Can a client see their leads?

Yes. Their portal and LeadPulse app show their leads only, with sources, and they can update status, notes and sales.

Where do leads come from?

The tracking script captures forms on the client's site; hosted forms, GoHighLevel forms and inbound webhooks via automations create leads too.

Can a lead become a client?

Yes. Convert an agency prospect into a client with one click.

Leads

Leads your client can actually see and work

Leads arrive from the client's website forms, your hosted forms and automations, each tagged with the channel, campaign and click that produced it. You and the client work the same pipeline: they mark what happened and record the sale; you see which marketing made money.

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The Leads list in Agency Pilot with new leads this month, qualified leads, conversion rate and a table of leads with phone, status and source — Every lead with its source and status.

Captured automatically

Website forms via the tracking script, hosted forms, GoHighLevel forms and automations.

Source on every lead

Channel, campaign, keyword, click ID and landing page — first touch and last.

One simple pipeline

New, Contacted, Qualified, Converted and Lost — the same for you and the client.

Sales on the lead

Record the job, repeat work and refunds; lifetime value adds up per customer.

Fraud review

Throwaway emails, fake numbers, bots and repeat clickers flagged before anyone calls.

Notes and history

Notes for whoever picks it up next, and the visitor's timeline before the form.

Leads with their story attached

Every website lead carries the visit that produced it: the ad or search, the landing page, the device and location, the pages viewed and how long they spent before the form. Repeat submissions within half an hour merge into one lead, and phone-only leads are fine.

A lead's notes and the timeline of what the visitor did before becoming a lead — What the visitor did, step by step, before they became a lead.

The client works the leads too

In the portal and the LeadPulse app, clients see their leads as they arrive, change the status, add notes and record the sale when the job closes. That one habit is what turns your reporting from clicks into revenue — and it takes the client seconds.

A lead in the LeadPulse app with Call, Text and Email buttons, the enquiry, campaign and status buttons

What this does not do

Better to find this out here than three weeks in.

The pipeline stages are fixed (New, Contacted, Qualified, Converted, Lost); there are no custom stages.
There's no bulk lead import from a spreadsheet; leads arrive from forms, the tracking script, webhooks and automations, or are added by hand.
Inbound texts and calls start a conversation rather than a lead; convert them when they're real enquiries.

Questions

Can a client see their leads?: Yes. Their portal and LeadPulse app show their leads only, with sources, and they can update status, notes and sales.
Where do leads come from?: The tracking script captures forms on the client's site; hosted forms, GoHighLevel forms and inbound webhooks via automations create leads too.
Can a lead become a client?: Yes. Convert an agency prospect into a client with one click.

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