Getting Started with L.H CRM: Step-by-Step Workflow

1. Signing In and Account Access

To access L.H CRM, navigate to the login screen and enter your credentials in the login form. If the system cannot authenticate you, an error message will appear in the error area on the login card. Two distinct error states exist: one for unrecognised credential combinations and one for a generic system error, so read the message carefully before retrying.

If you have forgotten your password, locate the forgot-password prompt on the login screen. Enter your registered email address and submit. If the account exists, the system sends a password-reset link to that email address. Check your spam or junk folder if the email does not arrive in your inbox within a few minutes.

Some accounts may display an 'account unavailable' state on sign-in. If you see this, contact whoever manages your organisation inside the platform. Once you are signed in, the account menu button in the top navigation gives you quick access to account-level options, including restarting a session where indicated.

The platform also supports signing in as another user for administrative review. When you enter another user's session, a visible yellow bar appears at the top of the screen, reminding you that actions performed will be recorded under that user's name. Return to your own account by clicking the control in the yellow bar.

1. Open L.H CRM in your browser and locate the login card.
2. Enter your email address and password in the login form fields.
3. If credentials are not accepted, read the error message displayed below the form.
4. To reset your password, click the forgot-password prompt, enter your registered email, and check your inbox and spam folder for the reset link.
5. After signing in, use the account menu button in the top navigation to access session and account options.

2. Organisation Onboarding

When a new organisation registers for the first time, it passes through a business onboarding gate before gaining full access. Until an organisation is approved, a message indicates that no additional organisations are present and that new registrations will appear in the list automatically.

Approving an organisation sends a WhatsApp message to the business owner containing a login link. Once confirmed, the organisation is activated as a standard business account. A confirmation indicator shows when activation is complete.

Organisation onboarding state is tracked per account so the system remembers whether the onboarding flow has already been seen. If an onboarding save action fails, the system will display an appropriate error message.

1. Wait for new organisations to appear in the onboarding list after they register.
2. Select the organisation you wish to approve.
3. Confirm the approval action. A WhatsApp message with a login link is sent automatically to the business owner.
4. Verify the confirmation indicator showing the organisation is now active as a standard business account.

3. Connecting Meta (Facebook) Advertising Accounts

Before you can manage Facebook campaigns or leads inside L.H CRM, you must connect at least one Meta account. Go to Settings and locate the Meta Account section. Click the connect Facebook account button and follow the authorisation flow. The system will then sync the Facebook pages and ad accounts associated with your Business Manager.

After a successful connection, the platform displays the number of pages and ad accounts that have been synchronised. If the connection succeeds but no pages are found, verify that you manage a Facebook page and that you granted all required permissions during the authorisation step.

You may connect more than one Meta account. Each connected account and its pages appear in the settings list. If you disconnect an account, all its associated pages are removed from the system, though the advertising data already linked to client cards is not retroactively deleted from those cards.

Once Meta is connected, assign a specific ad account to each client card. Go to the client card, open the Meta connection tab, and select the relevant ad account from the list. An ad account can be unlinked from one client and reassigned to another without being fully removed from the platform.

1. Open Settings and select Meta Account.
2. Click 'Connect Facebook Account' and complete the authorisation in the window that opens.
3. Review the confirmation showing how many pages and ad accounts were synchronised.
4. Navigate to the relevant client card.
5. Open the Facebook or Meta connection tab within the client card.
6. Choose the correct ad account from the available list and save the assignment.
7. To reassign, click disconnect on the client card; the account remains in the system for use elsewhere.

4. Connecting Google Ads Accounts

To manage Google Ads from within L.H CRM, connect your Google Ads Manager account (MCC) through Settings under the Google Account section. Click 'Connect Google Ads Account' and complete the Google authorisation flow. After connection, the platform syncs all client sub-accounts that sit beneath the MCC.

Assigning a Google Ads account to a client follows the same logic as Meta. Open the client card, go to the Google Ads tab, and select the account from the synchronised list. The system notes that this assignment step is performed on the client card, not in global settings.

If the Google connection expires or access is revoked, the platform displays a warning and prompts you to reconnect. To verify the connection is working correctly, you can create a test account under the MCC, sync it, and confirm it appears in the list without any changes to live accounts.

