Smartlists

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

Feature Request: Enterprise-Grade List Management & Billing Transparency Advanced Pagination & Navigation Logic The Issue: Current linear pagination (clicking "Next" repeatedly) is non-functional for large datasets (80k+ records). Filters aren't always a substitute for manual list audits. The Solution: Implement Direct Page Input (e.g., "Go to page [ ] of 870") and a Jump-to-End toggle. This allows users to navigate the database non-linearly, saving hours of manual labor. Native Email Hygiene & "Bounce/Fail" Management The Issue: Managing list health is currently opaque. There is no streamlined way to bulk-isolate "Bounced" or "Failed" statuses for archival or deletion. The Solution: Introduce a system-level "Email Health" filter that identifies hard bounces, soft bounces, and delivery failures across the entire sub-account. Users should be able to select these segments in one click to archive/delete, ensuring better deliverability without manual guesswork. Compulsory Billing Disclosures (Authorization Gates) The Issue: High-volume actions (like list cleaning or bulk validation) trigger significant charges without a final "Review Cost" confirmation screen. The Solution: Implement a Pre-Action Billing Summary. Before any bulk action that incurs a per-record fee (like the $260 list cleaning mentioned), the system must display: Total records being processed. Estimated cost per record. Total cost to be charged to the wallet/card. An "Approve & Proceed" button. UI/UX Modernization ("Clean View") The Issue: The "Conversations" and "Contacts" views are visually dense, leading to user error and fatigue. The Solution: Create a Minimalist View Mode that mimics the whitespace and clarity of Gmail or Outlook. Reducing visual noise will help teams manage large volumes of data with higher accuracy.

I just got off of a call with tech and confirmed, I cannot simply select a group of contacts and easily create those as a new Smart List. It's a work of Congress (and then some) to take existing contacts and create a new Smart List out of them. Essentially, I have to export them, then reload them and create a Smart List name for them. WAY TOO MUCH WORK for something so simple.

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

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.

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.

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.

Smart lists need to have adjustable column widths...that are able to be saved! Creating views to get just the right amt of info is so helpful. ClickUp does this great.

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)

Business Case: Our workflows require quick access to Custom Object data while working with Contacts. For example, a wine retailer needs to filter contacts by purchase history (stored in Custom Objects) to create targeted marketing campaigns. Requested features: * Contact Smart List Filtering: Add Custom Object fields as filter options in Contact Smart Lists. * Column Display: Allow Custom Object fields to be added as columns in Contact list views. * Contact Detail View: Display associated Custom Objects directly within Contact detail screens * Workflows: Allow business logic with associated custom objects in workflows (still evaluating) All are needed without navigating away from the Contact interface or otherwise breaking immersion or user's workflow context. Current System Limitations * Contact Detail: Requires 3-6 clicks through Associations to view Custom Object data. Poor user experience for quick insights * Contact Lists: No ability to filter or display Custom Object associations. Cannot segment contacts based on related data. * Custom Object List when added: Shows all objects regardless of association; limited search (3 fields max). Inadequate for contact-specific workflows Example Use Case: We have Custom Objects (OrderedItems - order line items) associated with Contacts, with properties like: item_wine_varietal (enum) item_price ( float ) item_quantity (float) order_date (date range) vineyard (enum) item_subtotal (float) We need to create Smart Lists like "Contacts who purchased Zinfandel over $100" or "Customers ordering any items in the last 14 months" (and any other number of permutations) - without navigating away from the Contact interface - this is key..