Smart Lists
18 articles77 explained images
"Add Contact" Form Upgrade and Customizations
GHL Customer Care’s upgraded Add Contact sidebar streamlines contact creation and keeps your CRM consistent. Admins can choose which fields appear (including custom fields), set required fields, and reorder the form to…
5 min6Adding Files To Contacts using a Custom Field
This article explains how to add and manage files for contacts in GHL Customer Care using a File Upload custom field. This allows you to store documents such as contracts, invoices, forms, and other files directly within…
4 min6Adding Multiple Phone Numbers for a Contact
Need to store more than one phone number for a contact? GHL Customer Care makes it easy to manage multiple contact numbers from mobile to work, home, and more. You can also set a primary number and assign labels for…
3 min4Advanced Filters in Smart Lists
Use Advanced Filters in Smart Lists to segment contacts with more precision in GHL Customer Care. This article explains what Advanced Filters are, how they are used, and how the different filter options work so you can…
10 min9Company Object Feature: A Manual Way to Organize Contacts
The Company Object feature in GHL Customer Care helps users group related contacts under a shared company profile. This enhances relationship management, contact organization, and activity tracking across teams working…
4 min4Contact Activity Tab on Mobile
The Activity tab in the GHL Customer Care mobile app gives users a quick way to review a contact’s history while working from their phone. Instead of switching to the web app or searching across multiple tools, users can…
5 min2Contact Profile Picture
This article will show you how the profile picture feature works in GHL Customer Care, including how to upload images for contacts and where these images appear in the system. Profile pictures help personalize contact…
3 min3Contacts - Date Of Birth (Birthday)
The Birthday field in contacts allows you to personalize communications, build automation campaigns based on contact birthdays, and filter contacts by age within Smart Lists. This article explains how to utilize the…
4 min6Contacts – Revamped List View & SmartLists
Discover GHL Customer Care’s revamped Contacts module featuring a modernized List View and SmartLists 2.0. This update streamlines contact management with intuitive design, advanced filtering, and flexible…
2 min2CSV File Format for Importing Objects
This article will help you format your CSV file correctly before importing it into GHL Customer Care. By following this guide, you’ll avoid common import errors, save time, and ensure your data flows seamlessly into your…
7 minFAQs
TABLE OF CONTENTS General Questions Are documents under contacts shareable in nature? General Questions Are documents under contacts shareable in nature? Currently, all documents that are stored under contacts have a…
1 minHow to Create & Manage Smart Lists
This guide provides everything you need to know about Smart Lists in GHL Customer Care. Learn what Smart Lists are, how to configure and use them, best practices for optimizing their potential, and solutions to common…
5 min6How To Delete Contacts and Their Data
This article provides a step-by-step guide to deleting contacts and their associated data in GHL Customer Care. It explains how the feature works, its implications, and best practices for maintaining data hygiene and…
4 min5How to get customer consent or track legal basis to process your lead's or customer's personal data
Disclaimer : This is not legal advice. This help article is for informational purposes only. Always consult with your own legal counsel. What is personal data? Any information which are related to an identified or…
1 minHow to Manage and Merge Duplicate Contacts
Duplicate contacts can clutter your CRM, split communication history, and make reporting less accurate. GHL Customer Care provides two ways to manage duplicate contacts: manually selecting contacts to merge or using the…
8 min14How to Manage Multiple Email Addresses for a Contact
This article will show you how to manage and add multiple email addresses for a single contact in GHL Customer Care! You can manually add up to 10 additional email addresses per contact except the primary email address…
3 min4How to Use Do Not Disturb (DND)
This article provides an in-depth guide on the "Do Not Disturb" (DND) feature in GHL Customer Care, explaining its purpose, key benefits, and how to configure it effectively. You'll also find step-by-step instructions…
5 min5Troubleshooting Bulk Imports Via CSV
This article will help you resolve errors you may encounter when importing contacts through a CSV file in GHL Customer Care. Each error code comes with a specific reason and fix. Understanding these will ensure your bulk…
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