Module 3 of 8
Learn practical methods to update lead statuses and understand the critical connection between status updates and advertising performance.
The primary method for updating lead status is the drag-and-drop interface. Click on any lead card and drag it to the appropriate column based on the lead's current situation for quick processing of multiple leads.
Leads automatically move between 'Appointment Tomorrow' and 'Appointment Today' columns based on timing. The 'Confirmed' subcategory shows leads who responded to confirmation messages, while 'Ghost' flags leads who haven't confirmed.
When staff correctly categorize appointment outcomes—No Show, Showed No-Buy, or Showed Enrolled—this data is transmitted back to Facebook's advertising platform. Facebook's algorithm uses this to identify patterns and improve lead quality over time.
The system sends automated emails to designated staff members after each appointment with direct links to update the lead's status with a single click, eliminating the need to log into GoHighLevel.
For leads that need to move to distant columns, click into the lead's detail view, navigate to the Opportunities section, click the edit icon, and select the new stage from a dropdown menu.
Updating lead status after appointments is the single most important daily task
Multiple methods exist for updating status—drag-and-drop, detail view, and email links
The system's automated email reminders ensure staff never forget this critical step
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