Smartlists

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

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

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.

At the moment we can only see a limited amount of smart lists before we have to select them in a dropdown. It would be great it we could change the UI so we could see all the smart lists in a list or board/gallery view. This way you could see more/all of your smart lists at once instead of having to look thru the dropdown to find the one you want.

Problem Marketers can’t natively build a Smartlist of contacts who bought a specific product (or category/SKU) within a rolling time window (e.g., “last 3 months”). Today this requires exports, tags, or custom automations. Goal Add first-class Purchase filters to Smartlists so users can target by what people actually bought, recently. Users & Stories Marketer: “Send a 10% coupon to anyone who bought ‘x’ in the last 6 months.” CS: “Create a follow-up list of customers who purchased membership in the last 30 days.” Sales: “Find contacts who spent ≥ $1,000 on Merch in the last 12 months and haven’t ordered since.” UX (Smartlist) Add a new filter group Purchases with the following fields: Product selector Field: Product, Category, SKU, Product Tag Operator: is, contains, is any of [multi-select] Time window Field: Purchased within → input [ N ] and unit days | weeks | months Order filters (optional) Payment Status = paid | refunded | partially_refunded Fulfillment Status = fulfilled | unfulfilled | any Source = Shopify | eComm | Funnel | Invoices | Any Aggregation (optional) Count of purchases >= [number] Total amount spent >= [currency input] Last purchase date before | after [date] Examples Product contains “SKU x” AND Purchased within 6 months AND Payment Status = paid Category is "Cat x" AND Count of purchases ≥ 2 in last 12 months SKU in [XXX-XX-XX-XXX, XXX-XX-XX-XXX] within 3 months

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.

🛑 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 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.

There is no way you can EXCLUDE contacts by tags, or any other selector, or as individuals from within a smart list, without deleting them entirely from the CRM. Every CRM I've worked with, even 10+ years ago, allows you to create entire lists that you exclude or by clicking on individuals (eg people who've already registered for an event, or already in the provess of buying and you don't want them to get a promo). I spent an hour with someone at GHL and no answer. It's set up for inclusion, but not for EXCLUSION. Also once you have your smart list, or several, you can't merge several, dedupe and exclude. Again this is so basic and the tech has been avsilable for over 15 years, I'm stumped.

Please add support for recurring iDEAL payments within GHL. iDEAL is the most widely used payment method in the Netherlands and Belgium. Without recurring iDEAL support, many businesses in these regions are unable to fully adopt GHL. Supporting recurring iDEAL payments would significantly increase adoption and make GHL much more attractive for the Dutch and Belgian markets.