How Tasks Work in Your Pipeline
Foundation · Start here
Every stage builds its own checklist. Learn how to read a task title — code, property, task, owner — filter to My Tasks, and check work off as it's done.
D Brothers Realty · Team Training
You decide when.
GHL does the rest.
Four short videos and two field guides — everything Darren and La Toya need to run the Listings, Buyers, and Transaction Management pipelines in GoHighLevel.
The four videos.
Watch in orderListing Pipeline Workflow: Tags & Emails
Sellers · First call to live
One tag kicks off the listing. From there, each send-tag delivers the polished email, logs the follow-up call, and advances the board — paste the link first, then apply the tag.
Buyer Pipeline to Under Contract
Buyers · Found and matched
Move buyers manually from New Buyer Lead through Active Search. When the offer is accepted, one tag sends the under-contract email and opens the transaction for you.
Contract to Close: Transaction Workflow
Transactions · Executed contract to closing day
Drag the card through the milestones, keep the date fields current, and GHL handles the Monday updates, the clear-to-close email, and the closing congratulations.
The two guides.
Download & keep closeOperations Manual · Edition 07
GHL System Guide
The complete manual — all three pipelines, 14 stage checklists, 13 email templates, and every trigger tag on one reference page.
Open the guideQuick Guide · For Darren
Your Four Listing Emails
The one-move cheat sheet: open the contact, add the tag, check off the task. Keep this next to you while a listing is Active.
Open the quick guide