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4

Adding External Leads to the System

Module 4 of 8

Watch the complete video before proceeding to the quiz

Overview

Master the process of manually adding individual leads to GoHighLevel and triggering automated messaging sequences.

Video Sections

00:00 - 00:40

Introduction to Manual Lead Entry

Staff frequently collect lead information through phone calls, walk-ins, community events, referrals, or partnerships. These external leads need to be manually added to GoHighLevel to ensure they receive automated follow-up.

00:40 - 01:30

Adding Individual Leads via Opportunities

Navigate to the Opportunities tab and select the Leads 2.0 pipeline. Click 'Add Opportunity' and create a new contact by typing the person's name. Enter the lead's email address and phone number—both are required for automated messages.

01:30 - 02:08

Applying the Manual Lead Tag

The most critical step is applying the 'Manual Lead' tag. Without this tag, the lead will sit in the system but won't receive any automated messages. Click 'Add Tags' on the opportunity card and type 'Manual Lead.'

Learning Outcomes

Manually add individual leads to GoHighLevel
Apply the correct tag to trigger automated messaging sequences
Understand when to use individual entry versus bulk import methods

Key Takeaways

The 'Manual Lead' tag is essential—without it, manually added leads won't receive automated messages

Individual leads should be added through the Opportunities tab for immediate pipeline visibility

Both email and phone number are required for the automated messaging system to function

Module Quiz

You need 80% to pass

1. What tag must be applied to manually added leads to trigger automations?

2. Where should you go to add a single external lead?

3. What information is required when creating a new contact?

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