Smart Lists

Learn more about Smart Lists and how to leverage Smart Lists for your business!

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 the...
Fri, 23 Apr, 2021 at 5:04 PM
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
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
Bulk Actions For Contacts & SmartLists
In this Article: Bulk Action Status Rate limits for:     Add in drip mode: Add all at once & Add all at a scheduled time (except Bulk Em...
Sun, 31 Mar, 2024 at 1:40 PM
Contacts and Bulk Actions - FaQs
TABLE OF CONTENTS General Questions Why do I need to confirm my contacts have consented to hear from me while importing contacts? General Questions ...
Thu, 16 May, 2024 at 4:51 AM
DoNotDisturb (DND Split)
DND can now be set to individual channels (FB, SMS, Calls, Emails, GMB, WhatsApp) once they are integrated with the system.  What's changed? What in...
Wed, 16 Nov, 2022 at 1:38 PM
FAQs
TABLE OF CONTENTS General Questions Are documents under contacts shareable in nature? General Questions Are documents under contacts shareable in n...
Wed, 28 Aug, 2024 at 10:58 AM
Getting Started With Smart Lists
Smart Lists are innovative contact lists that allow users to customize and filter contacts based on specific conditions, such as custom fields. You can sele...
Thu, 27 Jul, 2023 at 9:17 AM
How to Add Multiple Phone Numbers for a Contact
When a Contact has multiple phone numbers, they can be added to the Contact Details. From adding and editing multiple numbers to designating a primary conta...
Tue, 13 Aug, 2024 at 5:43 PM