How to View CRM Records in GoHighLevel

If you use tools like ClickUp to manage work but rely on GoHighLevel for sales and marketing, knowing how to quickly view CRM records is essential. This guide shows you exactly where to find your contacts, opportunities, and conversations inside GoHighLevel so you can review every interaction in one place.

The steps below are based on the GoHighLevel help documentation and walk you through the CRM Records view, filters, and available columns.

Accessing CRM Records in GoHighLevel

The CRM Records section lets you see detailed information about your leads and customers. This unified view is designed to give you a full picture of each contact, from conversations to payments.

1. Log in to your GoHighLevel account.

2. Open the desired sub-account where you manage your contacts.

3. From the left-hand menu, navigate to the CRM or Contacts section (depending on your account layout).

4. Select the option labeled CRM Records (or equivalent list view, as shown in the official documentation).

After opening the CRM Records view, you will see a list of records organized in rows and columns with multiple data points about each contact.

Understanding the GoHighLevel CRM Records Layout

The CRM Records view in GoHighLevel is built to centralize activity and communication for each contact. The layout typically includes:

• Search bar to look up specific contacts or records.
• Filters to narrow down visible data.
• Columns containing details like name, email, phone, tags, pipelines, and more.
• Action buttons to open a record, start a conversation, or edit the contact profile.

Each row represents a contact or CRM record and lets you quickly scan key information before opening the detailed view.

Key Columns Inside GoHighLevel CRM Records

The information you see in the CRM Records table can vary by configuration, but common columns based on the GoHighLevel help page include:

• Contact Name – The primary identifier for the person or company.
• Email and Phone – Core contact information for quick outreach.
• Tags – Labels used to segment or categorize contacts.
• Pipeline / Opportunity – Sales pipeline stage or opportunity details.
• Last Activity – The most recent interaction or update.
• Owner or Assigned User – Team member responsible for the record.

Depending on your settings, you may also see additional data such as source, campaign, or custom fields that you have configured for your CRM.

How to Filter CRM Records in GoHighLevel

Filters help you find the right CRM records quickly, especially when you manage a large database in GoHighLevel.

1. Open the CRM Records view inside your chosen sub-account.

2. Locate the Filter or Advanced Filters option at the top of the list.

3. Select criteria such as:

   • Tag or segment
   • Pipeline or deal stage
   • Assigned user
   • Date ranges for activity

4. Apply the filter to update the visible CRM records.

You can clear filters at any time to return to a full view of all CRM records in GoHighLevel.

Viewing Individual CRM Records in GoHighLevel

To see full detail on a specific contact or opportunity, you need to open the CRM record page.

1. From the CRM Records list, locate the contact you want to review.

2. Click the contact name or the Open icon associated with that row.

3. This action will open the full record view, which typically includes tabs or sections for:

   • Profile – Basic information and custom fields.
   • Conversations – SMS, email, calls, and other interactions.
   • Opportunities – Deals or pipeline updates linked to the record.
   • Notes – Internal notes added by your team.
   • Tasks or Appointments – Follow-ups and scheduled meetings.

From this page, you can update the record, log new activity, or start a conversation directly within GoHighLevel.

Using Notes and Conversations in GoHighLevel CRM Records

Notes and conversations keep your CRM records actionable and complete. Inside the detailed record view:

• Notes allow your team to document key details, objections, or next steps for each lead.
• Conversations show a timeline of all messages, emails, and calls, so you can understand the full communication history.

Having notes and conversations attached to each CRM record in GoHighLevel ensures continuity when multiple team members work with the same contact.

Best Practices for Managing CRM Records in GoHighLevel

To get maximum value from the CRM Records view, consider these practices:

• Keep records updated – Regularly update status, tags, and custom fields.
• Use filters strategically – Save time by filtering for active deals, new leads, or overdue follow-ups.
• Document everything – Use notes after each call or meeting so the record remains accurate.
• Review activity history – Check past conversations before you reach out again.

These habits help you maintain a clean database and improve team collaboration inside GoHighLevel.

Additional GoHighLevel Help Resources

For more technical detail about viewing CRM records and related features, you can review the official documentation provided by the platform:

• Official GoHighLevel guide on viewing CRM records

If you need broader strategy support, automation planning, or CRM implementation services that integrate with GoHighLevel, you can explore expert resources such as Consultevo for consulting and optimization help.

Summary: Working Efficiently With GoHighLevel CRM Records

The CRM Records view in GoHighLevel centralizes every key detail about your leads and customers, from contact data to conversations and opportunities. By learning how to access this view, apply filters, and drill into individual records, you can work faster and keep your sales and marketing activities aligned.

Use the structured list view to track status at a glance, and rely on detailed record pages to manage ongoing relationships. With consistent usage, the CRM Records feature becomes the hub of your daily workflow in GoHighLevel.

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