Per-Agent Breakdown
User Access
Users are created automatically when they sign in with their @betterwase.com Google account for the first time. Manage roles and status in the table below.
GHL Directory
Maps GoHighLevel opportunity owner names to canonical emails so new leads auto-assign correctly. Unmatched owners stay pending until their user signs in — then the backlog auto-claims.
📢 App Updates
Notify every logged-in user when you ship a new version. Publishing broadcasts a banner with your notes and a one-click reload.
🔄 Sync Lead Ownership from GHL
Pulls every opportunity from GoHighLevel and rewrites assigned_agent_id on matching leads to mirror current GHL ownership. All history, notes, cadence, and queue state are preserved. Leads in terminal phases (sold / DNC / archived / dead) are left alone.
Backup / Restore
Bulk Upload Leads (CSV)
Columns: Contact Name, Phone Number, Email, Source (product: IUL / Final Expense / Whole Life / Term Life), Assigned Agent (email or name), Created On (YYYY-MM-DD or MM/DD/YYYY), Notes. Contact Name and Phone are required; everything else is optional.
Note: all uploaded leads will be assigned to you. The "Assigned Agent" column is ignored in agent mode.