sparrow coworkTEAM REFERENCE

Sparrow Cowork Team Reference

Pipeline stages

The Cowork Membership pipeline: the eight core stages, a membership trial and four holding stages.

Stage in GHLWhat it means
Where stages live in GHL

In the Sparrow Cowork account: Opportunities → Pipelines → Cowork Membership → Edit.

Lost reasons

Select the primary reason when marking an opportunity Lost.

Reason in GHLWhat it means
Where lost reasons live in GHL

In the Sparrow Cowork account: Settings → Custom Fields → Opportunity → Lost reason → Edit. The list can only be changed there, by hand.

Contact sources

The source records how a contact first came in, one value per contact. Leave it blank rather than guess.

Source in GHLWhen it applies
Where the source lives in GHL

Open the contact → Contact → Contact source. Forms, bookings and the officeRnD sync fill it in on their own; the rest are typed in by hand, exactly as shown.

Email capture

Copy attention@ on an email and it is saved to the right contacts in GHL. Add a short line at the top and it opens an opportunity too.

What you doWhat happens
Addresses and fine print

attention@sparrowcowork.com and attention@sparrow.community work the same way.

The # lines go first, before your greeting; on a forward, put them above the forwarded message. They are removed before anything is saved. Only lines written by the Sparrow team count; the same words in someone else’s email are ignored.