GoHighLevel Contact Smart Lists 📃 How To Create Filtered Views To Optimize Your Sales Process [GHL]

All right what's going on guys Josh pocock here founder and CEO of executive stride in today's video we're going to be looking at how to use Smart list efficiently within go high level let's get right into it [Music] all right so I'm in a demo account right now with an Argo Hollow account and uh if I go over here to contacts right now obviously it's a demo account there's really no contacts but I'm going to show you let's just pretend there

Was a bunch of contacts you know there's a bunch of activity my campaign's firing my automation's firing my marketing emails text notifications all this stuff I have contacts with tags I have opportunity statuses and pipelines they're going to move through the pipelines and different buckets whatever the case may be you know on my demo booking my all these different stuff going on in your CRM your go high level right um what is the point of smart list right now the reason

I'm doing this video is because I see a lot of people really not maximizing um you know smart lists and some people don't even know what they are there's so many features of a thing go high level um so this is just one of those things that if you don't know why you need them or what how to set them up then you may not be you may be missing out on some opportunity and some efficiency in your business right so

For an example I got a screenshot here this is just like a few smart lists that we have we use these type of things for our wraps as well but uh so you can see some examples of different smart lists right here we have fresh leads unclaimed Josh cold lead qualification list Josh upcoming demo list Josh follow-up list uh demo completed not closed uh Josh rescheduled list three books activecampaign uh client acquisition code we have a bunch of smart lists uh

Or sales rep has smart lists Etc now what is a smart list so let's say we had a bunch of data a bunch of contacts within here you can click on my filters first of all I'll go over a few things within this contact Section because this is like you can do a lot of stuff and I may as well give you a quick rundown so add contacts is where you can add a contact manually right you can add contacts manually

You you may end up doing this sometimes but a lot of times it's gonna happen automatically through opt-ins funnels quizzes when people opt in and stuff or any type of you know interaction comes through your your website or whatever go high level automatically add that contact into your contact Section right pipeline change so say if I selected a bunch of contacts I could select multiple ones individually or I could click here to select all um I could do a bunch of

Actions up here I'm not going to go through all of them in depth because there is a decent amount of stuff but you can do pipeline change you can select pipeline opportunity name opportunity Source all this stuff and if you know need to know more information about opportunities and pipelines I did a video on that yesterday so go check that out I've been doing a lot of go high level videos lately uh there's so much stuff I could literally do endless

Videos on this amazing software anyways add to campaign and workflow so this is really good to add a bunch of contacts to a campaign or workflow automation uh send SMS so you can do like an SMS but uh blast right there send email email blast add tag remove tag delete contacts send review requests export contacts import contacts or merge up to 10 contacts all right and you can also go here to columns and you can go through and add more columns

If you wanted right so these columns will basically be all your custom fields and whenever you can like select which ones you want to see and whatnot also too if you click on the contact just so you know you'll see like the contact information the other fields and whatnot you can set up see how it says general information you can set up folders for these and you can have like quiz info uh you know customer info and then you could have

These drop down menus like so I can maybe make a video going more in depth about that stuff later in the future I'm not going to go through this whole interface here right that's not really what this video is about but you can do a lot of stuff here I may do some videos in the future going over this uh probably will for sure um but yeah that's kind of a quick rundown um if I had a bunch of contacts there

Would be an option like around here I believe where you could change it from instead of just showing like 20 contacts you could change it all the way up to 100 so you would see a bunch more um and then now this is where okay one last thing is quick search so you can do a quick search for contacts but over here in more filters you're gonna see like all these filtering options you can do right so if you're familiar with

Any type of project management software or spreadsheets filters pivot pivot tables whatever like any you've used stuff like this before where you can if you have a data set or a table of data you can create a filter like a view and you'll see only the contacts or only the type of data that fall into the category of the specific view or filter you set up so that's what a filter is and essentially what a smart list is is you saving

Um kind of like a kind of pretty much saving that that view and then you can easily just access it right all you would do is click up here click up here click up here so for example freshly done cleaned these would be just data that just potential leads that no one has claimed in the company and sdrs can go in there start claiming them start outreaching to them or following up with them appointments sending them whatever uh Josh and then

Cold lead qualification list so this would be like say if I go into fresh leads and claim some of these lists uh come claim some of these leads then they would be in my qualification list and that means that I would be uh in control that might be the lead owner right and I'd be trying to book them into the calendar right uh upcoming demos would mean that's upcoming demos and a lot of this stuff would be automated too that I'm

Changing into once they you know the opportunity status changes it's automatically going to change obviously into the Smart View because a Smart View is going to be based upon the opportunity or pipeline stage I'm going to show you that in a second I don't want this to sound super complicated or anything and guys especially if you're really trying to understand this you may you're definitely going to watch want to watch my opportunity and pipeline status video I did the other day

Because then you're going to understand how that works if you don't already and then you're going to know what I'm talking about with this and then follow-up list so demo completed not closed so say if you complete a demo and you don't close it you would drag it over into that demo completed not close in your opportunity stage and then it's going to show here as well and then reschedule lists rebooks so those are people that don't show or cancel you

