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Use the AI Agent Workflow Action to Sort Incoming Support Emails
The AI Agent workflow action reads each inbound email, picks one of the categories you defined, and tags the contact so your inbox sorts itself.
GHL Nugget
Use the Attribution Report to See Which Ads Bring Closed Revenue
The Attribution Report ties leads and won opportunities back to their source, so you can see which campaigns produced revenue and not just clicks.
The Attribution Report lives under Reporting inside each sub-account. It shows closed revenue, won opportunities and total leads, tied to your marketing sources and campaigns, so you can see where sales came from and not only where clicks came from.
This matters because lead counts can mislead. One campaign may fill your inbox with contacts who never buy, while a quieter one brings the customers who actually pay. The report lets you compare sources side by side, and it can compare opportunities across different pipelines too. Before you move any ad budget, check which campaigns show closed revenue next to their lead count.
There is a selector for First Attribution and Last Attribution. First shows the initial tracked interaction that brought the contact in. Last shows the most recent tracked interaction credited before conversion. Look at both. A source that shows up on first touch but rarely on last touch is doing a different job than the one that closes.
One caveat: the report can only credit what was tracked and what you recorded. Contacts with no source and opportunities that were never marked won will leave gaps, so keep your pipeline stages honest.
How to use it
- Open the sub-account and go to Reporting > Attribution Report.
- Read closed revenue, won opportunities and total leads on the dashboard.
- Use the attribution selector to choose First Attribution.
- Switch the selector to Last Attribution and note which sources change.
- List campaigns with many leads but no closed revenue before you change ad spend.
Who it helps
Service business owners running paid ads and agency operators who need to show clients which campaigns actually produce sales.
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