer and Admin”, “Webhook: name”) and has the switch to turn it on or off, the arrows to change its order within the event, edit and delete. An agency can have up to 50 rules.
A rule only acts on events that happen after you switch it on. Creating it, or switching it back on after turning it off, does not catch up on leads that went Lost yesterday.
GHL tag rules only write on the contact with the GoHighLevel app connected in Settings › Integrations, with permission to edit contacts, and with at least one agency sub-account. If something is missing, the dialog says so in a warning with a link to Integrations; if the app was connected before this permission existed, reconnect it. A tag that already triggers an event from GoHighLevel (GHL tag events) cannot be used: it would create a loop.
The Log tab shows the last 50 actions: the lead (click it to open its page), the event, the action, the outcome (Done, Skipped, Failed, Pending), the reason when it did not go through (for example “The lead has no linked GoHighLevel contact”) and the date and time. A temporary error is retried automatically for a few hours before it becomes Failed.