HighLevel Contacts Tutorial: Full Overview

Опубликовано: 21 Июль 2026
на канале: Bridget Bartlett | Vision Assistant & Agency
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I want to show you everything you can do inside the HighLevel contacts tab. It looks simple, but there are so many features packed in here that I had to make a full training just for this one section.

I walk you through a contact profile first. You can see their info, any custom fields, tags, automations they are in, pipelines, and past activity like notes, appointments, and transactions.

Then I show you the bulk actions. You can select many contacts at once and update a pipeline, add them to a workflow, or send an email or text message. I explain why you should drip your sends instead of blasting everyone at once, so your email reputation stays healthy.

I also cover tags, since I use tags for almost everything in HighLevel. You can add or remove tags in bulk, export and import your contacts, add a company to a group of contacts, and merge two duplicate profiles into one clean record.

My favorite part is the filters. You can filter by tag, email, city, business name, and more, then save that filter as a smart list. I build a smart list with you using the newsletter tag and an email requirement, then send a campaign straight to that list from the marketing tab.

If you use HighLevel contacts, marketing automation, or smart lists in your business, this training will save you time. If this helps, hit subscribe so you do not miss the next one.

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Bridget Bartlett, Owner and Coach | My Vision Agency | My Vision Assistant

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Disclaimer: The information provided on this channel is for educational purposes only. We make no guarantees about your ability to get results or earn any money with our ideas, information, tools, or strategies. Your results are dependent on your own effort, knowledge, and skills. All business entails risk as well as massive and consistent effort and action.

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