Sync Leads: What do you need to know?

Pre-requisites:

There are four main steps in syncing leads from GHL to the Dialer.

Step 1. Sync - Use this to sync tags and custom fields during the initial setup.

**Note: Tags added in GHL after the initial setup do not automatically sync to the Dialer. Refer to Sync New GHL Tags.

Step 2. Tag - Choose the main Tag that will be used as the identifier when importing leads.

**Note: For agencies managing multiple businesses, it's recommended to create a tag with the business/company name.

Step 3. Group - Select the group in which you would like the leads to be added.

**Please see the notes below.

Step 4. Sync Leads - Start syncing/importing the leads by clicking this button.

**Note: For a seamless setup, please add the selected tag to your test lead in GHL.

Important Notes:

During the initial setup, only the leads with the selected tag will be synced. Afterward, all newly added and/or updated leads in GHL will automatically be synced to the Dialer.
Only the leads with the selected tag will be added to the selected group. All other leads will be added to the "Unassigned" group.