If you see a permissions error relating to MCC or login-customer-id, check that the correct MCC identifier has been entered and that the connected Google account has access to the sub-accounts you expect to manage.

1. Open Settings and select Google Account.
2. Click 'Connect Google Ads Account' and complete the Google authorisation.
3. After sync, note which client sub-accounts have been imported.
4. Open the relevant client card and go to the Google Ads tab.
5. Select the appropriate Google Ads account from the list and confirm.
6. If a connection expiry warning appears, return to Settings and reconnect the Google account.

5. Connecting TikTok Advertising Accounts

L.H CRM supports TikTok advertiser accounts in addition to Meta and Google. The connection and assignment workflow mirrors the other platforms. In the client card you can link or replace a TikTok advertiser account. If you disconnect a TikTok account from a client, the advertiser record stays in the system and can be assigned to a different client.

Financial figures displayed for TikTok campaigns are shown in the native currency of the TikTok account, which may differ from the currency used for other platforms. Be aware of this when comparing budgets across channels in the same client card.

Availability of TikTok features may depend on your account permissions or enabled modules within your organisation.

1. Open the relevant client card.
2. Locate the TikTok account section within the card.
3. Click 'Link TikTok Account' and select the advertiser from the list.
4. To replace or disconnect, use the corresponding control on the card; the advertiser remains in the system.

6. Setting Budgets, Projects, and Account Targets

Each ad account in L.H CRM can have a total monthly budget defined at the account level. This overall budget is divided so that each project receives its allocated portion, and any remaining budget covers campaigns that are not assigned to a project. If the sum of project budgets exceeds the total account budget, the system displays a warning.

A daily budget cap can also be set at the account level. This acts as a hard limit: the monitoring agent will not activate or increase campaigns if doing so would cause the total daily spend of the account to exceed this cap. If the daily cap field is left empty, the system derives it automatically from the monthly budget.

You can define performance targets either as a single general target for the whole account or as separate targets for each campaign type, for example distinguishing lead-generation campaigns from other types. The monitoring agent evaluates each campaign against the threshold that matches its type.

Projects allow you to filter campaigns by keyword: when a project keyword is set, only campaigns whose names contain that keyword are grouped under the project. Selecting no project displays all campaigns in the account. Targets can be set at the account level or overridden at the project level; an empty project-level target field inherits the account-level target.

1. Open the client card and navigate to the ad account settings.
2. Enter the total monthly budget for the account.
3. Define individual project budgets if applicable; check that their sum does not exceed the account total.
4. Set a daily budget cap if you want a hard daily limit; leave blank to derive it from the monthly figure.
5. Choose whether to apply one general performance target to the whole account or separate targets per campaign type.
6. Save the account settings.

7. Monitoring Campaigns and Navigating the Monitor View

The monitor view gives you a structured overview of campaign performance across connected ad accounts. You can drill down from campaigns to ad sets and from ad sets to individual ads. Each ad can also be analysed for creative performance over a selected date range.

When selecting a date range, the start date must be earlier than the end date; the system will prevent saving an invalid range. The monitor column labelled 'Account / Client' shows which client each account is associated with.

The monitoring agent reviews campaign health against the targets and caps you have configured. If a campaign would breach the daily cap, the agent requests explicit approval before taking action. Campaigns can be filtered by project keyword so you see only the subset relevant to a given client engagement.

AI-driven features such as automatic audiences, targeting expansion, and automatic placements can be turned off for selected ad sets in bulk directly from the monitor view. The system warns that this action modifies the live advertising account and that your manual audience and placement settings are preserved; only Meta's automation layer is switched off.

1. Open the monitor view from the main navigation.
2. Select the client and ad account you wish to review.
3. Choose a valid date range (start before end) to load performance data.
4. Use the project filter to narrow campaigns by keyword, or leave it unset to view all.
5. Click into a campaign to see its ad sets, then into an ad set to see individual ads.
6. To review creative performance, select an ad and open the analysis view.
7. To disable AI features in bulk, select the relevant ad sets, confirm the bulk action, and acknowledge the warning about live account changes.