How to Manage Leads and Contacts

🔄 How to Manage Leads & Contacts 

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✅ 1. Access the Contacts Section

• From your Dashboard, go to the left sidebar.

• Click on “Contacts” → then click “Smart Lists” (or “All” to view all contacts).

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✅ 2. Add a New Contact (Lead or Client)

• In the top right, click the “+ Add Contact” button.

• Fill out the contact form:

  • Name

  • Email

  • Phone

  • Tags (e.g., Lead, Client, Cold, Hot)

  • Custom Fields if applicable

  • Assigned User (if working with a team)

• Click “Save” when done.

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✅ 3. View & Filter Contacts

• Use filters to narrow down your list:

  • By status, pipeline stage, tags, custom fields, etc.

• You can save filter views to quickly access them again later.

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✅ 4. Edit or Update a Contact

• Click on any contact’s name to open their profile.

• You can update:

  • Personal details

  • Notes

  • Add tasks or appointments

  • Send emails or SMS directly

  • View their activity timeline

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✅ 5. Use Tags to Organize Contacts

• Tags help segment your list (like "New Lead", "No Response", "Booked Call").

• You can tag contacts manually or automatically through workflows.

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✅ 6. Import Contacts

• Click “Import Contacts” in the top right of the Contacts section.

• Upload a .CSV file, then map the columns to GoHighLevel fields (name, phone, etc.).

• Choose whether to add tags or assign to campaigns/workflows during import.

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✅ 7. Manage Leads with Pipelines

• Go to Opportunities > Pipeline to visually manage your leads.

• Drag-and-drop contacts between stages (like: New → Contacted → Booked → Closed).

• Leads in pipelines are still found under “Contacts,” just viewed in a sales-funnel layout.

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✅ 8. Automate Contact Actions

• Use Workflows to automatically:

  • Send emails/SMS

  • Add tags

  • Move leads through the pipeline

  • Assign to team members

  • Create tasks or follow-ups

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✅ 9. Delete or Archive Contacts

• Select contacts using the checkboxes.

• Click the Actions menu to delete, archive, or apply bulk actions like tagging or assigning users.

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⚡ PRO TIP:

Use Smart Lists to create dynamic filters (like “All Leads from Facebook Ads in the past 30 days”)—they update automatically!