CRM overview

The CRM is the per-business view of every contact, booked call, and closed deal. It pulls live data from the GoHighLevel location connected to the business and enriches it with Stripe spend when Stripe Connect is linked. Open it from the left sidebar under Operations → CRM. The contents reflect the business selected in the top-left Business Space dropdown.

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Three tabs

The CRM is split into three tabs, each focused on a different stage of the funnel:

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Shared controls

Every tab shares the same toolbar:

• Date range picker — Filter to a window (for example, 24/05/2026 ~ 31/05/2026).
• Attribution selector (Leads and Calls only) — Pick First Attribution or Last Attribution for UTM joins.
• Facebook report toggle (Leads and Calls only) — Switch the table into Facebook-attribution mode for ad-side reporting.
• Filters (funnel icon) — Open expandable filter cards (Lead qualification rules, Qualified / Disqualified, Appointment Status, UTM Source, etc.).
• Columns — Show, hide, and reorder columns per user.
• Export — Download the current view as CSV.

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Filter cards

Above every grid, collapsible filter cards expose the common slicers. Each card expands into checkboxes or dropdowns specific to that dimension. Common cards across tabs:

• Lead qualification rules — Filter by which rule a contact matched (or none).
• Qualified / Disqualified — Quick toggle for qualification state.
• Appointment Status — Show, no-show, rescheduled, cancelled.
• UTM Source — Slice by traffic source.
• Call Type (Calls tab only) — Self-booked, manually booked, etc.
• Lead Quality Feedback (Calls tab only) — Rep feedback after the call.

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Row-level controls

Every row in every tab has:

• History icon — Opens the full event history for that contact (form submissions, status changes, appointment edits, notes).
• Checkbox — Multi-select for bulk actions (export, mark spam, change qualification).
• Mark spam action — Tag the contact as spam so it disqualifies in rules and disappears from reporting.

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How the data is built

• Contacts come from GHL via the per-business GoHighLevel integration.
• Qualification is decided by the Lead qualification rules in business settings.
• Calls come from GHL calendars and appointment records.
• Sales read from the GHL custom fields you map in Revenue Settings (Contract Value, Cash Collected, Date Closed) plus Stripe orders/invoices when Stripe Connect is linked.

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Next steps