Dr. Tonya,
This is the first module in your FGFunnels training. FGFunnels is the system that holds your contacts, tracks where each one stands in your practice, and keeps every email and message with them in one place. It is built on a platform called Go High Level. FGFunnels is a branded version of that same tool, so anything you read elsewhere about Go High Level, or GHL for short, applies to your account too.
This module is about getting you oriented. By the time you finish reading, you will know how to log in and read your home screen, find any contact and understand what is on their record, see where each person sits in your pipeline, and pull up the full history of your communication with anyone. That is the foundation. Once you can move around these four areas without thinking about it, everything we build on top of it will make sense.
You do not need to memorize anything here. Read it once, then keep it open beside you the first few times you log in. The goal is comfort, not mastery.
A quick note on what you are looking at. Your account has already been set up with real data. Seven of your contacts are loaded, your two pipelines are built, and your custom tracking fields are in place. So as you follow along, you will see your own people and your own categories, not placeholder examples. That is intentional. You learn the tool faster when the contents are familiar.
One term before we start. A sub-account is the workspace for a single business inside FGFunnels. Your workspace is named Belongivity. When you log in, you are landing inside that workspace. If you ever see a screen asking you to choose between accounts, choose Belongivity.
The Dashboard is your home screen. It is the first thing you see after logging in. Think of it as the front desk of your practice. It does not let you do detailed work. It gives you a quick read on the state of things so you know where to focus before you dig in.
After you log in to FGFunnels and land inside the Belongivity workspace, look at the menu running down the left side of the screen. This left menu is how you move between every area of the platform. The top item is "Dashboard." Click it any time you want to return to this home view.
The Dashboard shows summary widgets. A widget is a small panel that displays one piece of information at a glance. The widgets you care about early on are the ones tied to your pipeline activity. These show how many opportunities you have in motion and roughly what they are worth.
An opportunity is the platform's word for a potential piece of business attached to a contact. When someone is moving toward becoming a therapy client or a coaching client, they show up as an opportunity. We will go deeper on opportunities in Section 3. For now, just know that the Dashboard counts them for you.
You may notice the Dashboard looks sparse right now. That is expected. You have seven contacts loaded and they are all sitting at the very first stage of one pipeline. As you start moving people forward and adding new leads, the Dashboard fills in and becomes a real-time picture of your practice.
Two things. First, the total count of opportunities, so you always know how many live conversations you are responsible for. Second, the breakdown by stage, which tells you whether people are stacking up early and not advancing, or moving through at a healthy pace.
The Dashboard is mostly a reading view, not a working view. You will not manage individual contacts from here. Its job is to point you toward the area that needs attention. When something on the Dashboard prompts a question, you click into Contacts or Opportunities to act on it.
Contacts is your full list of people. Every person connected to your practice lives here, whether they are a warm relationship, a strategic connection, a referral source, or a prospect. This is your database. If the Dashboard is the front desk, Contacts is the filing cabinet, except every file is searchable in a second.
In the left menu, click "Contacts." This opens your contact list as a table, one row per person.
Right now you will see your seven imported contacts. You will also see your own record and an admin email record, which are there for setup purposes and can be ignored.
At the top of the contact list there is a search bar. Type any part of a name, an email, or a phone number and the list filters down as you type. To open someone's full record, click their name. This takes you to their contact detail page, which is where the real information lives.
When you open a contact, the page shows their basic details at the top: name, email, phone, and any tags applied to them. A tag is a simple label you attach to a contact to group them. For example, a contact tagged for the coaching silo can be pulled up later as a group with one filter. Tags do the quiet work of sorting your people behind the scenes.
Below the basic details you will find the custom fields. This is the part built specifically for you, and it is worth understanding well, because this is where your judgment about each person is recorded.
A custom field is an extra piece of information that the platform does not track by default, so we added it to fit how you actually think about your contacts. You have eight of them.
From a contact record you can edit any field, add or remove tags, and start a conversation. To edit a field, click into it, make the change, and it saves. We will practice updating contacts hands-on in a later module. For now, the goal is to be able to open any record and read it confidently.
An opportunity is a contact who is on a path toward becoming a client or a signed engagement. The Opportunities area shows all of those people laid out visually, so you can see at a glance who is early in the conversation, who is close to signing, and who has stalled.
The layout is called a pipeline. Picture a row of columns running left to right across your screen. Each column is a stage, meaning a step in the journey. People move from the leftmost column to the rightmost as they progress. Each person shows up as a card you can read and drag.
You have two pipelines, because your practice has two different journeys.
The first is BLVT (4.0) - Therapy. This is for your individual virtual therapy work and it is for Illinois contacts only, because of state licensure. Its stages run in this order:
"Graduated" means someone completed their work with you successfully. "Not a Fit" means the person was not a match, whether for geography, scope, or clinical reasons.
The second is BLVT (4.0) - Coaching and Design Research. This one is national in scope and it covers both your leadership coaching and your design research work. Its stages run:
Design research contacts live in this same pipeline rather than a separate one. They simply carry a design-research tag so you can tell them apart.
Right now, all seven of your contacts sit in the Coaching and Design Research pipeline, at the very first stage, New Contact. That is your starting line. Nobody has moved yet, which is exactly right for where you are.
In the left menu, click "Opportunities." If you have more than one pipeline, there is a dropdown menu near the top of the screen that lets you switch between them. Click it and choose the pipeline you want to view. Start with Coaching and Design Research, since that is where your people currently are.
A row of stage columns across the top, with each contact appearing as a card in the column that matches their current stage. Because everyone is at New Contact, all seven cards are stacked in the leftmost column right now. Each card shows the contact's name and the value attached to the opportunity if one is set. Click a card to open that contact's record.
When someone advances, you move their card to the next stage. This takes two seconds.
The Conversations Hub is one screen that gathers every message between you and a contact, no matter how it was sent. Email, text, and other channels all flow into the same thread, in order. Instead of digging through your inbox, your phone, and your notes to reconstruct a relationship, you open one place and the whole history is there.
You are juggling three kinds of work across many relationships. The thing that erodes trust fastest is losing track of what was already said. The Conversations Hub exists so that when a contact emails you after a month of silence, you can open their thread and see exactly where you left off before you reply. It protects the continuity that makes people feel cared for.
In the left menu, click "Conversations." This opens the hub. On the left side of this screen you will see a list of recent conversations. Click any one to open the full thread on the right.
You can also reach a single contact's conversation directly from their contact record. When you have someone open in Contacts, look for the conversation or message option on their page. That takes you straight to your thread with that one person.
The thread reads top to bottom, oldest message at the top, newest at the bottom, the way a text message history looks on a phone. Each entry shows what was sent, by which channel, and when. Incoming and outgoing messages are visually distinct so you can follow the back-and-forth easily.
A note on email: once your Gmail is connected to FGFunnels, the emails you send and receive will appear here automatically. We will set that connection up in a later phase of the work. Until then, the hub will show messages sent from inside the platform.
The most recent message and its date. That tells you who is waiting on a reply from you and how long they have been waiting. A contact whose last message is from them, not you, and is several days old, is someone to attend to.
You can read any thread and you can reply from within the hub. Replying here keeps the message attached to the right contact and the right thread, so the record stays complete. Sending from inside the platform, rather than from a separate email app, is what keeps the history whole. We will practice composing and replying in a later module.
Module 2 goes deeper on contact management and the pipeline: how to add a new contact from scratch, how to set the custom fields with good judgment, and how to work the pipeline day to day so it runs your follow-up instead of the other way around. For now, log in, click through these four areas a few times, and get comfortable moving around. That familiarity is the whole goal of this module.
Emile