Want to rebook them and you're going to have these lists so then you can easily filter and see uh where like the specific contacts you're looking for 4r right all right now that's kind of a mouthful you need to watch that over it's not meant to it's really not that complicated once you get the hang of things uh these are just basic like pipeline fundamentals CRM fundamentals if you've used like crms in the past or stuff like that you should be

Familiar with this type of stuff if you've used them properly but a lot of people may just come to go high level and it's actually very hard for them to use it because they maybe never even used a CRM tool in the past and go high level is more than just a CRM tool like it's the best CRM in my opinion and it has so many features but if you haven't even used the regular CRM and now you're coming in and

You don't even understand the fundamentals of what a CRM does why you need to use certain things and how to set it up correctly you're really going to be lost and you're really it's on honestly like all the amazing features of go high level may actually be a detriment to you because you won't know where to start that's why you need a proven process fall approve system Etc right so that's why I've been making these videos for you guys using go

High level or looking to use go high level right and this can be these principles can be applied to even if you're using another CRM as well right now anyways so there is a lot of different stuff and filters you can use to create smart views as you can see here uh most views are up here contact information so if like you wanted a a smart views for people in different cities you could create that or states or countries right postal

Codes even Tick Tock lead ID um workflows finished act active last activity campaigns import uh date um age pipeline so pipeline stage pipeline status so pipeline stage is a big one you would probably want to use so you could do like pipeline stage is and you could select your pipeline like sales Pipeline and then demo scheduled right so now that means if someone's in the pipeline uh stage of demo scheduled in our sales process right I'm gonna apply that obviously we

Don't have any right now and then I would add an and filter like so and then what I would do is the I would assign so this is what I would do so if that demo or that contact is assigned to me which I'm not in here right now I just have someone from the team this is a demo account like I said but let's just pretend it was my name or right now it's Abigail so if I sign it to

Abigail all of Abigail's demos upcoming demos for the sales team would show there right and so it'd be like Abigail upcoming demo list right um so that's the assigned leader okay so you could also add other filters here too um go here filters so let's go back let's you can edit these change these delete these you can have pretty much as much as you want all you do is click save as smart list and then you would just click uh upcoming

Demos right something like that or if you don't have any reps and it's just you you could just not assign it to anyone at the moment but realistically eventually you're going to want to add a rep so you can add the name and the smart list and you can have multiple each rep with their own smart list that's how we do it we use that strategy back in close i o we still use close i o as well but uh I'm

Just showing you what you can do in go high level now let's go to a few other things I'll show you a couple other things so you can also do a lot these right here last activity contact activity that's another one you'll be doing uh you can really take advantage of because you can create smart lists so that they'll be filtered in if the if contacts go stale if leads go stale if the activity has been over like 30 days or

90 days then you can set that up so they automatically got added into the smart list and you know that you need to follow up with them or put them in an automation or workflow whatever the case may be also to membership and offers so I did a video as well showing you how you can replace tools like kajabi or teachable with go high level and host your online coaching programs or courses within go high level so you can have offers

And products and you can actually create smart lists for clients or people or customers with who have access to those offers or products so that can be really useful you can create them for attribution attribution channels or you know the UTM parameters so medium campaign campaign ID Facebook click ID Google click ID all these different ones right and then custom fields of course you can do some of that so say if you have hiring stuff or whatever right you can get

Really Advanced with the smart list but I'd say first just keep it kind of simple I showed you a few examples that you would want to have really start by optimizing everything to optimize your sales process and your marketing right and also to like your you know you can really leverage thing things to optimize your customer success and delivery but if you're really just getting started out you want to make sure your sales process is like A1 right you want that's

Your money generator so things like making sure you have the proper automations for demo booking show up sequences you really want to maximize your uh your metrics on the on those ends your conversion rates right so your show up rate your conversion rates close rate people don't close you want to have a good follow-up system so these are all things that you can Implement and literally like this is something that if someone's not using this you could just put this system

In place into their business and they're guaranteed to get higher um you know percentages of either like show up rate close rate book rate whatever right so if you're not using this or not using it to the most efficient way possible then you need to be doing this right so I've I've I do free videos on this YouTube channel watch some of them I've done like eight go Hollow videos in the last eight days so check some of those out also

Have a bunch of videos on this YouTube channel where we go over a bunch of stuff I've been uploading a video a day for like the last almost seven months now so we're really kick uh you know kicking off 2023 strong the content's gonna get better better higher quality um but if you do want our help and our Plug and Play proven systems um we'll really plug you into our proven systems the whole Goa high level Campaign setup or you know

Uh account setup architecture structure you know we've been using this tool for like three four years now I personally have spent so long so long myself as well as a team developing our systems in here so it's been a complete Game changing tool this is just one aspect of how we really help our clients get great results but this is super super key guys so if you want our help with that you can go ahead Executives drive.com forward slash quiz fill

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