Adding New Leads and Missed Calls to Excel Sheet

Introduction

This guide will cover the process of adding new leads and missed calls to an Excel sheet using the Go High Level platform. By the end of this guide, you will be able to efficiently update your Excel sheet with the latest leads and missed calls while ensuring no duplicates are added.

Step-by-Step Instructions

Adding New Leads

To begin with adding new leads, follow these steps:

Access the Opportunity Tab
Navigate to the opportunity tab in Go High Level.
Select the Correct Pipeline
Under the opportunity tab, select the "Credit Repair Leads" pipeline.
Identify New Leads
Focus on the names under "New Lead" in the Credit Repair Leads section. Ensure you do not add duplicates by checking against previously transferred names.
Check for Duplicates
Verify that no duplicate names are added by checking the most recent lead transfer, labeled as NL-GHL, which appears at the top of the list.
Add New Leads to Excel
After identifying all new leads, copy them into the Excel sheet below the last added name, ensuring the correct format.

Adding Missed Calls

Navigate to Missed Call Tab
Go to the missed call tab in your system.
Log into UMA Admin Account
Log in to the UMA admin account and go to the dashboard to access call logs.
Filter Incoming Calls
Ensure call resolution is enabled and filter the incoming calls to identify those marked as "Call Unanswered" or "Sent to Voicemail."
Add Missed Calls to Excel
Add the identified missed calls to the Excel sheet at the end, using the correct format.

Conclusion

By following these instructions and using the provided screenshots as a reference, you should now be able to successfully update your Excel sheet with new leads and missed calls, ensuring accurate and up-to-date records without any duplicates.