Contacts / smartlist

Contacts / smartlist

Importing Contacts List
Tag Tip: You can import tags by making a column with a header called Tag and add your tags in each cell, separated by a comma.  Important ...
Fri, 22 Jan, 2021 at 3:03 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 3:47 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 6:12 PM
Merging Contacts
Tue, 9 Mar, 2021 at 10:54 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 11:26 AM
Uploading Contacts (which one should I choose?)
Easy breakdown of what each option means when uploading contacts
Fri, 23 Apr, 2021 at 5:53 PM
Bulk Actions For Contacts & SmartLists
Notes For Bulk Actions: 1. To view the status of a Bulk Action, go to Contacts > Contact Requests > Bulk Actions Tab where you can view the s...
Wed, 24 Feb, 2021 at 10:10 AM
Adding Files To Contacts
Thu, 21 Jan, 2021 at 6:59 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 6:04 PM