AM Hub

GHL Training

What GHL is used for

GHL should be created and active for clients on a B2B Book-a-Call funnel. It's used to house leads and automations for that funnel.

Internal AM Training — do not share directly with clients

The Loom below is from Jacob, our lead media buyer, on how to check leads inside of GHL. Use this video to learn where and how to look for leads yourself — then walk your clients through it. Do not forward the video to clients.

How to check leads inside GHL

Loom walkthrough by Jacob (Lead Media Buyer)

Open Loom

Logging in to GHL as an Account Manager

If you're unsure how to log in to GHL, make sure you accept your invite first.

  1. You'll receive an invite email — accept it.
  2. Set your password.
  3. Log in from there.

Logging in to GHL as a Client

You (the AM) will need to share their username and password with them as indicated in Athena under the Client file. If it's not there, assign a task in #deliverables to get it created.