Smartlists

When I add columns to smartlists/columns, for example, opportunity and source, there is no way to save those columns. When you go back you have to add them again. There are certain columns I use all the time (other people too I'm sure). It would be great if there was a way to save them. HIGHLVL-I-1615

Allow the ability to change column positions in contacts / smartlists. HIGHLVL-I-3313

Current Limitation: In HighLevel, users can create Smart Lists but cannot rename or delete them unless they have access to Account Settings. This creates unnecessary friction and administrative overhead, particularly in environments where access to Account Settings is restricted for security, compliance, or operational reasons. Issue Overview: Smart Lists are designed as user-centric features, typically used as personal filters or saved views within the Contacts module. It is therefore reasonable and expected that individual users should have full control over the Smart Lists they create. Feature Request: Introduce a dedicated permissions section for Smart List management that decouples basic user functionality from full Account Settings access. Specifically: ✅ Allow users to rename and delete their own Smart Lists 🔒 Restrict the ability to rename or delete shared or global Smart Lists to users with Account Settings permissions Why This Matters: Aligns with the expected behaviour of other user-level features (e.g. saved views, filters) Avoids exposing sensitive account-wide settings to non-admin users Reduces administrative workload by removing bottlenecks for basic tasks Enhances day-to-day usability for teams working extensively in Contacts Encourages cleaner organisation and improved user adoption Suggested Permission Structure: Can Manage Own Smart Lists – default: enabled for all users Can Manage All Smart Lists – default: restricted to users with Account Settings access Impact: This small but meaningful change would significantly improve the user experience for operational users while preserving administrative control and system integrity.

🛑 Problem Right now, you can tag an opportunity as Lost and even assign a Lost Reason, but there’s no way to filter or sort your Smart List by those reasons. You can’t easily pull a list of “Lost → Bad Timing” or “Lost → Budget” to re-engage or retarget. 💡 Proposed Solution In the Smart List builder, under Pipeline Status → Lost, add an additional filter for Lost Reason with the operators: is is not includes does not include This would let you build queries like: “Pipeline Status = Lost AND Lost Reason includes ‘Bad Timing’” “Pipeline Status = Lost AND Lost Reason is not ‘No Budget’” 🎯 Why It Matters Re-targeting: Quickly reach out to prospects whose reason for losing was temporary (e.g. bad timing), rather than manually sorting through every lost deal. Data-Driven Follow-Up: Automate drip campaigns or reminders based on specific lost reasons—turn “almost” into “yes.” Pipeline Hygiene: Keep your active pipeline clean while still maintaining an easily accessible archive of “lost but not forgotten” opportunities.

The ability to create a form (for intake or check-in purposes) where the user can enter their unique contact ID (the native ID ghl creates) into the form in order to trigger automations or updates to their contact data. This would be huge for users who would like to use a form for something like checkins or updates for a specific contact when there may be "duplicate" phones/emails in the system. eg. a fitness gym might have a family of four people, each with the same phone/email, but they all have their own contact ID. each member could enter their contact ID to check-in. This would especially benefit any business with a sign-in sheet or check-in procedure such as health clubs, martial arts academies, medical clinics, chiros, etc.

I know there is a workaround automation for this but it would be great to be able to have the option BUILT DIRECTLY IN to filter via valid Mobile, Landline, VOIP and even UNKNOWN.

THE MOST EFFICIENT WAY TO PROSPECT WARM LEADS WOULD BE IF WE COULD SORT OR CREATE A SMART LIST FILTERED BY TASK - WHY YOU ASK? Because than we could mass prospect and or call one by one, text past leads, etc by assigned task and Would be THE MOST effective way of catching up a pipeline - especially when an owner has to terminate an employee due to lack of performance - which is why most sales members are let go right - so imagine catching up a pipeline within minutes vs WEEKS of individual prospecting.... PLEASE ALLOW SMART LIST THAT CAN BE FILTERED BY TASK Overdue, pending, etc - Thank you so much (Experience or recommendation comes from a fortune 500 business consultant that has done nothing but create, grow, and scale sales organizations for THE BEST of THE BEST in the world, Def a need for this and should have been one of the FIRST SMART LIST, yet sadly not even avail as of now)

Unless I'm missing something, I'm unable to create a smart list of contacts that submitted a particular form.

The current pre-built email contact segments are for "engaged" and subscribers for 30/60/90 days. A segment for emails opened 30/60/90 and emails clicked 30/60/90 (like other platforms have) would help us keep our lists pruned and engaged by only sending to active people. This feature on the Send & Schedule page of an email campaign would be A BIG HELP.

When will this feature finally be available? This is a MUST HAVE!