Contacts & Smart Lists Explained | Easy GoHighLevel CRM Tutorial

A well-maintained CRM ensures that:

• You have an organized system for tracking leads and clients.
• You can accurately assign and monitor leads in different sales pipeline stages.
• No contact slips through the cracks, ensuring maximum conversions.
• Your marketing efforts are optimized through segmentation and automation.

Without proper CRM management, you risk losing potential clients due to mislabeling, missing data, or lack of proper follow-up. Let’s go over how to set up and maintain an effective CRM system in Go High Level.

When you first log in to Go High Level, your dashboard provides an overview of all your contacts and sales pipeline data. From here, you can:

• View total opportunities and their statuses.
• Check conversion rates.
• See where leads are in the sales funnel.
• Analyze revenue potential.

Having an organized contact list allows you to nurture leads effectively and respond to clients in a timely manner.

To manually add a contact, follow these steps:

1. Click on the Contacts tab.
2. Click + Add Contact.
3. Enter relevant details like name, email, phone number, and lead status.
4. Assign them to a pipeline or automation workflow.
5. Click Save to store the contact.

Once added, you can enrich the contact with additional information, assign tags, and integrate them into automation sequences.

Tags help categorize and segment your contacts for better marketing and organization. To add or remove tags:

1. Select a contact.
2. Click Add Tag or Remove Tag as needed.
3. Use tags to filter contacts for marketing campaigns.

Example tags:

• Downloaded Guide
• Paid Client
• Needs Follow-up

• Importing Contacts: Upload a CSV file and map fields like name, phone, and email. Custom fields can also be mapped.
• Exporting Contacts: Ensure all required columns are selected before exporting.

• Filters and Smart Lists help streamline contact management. You can:

  • Filter contacts based on tags, lead sources, or engagement status.
  • Create Smart Lists for frequently used contact groups.
  • Automate email marketing by sending campaigns to specific Smart Lists.

For businesses with multiple team members, assigning leads is crucial. You can:

• Assign leads to specific team members.
• Restrict access to contacts based on roles.
• Ensure that sales reps only see their assigned leads.

Go High Level centralizes all communication, including emails, text messages, and social media interactions. This allows you to:

• Track all interactions in one place.
• Send follow-up emails and SMS messages directly from the CRM.
• Automate responses based on customer activity.

• Tasks: Assign follow-up tasks to yourself or team members.
• Notes: Record important details about each client for future reference.
• Appointments: Schedule calls or meetings directly within the CRM.
• Payments: Send invoices and track transactions with ease.