sparrowTEAM REFERENCE

Team reference

Pipeline stages

Stage in GHLWhat it means
Where stages live in GHL

Opportunities → Pipelines → choose the pipeline → Edit.

Lost reasons

Select the primary reason when marking an opportunity Lost. These options are shared across the account’s pipelines.

Reason in GHLWhat it means
Where lost reasons live in GHL

Settings → Custom Fields → Opportunity → Lost reason → Edit.

The four older cowork-specific reasons are no longer in the current list. GHL currently spells “not qualified” as not qualfied; the table preserves the exact label so it is easy to find.

Contact sources

For Sparrow Cowork leads; also on the Sparrow Cowork team reference. 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@sparrow.community and attention@sparrowcowork.com 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.