Contacts / smartlist

Contacts / smartlist

Bulk Importing Contacts Via CSV Walkthrough
Whether this is your first CRM or you're moving from another system, importing lets you create records and update your existing database.  Each row...
Sat, 17 Dec, 2022 at 12:41 PM
Getting Started With Smart Lists
Getting Started With Smart Lists: Smart List Updates (April, 2020) How To Filter By Custom Fields Lead nurturing using Smart Li...
Fri, 15 May, 2020 at 2:47 PM
Birthdays And How To Sort Contacts By Age
Understanding the Birthday Field and how you can use it to build Birthday reminder campaigns as well as filter by people's age in Smart Lists. ...
Tue, 14 Apr, 2020 at 5:12 PM
Merging Contacts
Tue, 9 Mar, 2021 at 9:54 AM
Automatically Merge Facebook Messenger Contacts With Lead Ad Contacts
By default, incoming Facebook Messages will create a new contact in HighLevel based on the name, which will be a duplicate contact if that person has alre...
Thu, 18 Jun, 2020 at 10:26 AM
Uploading Contacts (which one should I choose?)
Easy breakdown of what each option means when uploading contacts
Fri, 23 Apr, 2021 at 4:53 PM
Bulk Actions For Contacts & SmartLists
FAQ's How do I view the status of my Bulk Actions? What are the rate limits For:     Add in drip mode: Add all at once & Add all at...
Thu, 16 Jun, 2022 at 3:57 PM
Adding Files To Contacts
Thu, 21 Jan, 2021 at 5:59 PM
Allow duplicate contact explained
The Allow duplicate contact option only applies to contact coming from Zapier / other Forms. So we won't be able to create two contacts with th...
Fri, 23 Apr, 2021 at 5:04 PM
Lead profile picture explained
Thu, 3 Jun, 2021 at 7:31 PM