Smartlists

Right now, all Custom Fields live globally inside a contact record. If an agency runs multiple lead sources or distinct business divisions in one sub-account (e.g., Facebook leads vs. Instagram leads, or Real Estate vs. Mortgage), the contact UI becomes incredibly cluttered. Opening a contact record forces users to scroll through dozens of irrelevant, empty fields meant for a completely different lead list. It slows down workflows and causes manual data entry mistakes. The Solution / Request: Allow Custom Fields (or Custom Field Folders) to have conditional visibility based on Smart List membership or Tags. For example: If a contact belongs to a "Facebook Leads" Smart List, only specific custom fields assigned to Facebook should show up on that contact's profile. If they are moved to an "Instagram" list, the UI should dynamically update to show Instagram-specific fields. Why this matters: This will drastically keep the contact interface clean for users, make data entry faster, and stop data pollution across different lead types without requiring users to jump between multiple custom tabs manually.

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.

In the Smartlist filter, have the option on the condition "in any of" and "none of" which we can select multiple entries instead of only one. This will resolve the creation of multiple filter boxes and more organized filtering.

🛑 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.

In Smartlists Advanced Filters, Nested filters can only be AND right now. That blocks a very common use case where we need: Tag = “New Year Free Class Registration” AND Nested: (UTM Source = ig) OR (UTM Source = fb) OR (UTM Source = meta) Today, the only way to do this is messy and time-consuming because we cannot build an OR set inside a nested group. Problem • Nested groups are locked to AND only • We cannot create a single grouped OR list like: ig OR fb OR meta • This forces duplicate filter blocks and increases mistakes Request Add the ability to set the logic for a nested group as AND or OR. How it should work Inside any nested group, include a toggle or selector: Group logic: [AND | OR] So a user can build: Tag = “New Year Free Class Registration” AND Group (OR): UTM Source = ig, fb, meta Outcome • Nested group supports OR logic • OR group supports multiple values (ig, fb, meta) • Works with existing AND/OR combinations above and below the group • UI clearly shows the group logic (example: “Group (OR)”) This would remove double work and make Smartlists behave like a real segment builder.

Right now, GoHighLevel Smartlists do not let us filter contacts using List Segment style logic (the way ActiveCampaign Segments work). What we need Please add Smartlist filtering based on List Membership / List Segments, so we can create Smartlists like: • Registered list AND NOT in Attendees list • Registered AND did not buy • In List A AND NOT in List B • In List A OR List B, then exclude List C • Combine list rules with tags, custom fields, dates, and other filters Real example We run live classes and need a Smartlist like: “Stocks Free Class Did Not Attend” Rule: • List Membership IS “Stocks Free Class Registration [Date]” AND • List Membership IS NOT “Stocks Free Class Attendees [Date]” This should update automatically so we can send follow ups to the correct people. Why this matters Without list segment logic inside Smartlists, we are forced into messy workarounds: • Extra tags everywhere • Duplicate workflows • Export and re-import lists • Manual list cleanup That creates mistakes and costs money because follow ups go to the wrong people or do not go out at all. Requested feature (how it should work) In Smartlists, add a filter type like List Membership / List Segments with options: • Is in list • Is not in list • Has any of (select multiple lists) • Has none of (select multiple lists) • Support nested AND / OR groups (segment builder style) Outcome • Smartlists can be built using list membership rules with AND/OR grouping • Can select multiple lists in one condition (not only one) • List results update dynamically as contacts join or leave lists • Works with existing filters (tags, custom fields, dates, etc.)

Right now, if I want to filter a smartlist or workflow by country, I can only select ONE country. I need to be able to filter by a group of countries, not just one, but there is no option for "is one of" or "is none of" for the country dropdown in either smartlists or workflows.

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.

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.

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.