Contacts

Learn All About the Contacts Feature

What Is It?

The HighLevel Contacts feature is where you can view and manage all of your contacts including leads, customers, vendors, team, etc.

The Contacts feature is one of the key components in HighLevel that allows you to manage who and how you communicate with people.

Watch the video to see an overview of the Contacts feature and view details about the individual features in the Contacts section by reading through the descriptions below.

List View

The Contacts default view.

Sort: You can pull data based on custom start date and end date, based on when the lead originally came in.

Columns:

Search:

More Filters:

Actions

The Pipeline Value report card shows assigned values based on Status (Open, Won, Lost). You must assign a lead value to all leads for this card to update properly, this can be done automatically or manually.

Add Contact: Item.

Pipeline Change: Item.

Add to Campaign/Workflow: Item.

Send SMS: Item.

Bulk Actions

The Bulk Actions tab within the Contacts feature is where you can view any actions taken recently by team members within the Contacts feature. This is useful to see if someone recently deleted or edited any Contacts.

Restore

In the event that a Contact was deleted and should not have been, you can use the Restore tab to locate them and restore them back to the main Contact list.

Tasks

Within the HighLevel systems, Tasks are directly related to Contacts so you can create and manage all Tasks within the Contacts feature.

New Task: To create a new Task, click the green 'New Task' button in the upper right (on desktop computers)

Company

Within the Contacts feature, you can assign multiple people to a single Company. The Company tab is where you can manage all the Company profiles within the system (if utilized).

Manage Smart Lists

Smart Lists are a way to setup dynamic lists that automatically update who is on that list based on the criteria for that specific list.

For example, if you want a list for all Contacts that have not engaged or received any communication in the last 90 days - you can build a Smart List. This list will automatically add Contacts to it as they meet the designated criteria.

If you have any Smart Lists setup, this is where you can view and manage them.

To create a Smart List, you can do that from the main Contacts default view (list of Contacts).

Settings

Click on the Gear icon at the top of the page (middle) to go to the Settings page. This will actually take you to the Settings section of HighLevel (notice the navigation on the left changed because you are now in the Settings section) and more specifically the Customer Fields page within Settings.

This is where you can add, edit, delete custom fields as needed to be used in forms, Contact profiles, and other areas within HighLevel.