More Than Just an Address Book
At the center of HighLevel is the CRM (Customer Relationship Management). Every email sent, form filled, or appointment booked creates or updates a contact record here.
Understanding Tags
Tags are the most important organizational tool. You don't have "Lists" like MailChimp; you have one big
list of people with different tags.
Examples: "Lead", "Customer", "Booked Call", "VIP".
Smart Lists
Smart Lists are saved filters. They are dynamic. If you create a smart list for "Tag is VIP" AND "Last Appointment was > 30 days ago", the list automatically updates every day with people fitting that criteria. This is powerful for reactivation campaigns.
Bulk Actions
From the Contacts view, you can select multiple people and perform "Bulk Actions":
- Send SMS/Email: Broadcast a message instantly or in "Drip Mode" (e.g., 100 per hour).
- Add to Workflow: Push people into an automation sequence.
- Pipeline Change: Move people to a different sales stage.
Pro Tip
Always use "Drip Mode" for large SMS blasts to avoid getting flagged by carriers as spam.
Knowledge Check
What feature allows you to update lists automatically based on criteria?
