Get set up for CLEAR Calls

Six steps, about 10 minutes. Steps with a ✓ are already done for you.

  1. You

    Sign in to the CLEAR Toolkit

    Use your company email at clear-hub.pages.dev. No password yet? On the sign-in page, tap Set up my login and the link goes to your email.

    ✓ You're signed in.
  2. You

    Check My Profile

    Your first name goes into every script and text, so make sure your name and cell phone are right.

    Open My Profile
  3. Christa sets this up

    Connect your GoHighLevel

    This is how every call note lands on the agent's contact. Tell Christa which one you use:

    • Corporate account: Christa adds you as a user, with the same email you sign in here with. Agents you call are added there and assigned to you.
    • Your own sub-account: Christa creates the connection for your sub-account and sends it to Willis to switch on.

    Until then, everything you log is saved here in the Toolkit, so you can start calling today.

    Checking…
  4. You

    Get your agents on the list

    Your call list is the agents in My Agents. Pick whichever fits:

    • Bring them in from GoHighLevel in one tap (once your own sub-account is connected).
    • Add them one at a time, or upload a spreadsheet.
    • Don't have agents yet? Open CLEAR Calls and use Find me agents. Type your zip codes, and we add listing agents from those areas to your list, usually within a day.

    Open My Agents
  5. You

    Put it on your phone

    Open CLEAR Calls on your phone (the teal 📞 button at the top of every Toolkit page). iPhone: tap Share → Add to Home Screen. Android: tap ⋮ → Add to Home screen. After that it opens like an app.

  6. You

    Make your calls

    Pick what the calls are about, then work down the list. Each card has the call script, a voicemail and a text with your name in it. Tap Call or Text, then one tap to log how it went. Agents you reach move to Done. No-answers and call-backs stay on To call.

    Open CLEAR Calls

Good to know