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Onboard New Client

Step 1 of 9 · Welcome

Let's onboard a new client

This takes about 5 minutes. Make sure you have everything below before you start — you'll need it in Step 3.

You'll need:

  • Access to the client's GHL sub-account
  • Their GHL Location ID
  • A Private Integration Token (we'll show you how to create one)

What happens next: we'll verify the connection to GHL, provision 12 custom fields for attribution data, generate the tracker snippet, and walk you through installing it.