Smartlists

Description In GoHighLevel Smart Lists for contacts, there is currently no option to dynamically filter by “Assigned To = Current User.” This limits the ability to create reusable, team-wide Smart Lists that automatically adapt to the logged-in user. Problem: The Assigned To filter only allows selecting a specific user There is no dynamic option like Current User / Logged-in User As a result, Smart Lists must be duplicated per team member or manually maintained Expected Behavior: Smart Lists should support a dynamic filter option: Assigned To = Current User This would allow one shared Smart List to automatically show only the contacts assigned to the logged-in team member. Actual Behavior: Smart Lists can only be filtered by explicitly selected users No user-context-aware filtering is available Team-wide default Smart Lists are not possible without duplication Impact / Use Case: For sales and support teams, this feature would enable: Default Smart Lists for the entire team Automatic, user-specific contact views Less admin overhead (no duplicated lists per user) Cleaner, more scalable CRM setups Proposed Solution: Add “Current User” as a selectable option in the Assigned To filter for Smart Lists Resolve the filter dynamically based on the logged-in user Apply the same concept consistently across other user-based filters (where applicable)

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

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.

Need to show the sortable source column if it wasn't setup as a tag.

Problem Smart Lists are a core organizational and automation tool in GoHighLevel, but managing them at scale is currently very time-consuming and manual. When working with dozens or hundreds of Smart Lists (across cities, industries, teams, or use cases), users must: Edit Smart Lists one by one Share/unshare individually Duplicate lists individually Manually assign tags or naming changes to each list This becomes a major bottleneck for agencies, call centers, and high-volume operations. Requested Enhancements Bulk Create Smart Lists Ability to create multiple Smart Lists at once using: A template CSV input Or duplication with variable fields (e.g. City, Industry) Example: Create 50 Smart Lists for Atlanta – [Industry] in one action. Bulk Edit Smart Lists Ability to select multiple Smart Lists and apply changes such as: Rename (prefix/suffix) Modify filters Change folder Enable/disable sharing Bulk Share / Unshare Smart Lists Ability to: Select multiple Smart Lists Share or unshare them with users, teams, or sub-accounts in one action This is especially critical for: Call center rollouts Temporary access for VAs Regional or campaign-based permissions Easy Smart List Duplication (Mass Duplicate) Ability to: Duplicate multiple Smart Lists at once Optionally auto-rename with patterns (e.g. “Copy – City Name”) This would drastically speed up market expansion and onboarding. Mass Assign Tags to Selected Smart Lists Ability to: Select multiple Smart Lists Assign or remove one or more tags in bulk This would enable: Faster organization Easier filtering Better long-term Smart List management Why This Matters Agencies often manage 100–1,000+ Smart Lists Manual list management does not scale Bulk operations are standard in CRMs at this level This feature would significantly improve: Speed Usability Enterprise readiness Ideal UX (High-Level) Checkbox selection on Smart List page “Bulk Actions” dropdown: Edit Duplicate Share / Unshare Assign Tags Move to Folder Impact This would save hours per week per account, reduce user frustration, and make GoHighLevel far more efficient for large teams and agencies.

Problem Currently, GoHighLevel Smart Lists cannot be filtered by a contact’s most recent inbound or outbound call. This makes it difficult to segment leads based on true call recency, especially for high-volume dialing teams, ISAs, and sales pipelines where call timing is critical. Users are forced to rely on: Task due dates Pipeline stage movement Manual notes Limited activity filters None of these accurately reflects the last real call interaction. Proposed Solution Introduce a system-level method to automatically update a custom contact field whenever a call occurs, enabling Smart Lists to filter by the most recent call activity. Suggested Custom Fields Last Inbound Call Date Last Outbound Call Date (Optional) Last Call Date (whichever occurred most recently) These fields would be automatically updated in real time whenever: An inbound call is received. An outbound call is completed (connected or attempted — configurable) Smart List Enhancements Enable Smart List filters such as: The last outbound call date is more than X days ago. Last Inbound Call Date is within the last X hours. Last Call Date is before/after a specific date. Last Call Date is empty (never called) Use Cases Follow-up prioritization for untouched or stale leads No-show and cancellation recovery workflows High-performance dialing team management. Preventing overcalling or undercalling contacts SLA enforcement for response times Cleaner automation logic without workarounds Current Workarounds (Suboptimal) Manual tagging Task-based logic Parsing call logs with Zapier Notes-based triggers These approaches are fragile, slow, and introduce human error. Business Impact Improves sales efficiency and response time Enables true call-based automation Reduces CRM clutter and manual processes Makes Smart Lists significantly more powerful for call-centric businesses Summary Adding automatic custom field updates for inbound and outbound calls would unlock accurate call-recency filtering in Smart Lists, dramatically improving segmentation, automation, and performance tracking across sales and support teams.

Instead of having to manually duplicate smartlists from 1 subaccount to another, make it saveable to an account snapshot. big time saver. HIGHLVL-I-3324

In the smartlists, we can only filter by Opportunity Age, Stage, Pipeline and Status. We need the ability to filter contacts by any default or custom field in the opportunity. Use case example: We have added a dropdown called "Product Type" in the opportunity. Now, we need to get all contacts who have opportunities with a certain product type.

I want to be able to text/email all my subaccount users and admins at the same time without having to go through each sub and manually adding each contact (eg system updates, support reminders, and testimonial requests). The subaccount users and admins change all the time. I'd like a smart list to automatically be created in the agency subaccount populated with these contacts.

The ability to take one Smart List and exclude another Smart List. Example: Smart List for master newsletter recipients and then exclude another Smart List representing a sub-segment who shouldn't get the same email campaign as the rest of the list. This should at least be doable as a campaign send/schedule function.