Overview of the Contacts Tab
The Contacts tab in GoHighLevel is where all your leads, customers, and potential clients are stored. Whether they’ve reached out via calls, emails, or social media, their information is collected here.
A well-maintained contact list is a valuable asset—whether you're a service provider, a business owner, or a marketer. This article will break down the key sections of the Contacts tab and how to use them effectively.
Navigating the Contacts Page
When you log in, follow this structure:
Main menu (left bar) – Your primary navigation.
Sub menu (top bar) – Context-specific tools and actions.
By default, you’ll see the "All" list, which includes every contact you've acquired.
Key Features of the Contacts Tab
1. Smart Lists
Allows you to organize and filter contacts based on specific criteria.
Useful for segmenting your list to send the right message to the right people.
2. Bulk Actions
Bulk actions let you make changes to multiple contacts at once, such as:
Adding or removing tags
Deleting contacts
Sending bulk emails or text messages
Adding contacts to automations or pipelines
3. Restore Deleted Contacts
Accidentally deleted someone? The restore feature lets you recover lost contacts.
4. Task Management
See tasks assigned to contacts and track follow-ups.
Great for businesses that rely on scheduled interactions.
5. Companies Section (For B2B Users)
If you work with businesses, you can group contacts under specific company names.
6. Managing Smart Lists
Share lists with team members.
Create global lists that everyone can access.
7. Custom Fields & Settings
Customize contact profiles to store specific data like addresses, preferences, or customer details.
Actions You Can Perform on the Contacts Page
Adding a Contact Manually
Click "Add Contact" if you meet someone at an event and want to add them.
At a minimum, you need one data point (name, email, or phone number).
You can set their status (customer, lead, etc.) and mark them as Do Not Disturb (DND) if needed.
Pipeline Management
Move contacts through different stages of your sales pipeline.
Add multiple contacts to opportunities at once.
Automations & Marketing Actions
Bulk-add contacts to automations for newsletters, promotions, or lead nurturing.
Bulk-send texts or emails directly from the Contacts tab.
Tagging and Organizing Contacts
Assign tags to contacts to group them by characteristics or behaviors.
Remove outdated tags to keep your database clean.
Review Requests (For Local Businesses)
If you run a local business, you can bulk-send review requests to past customers.
Import & Export Contacts
Upload contacts from another CRM.
Export lists for offline use.
Email Verification
Validate email addresses to improve deliverability and reduce bounce rates.
Merging Duplicate Contacts
Select multiple entries and combine their details into a single profile.
Choose which data points (phone, email, etc.) to keep.
Quick Search Function
Find contacts instantly using their name, email, or phone number.
Jump directly into their conversation history.
What’s Next?
Now that you understand the basics of the Contacts tab, the next step is to segment your list and create Smart Lists. This allows you to send targeted emails, messages, and automations to the right people at the right time.
Stay tuned for the next guide on how to create and manage Smart Lists effectively!