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Contacts

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HighLevel Import Contacts 101: The Complete Guide to Importing and Managing Your Contact Lists
HighLevel Contacts

HighLevel Import Contacts 101: The Complete Guide to Importing and Managing Your Contact Lists

Learn how to import contacts into HighLevel from CSV files and other CRMs. This complete guide covers file formatting, field mapping, duplic

Matt @ HLPTMatt @ HLPT
· 7 min
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HighLevel Contacts 101: The Complete Guide to Creating and Managing Contacts
HighLevel Contacts

HighLevel Contacts 101: The Complete Guide to Creating and Managing Contacts

Learn how to create, edit, and manage contacts in HighLevel. This complete guide covers manual contact creation, automatic lead capture, cus

Matt @ HLPTMatt @ HLPT
· 16 min
How To Add a Tag to New Contact List Import in HighLevel
HighLevel Contacts

How To Add a Tag to New Contact List Import in HighLevel

Adding a tag to a contact record is a great way to organize your contacts within HighLevel. When importing a new list of contacts, it is pos

Matt @ HLPTMatt @ HLPT
· 2 min
HighLevel Tags Overview
HighLevel Contacts

HighLevel Tags Overview

The tag feature is a great way to organize your contacts within HighLevel. Adding and removing tags will help you determine specific actions

Matt @ HLPTMatt @ HLPT
· 2 min
HighLevel Contacts Overview
HighLevel Contacts

HighLevel Contacts Overview

Here’s an overview of the Contacts section of HighLevel. We’ll show you how to add, export, search, and filter through your contact records

Matt @ HLPTMatt @ HLPT
· 2 min
Using The DND Feature in HighLevel
HighLevel Contacts

Using The DND Feature in HighLevel

The DND “Do Not Disturb” feature allows you to maintain Contact records, staying in communication with your Contacts as they wish for you to

Matt @ HLPTMatt @ HLPT
· 3 min
How to Restore Deleted Contacts in HighLevel
HighLevel Contacts

How to Restore Deleted Contacts in HighLevel

Within the Contact section of HighLevel, you may delete contacts from time to time for various reasons. Perhaps the information is outdated,

Matt @ HLPTMatt @ HLPT
· 2 min
How To Create and Edit Smart Lists within HighLevel
HighLevel Contacts

How To Create and Edit Smart Lists within HighLevel

Smart Lists are a great way to organize contacts, by customizing filters to create ‘lists’ or categories of contacts in HighLevel.  You may

Matt @ HLPTMatt @ HLPT
· 4 min
How The Sticky Contact Feature Works within HighLevel
HighLevel Contacts

How The Sticky Contact Feature Works within HighLevel

Sticky Contact allows you to save cookie/s from a lead and sync all the information across multiple forms/surveys that they had previously e

Matt @ HLPTMatt @ HLPT
· 1 min
How to Allow or Prevent Duplicate Contacts within HighLevel
HighLevel Contacts

How to Allow or Prevent Duplicate Contacts within HighLevel

This tutorial will show you how to allow or prevent duplicate contacts within HighLevel. To learn more about importing contacts, visit the a

Matt @ HLPTMatt @ HLPT
· 1 min
How To Import Contacts in HighLevel
HighLevel Contacts

How To Import Contacts in HighLevel

Uploading your contact list to HighLevel is an important step to ensuring your database has all of your connections. Importing a list of con

Matt @ HLPTMatt @ HLPT
· 4 min