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What happened on the call?
Talk for a minute and the report fills itself in. Check it, fix anything that's off, save. It goes straight into GHL.
Scan cards at the show
Each person goes into GHL as a lead for this show. You'll get follow-ups on your calendar, and an email drafted for you, until a meeting is booked.
Fill the frame with the card. Hold steady.
First, open this in Safari. You're in another app's browser (email, text or social), which can't add icons. Tap the ⋯ or compass button and choose Open in Safari, then follow the steps.
- Open this page in Safari on your iPhone.
- Tap the Share button at the bottom of the screen.
- Scroll down and tap Add to Home Screen. Don't see it? Scroll to the very bottom, tap Edit Actions, and add it.
- Tap Add in the top right.
- Open Call Reports from your home screen. The first time, sign in with your email code once.
Using Chrome on your iPhone? Tap the Share button next to the address bar, then Add to Home Screen. Opened this from an email and there's no Share button? Tap Open in Safari first.
First, open this in Chrome. You're in another app's browser (email, text or social), which can't add icons. Tap the ⋮ menu and choose Open in Chrome (or Open in browser), then follow the steps.
- Open this page in Chrome on your phone.
- Tap the ⋮ menu in the top right.
- Tap Add to Home screen (some phones say Install app).
- Tap Install or Add.
- Open Call Reports from your home screen. The first time, sign in with your email code once.
Point your phone's camera at the code and tap the link that pops up. The steps for that phone open on their own.
Or open on your phone.
Tip: the first time you record, your phone asks to use the microphone. Tap Allow. After that it's one tap: open the app, tap Record a voice memo, talk, done.
Keep this screen open while you talk. Switching apps or locking the phone stops the recording.
The microphone is blocked
Meetings in the last 14 days
Your notes
What to cover
Check the report
Your call reports
Everything you've logged, newest first. Tap one to fix it.
Follow-ups
· See the next 7 daysTeam and AI
Only the portal's owners see this page. Changes here update GoHighLevel for you: no need to log in there.
Backups and restore
Every night: every portal file, the database and a snapshot of the CRM, kept 35 nights plus a month-end copy for a year. Put back a file, an area or a deleted contact.
Who can sign in (Cloudflare Access)
GHL connection
Card photos waiting to email
Team and access
Add a rep, fix a name, add an email, or turn access off. Saving creates or updates their GHL contact and sets their access. Past reports always stay with the person.
Edit
Territories
Pick a person, then click states to give them that territory. Click and drag to paint several. Click a state again to clear it. For a big state, choose Split by county and assign counties the same way.
Tap states instead of using the map
Reminder emails
Sent to each rep at their own local time, only when something is due. Sent through GHL from Lightspeed's usual email address.
Who gets them, and when
AI drafting
Voice memos and typed notes are turned into a draft report by AI. Claude, with Lightspeed's own Anthropic key, writes better drafts than the built-in fallback.
Anthropic API key
Activity
Who signed in, registered deals, opened tickets and downloaded files, plus changes made here. Partners and staff.
What's waiting on you
Every partner request: messages, support tickets, deal registrations, portal access, shared files and training seats. Answer, change status or decide right here; the partner sees it in the portal and gets an email. Then your own deals and follow-ups.
Book the meeting
New contacts whose next step is a meeting: trade shows, referrals, inbound, events and drop-ins. A lead joins the Sales Pipeline when the meeting is set.
Everyone in GHL
Search every contact in Lightspeed's GHL, open one to see their details, notes, tasks, emails and texts, deals and call reports, and work it right here. You can change your own contacts and ones nobody owns; managers can change any.
Your territory
GovSpend, ConstructConnect and SchoolBondFinder, by organization. Pick a state, then a county, then the kind of organization: its bids, purchases, people and prep reports are all in one place. Search before you run a new prep report in Claude; if there's a fresh one, use it.
Or paste the report's text
Best from Claude: open the report → Download → HTML. It keeps the formatting and charts.
Who to follow up with
Follow-up dates from call reports, plus anything Lightspeed adds in GHL, for the next 7 days. Mark them done or move them here; GHL stays in sync.
What partners see
Library files, Updates posts, training and the versions card. Changes show in the partner portal right away; nothing needs a deploy.
Add people, hand over work, launch products
Each one walks you through it and shows exactly what will change before anything is saved. Everything lands in GHL for you.
Add a partner to the portal
One person at a time. Saving sets them up in GHL and lets them sign in right away.
A whole list? Use Add a list of partners below. Taking someone off? Remove partner access.
Products added here
Sales contacts by rep
Counted from the reports themselves, by the team's rules: No Contact and Trade Show Contact don't count toward goal; a trade show contact with a full demo or set follow-up counts under its real category.
Counted = First Time + Prospect + Existing. Click a rep to see their reports.
End users by vertical
Meeting quality and where
Import the 2026 sheet
One time. In Google Sheets choose File → Download → Microsoft Excel (.xlsx), then drop the file here. Each rep tab is read, cleaned by the same rules as new reports, and saved to GHL. Rows already imported are skipped, so running it twice is safe. Trade-show rows and rows missing a category come in marked Needs review for the rep to finish.