How to Use Search and Smart Filter View in GoHighLevel
If you are moving from tools like ClickUp to GoHighLevel, understanding the search and smart filter view will help you quickly find contacts, opportunities, and other records. This guide walks you through how to use the built-in search, apply smart filters, and save views so you can manage your data more efficiently inside GoHighLevel.
Overview of GoHighLevel Search and Smart Filter View
The search and smart filter view in GoHighLevel is designed to help you locate specific records and create focused lists without exporting data or using external tools.
Within the main listing pages, GoHighLevel provides:
- A global search bar to quickly find records
- Filter panels with standard conditions
- Smart filters you can stack and combine
- Options to clear and reset your view
These options make it simple to drill down to exactly the data you need at any moment.
Where to Find Search and Filters in GoHighLevel
Search and filter controls are located at the top of most list-based pages in GoHighLevel, such as contacts, opportunities, or conversations.
- Navigate to the section you want to filter (for example, Contacts).
- Look for the search bar at the top of the list.
- Find the filter or smart filter button or icon beside the search bar.
Once you know where the controls are, you can start combining search and filters to refine your view.
Using the Main Search Bar in GoHighLevel
The main search bar in GoHighLevel is ideal for quick lookups when you know part of a name, email, phone number, or other searchable field.
Steps to Use Basic Search in GoHighLevel
- Open the relevant list view, such as Contacts.
- Click in the search bar at the top of the screen.
- Type a keyword or part of a record, such as a first name or email.
- Wait for the list to refresh and display matching results.
This basic search is best for fast, one-off queries. For more precise segmentation, you will rely on the smart filter view.
Understanding Smart Filter View in GoHighLevel
The smart filter view in GoHighLevel lets you build advanced conditions and combine them into powerful queries. You can filter by multiple fields, apply date ranges, and use comparison operators.
Common Smart Filter Options in GoHighLevel
Depending on the area of the platform, you can typically filter by fields such as:
- Contact details (name, email, phone)
- Tags or custom fields
- Status or stage
- Date created or last activity date
- Pipeline or value (for opportunities)
Each filter condition usually provides operators such as:
- Equals / Does not equal
- Contains / Does not contain
- Is empty / Is not empty
- Greater than / Less than (for numbers and dates)
How to Apply Smart Filters in GoHighLevel
Applying smart filters in GoHighLevel is a step-by-step process. You can add one condition or stack several conditions to narrow your list.
Step-by-Step: Add a Single Smart Filter
- Open the list view you want to filter.
- Click the smart filter or filter icon to open the filter panel.
- Select the field you want to filter by (for example, Tag or Status).
- Choose an operator, such as “contains” or “equals”.
- Enter or select the value you want to match.
- Apply the filter to refresh the list.
Your list will now only show records that meet the selected condition.
Step-by-Step: Combine Multiple Filters in GoHighLevel
- Open the filter panel in your chosen list view.
- Add your first filter condition as described above.
- Click to add another condition (often labeled as “+ Add filter” or similar).
- Select the next field and operator.
- Choose whether the filters should work together using logical rules (such as all conditions must be true).
- Apply the stacked filters to update the list.
By combining filters, you can create highly targeted segments inside GoHighLevel that would otherwise require complex exports or external tools.
Managing and Clearing Filters in GoHighLevel
After working with multiple conditions, you may need to clear them and return to the default view.
How to Clear Active Filters
- Look for the active filter indicators at the top of the list.
- Click the close or remove icon beside each active filter to remove it individually, or
- Use a “Clear filter” or “Reset” option if available to remove all filters at once.
- Confirm that the list has returned to the full unfiltered view.
Regularly clearing filters prevents confusion and ensures you are viewing the full data set when needed.
Best Practices for GoHighLevel Smart Filter View
To work efficiently in GoHighLevel, follow these best practices when using search and smart filter view:
- Start broad and then narrow your filters as needed.
- Use standard fields consistently so filters remain predictable.
- Combine date filters with status filters for better reporting.
- Periodically clear filters to avoid silently hiding records.
Adopting these habits will make your daily workflow smoother and reduce the chance of missing important records.
Additional Resources for GoHighLevel Users
For further detail about search and smart filter view directly from the platform documentation, refer to the official help article at this GoHighLevel support page.
If you want strategic help implementing systems, automation, and workflows around GoHighLevel inside your business, visit Consultevo for consulting and implementation services.
By using the search and smart filter features consistently, you can keep your data organized, build precise segments, and manage information at scale inside GoHighLevel.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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