GoHighLevel CRM Foundations

Before you start

• You need access to the client’s GoHighLevel sub-account with permissions to Contacts, Imports, Tasks, and Settings. • Download Template 149 (web version) to use for the CSV contact import. • Refer to the SOP 272: GoHighLevel Whitelabeling & Custom Branding (web version) to ensure your platform reflects correct agency branding. • Refer to the SOP 268: GoHighLevel Client Onboarding And Account Setup (web version) to confirm client sub-accounts are established before applying CRM configurations

Key steps 37 steps

1. 1 Log in to the agency dashboard, go to "Sub-Accounts," select the client account, and click "Switch to Sub-Account".
2. 2 From the main menu, click "Contacts" > click on the plus button to add a new contact.
3. 3 Enter First name, Last name, Email, Phone, Contact Type, Time Zone, and click "Save".
4. 4 After saving, look in the contact list and confirm the new contact appears with the details you entered. Use the search bar to find the contact by name, email, or phone. After searching, make sure the correct contact appears in the results with the right details.
5. 5 Next, click "More Filter" and set your filter criteria, e.g. Tag, Business Name, First Name, etc, and click "Apply" for each filter.
6. 6 After applying, click "Save as smart list". Then, name the smart list and click "Save".
7. 7 Now, you'll see a direct filter tab next to "All" in your contacts list. Confirm the smart list tab appears. In this SOP, "Business Name" was created as a smart filter.
8. 8 Search for potential duplicates by entering the same name, email, or phone. Check the boxes and click on the merge icon.
9. 9 Click "Merge Contacts".
10. 10 After merging, refresh the contact list. Search again by the same name, email, or phone. Ensure only one contact entry shows in the results.
11. 11 Go to "Contacts" and click on the "Import Contacts" icon.
12. 12 Click "Contacts" > "Next".
13. 13 Next, upload your CSV contact list file and choose how to import. Click "Next".
14. 14 Map fields to the correct columns. For example, match email to "Email", phone to "Phone", tags to "Tags". Click "Next".
15. 15 Set your preferences, then review the import summary, tick the box "I confirm all contacts..." and click "Start Bulk Import".
16. 16 Click "Settings" in the left menu > click "Custom Fields" > click "Add Field".
17. 17 Choose a field type: "Text", "Dropdown", "Date", "Number", or "Checkbox". Click "Next".
18. 18 Enter the field name in "Field Name". Assign the object to "Contact" and select a "Field Group". Set the options and click "Save".
19. 19 Confirm the new field appears in the "Custom Fields" list.
20. 20 Click "Tags" under "Settings" and click "+ Add New Tag".
21. 21 Enter the tag name in the "Tag Name" field. Click "Create".
22. 22 Confirm the tag appears in the "Tags" list under "Settings".
23. 23 Go to "Contacts" and click on a contact.
24. 24 Scroll down to "Tags" under "ACTIONS" and add or remove tags as needed.
25. 25 Return to the "Contacts" list. Confirm the tag list updates right under the "Tags" section.
26. 26 Select multiple contacts via checkboxes. Choose "Add Tags" or "Remove Tags" by selecting the respective icon.
27. 27 Name the action, choose the tag and click "Add Tags" or "Remove Tags".
28. 28 Open a contact from the "Contacts" list.
29. 29 Go to "Notes" and click "Add Note".
30. 30 Enter a concise description and click "Save".
31. 31 Open "Activity" and review recent emails, SMS, calls, forms, and appointments.
32. 32 Open "Tasks" and click "Add Task".
33. 33 Enter the title name, the description, set a due date, assignee, and click "Save".
34. 34 Go to "Contacts" → "Tasks" and apply the "Assignee" filter and select your user.
35. 35 Apply the "Due Date" filter to set a date range.
36. 36 Mark status as "Complete".
37. 37 Click the pencil icon to edit and set a new due date if needed.

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