GoHighLevel Bulk Actions Guide

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How to Use GoHighLevel Bulk Actions for Contacts and SmartLists

If you are switching from tools like ClickUp or other CRMs, understanding how the upgraded bulk actions work in GoHighLevel will save you a lot of time. This guide walks you step by step through using the modern bulk actions interface inside Contacts and SmartLists so you can manage records, send campaigns, and update data efficiently.

The instructions in this article are based on the upgraded bulk actions experience that appears as a right-side panel when you select multiple contacts in the Contacts or SmartLists view.

Overview of GoHighLevel Bulk Actions

The upgraded bulk actions feature in GoHighLevel lets you apply the same update to many contacts at once. Instead of opening each record individually, you can select a group and perform actions like:

  • Updating fields and contact details
  • Adding or removing tags
  • Subscribing or unsubscribing from workflows and campaigns
  • Applying or removing DND (Do Not Disturb) preferences
  • Adding to or removing from SmartLists
  • Deleting or restoring records, when applicable

The interface is designed to be fast and intuitive so that agencies and marketers can manage large contact lists inside GoHighLevel with fewer clicks.

Accessing Bulk Actions in GoHighLevel Contacts

To access the upgraded bulk actions interface, you must start from the Contacts area of your GoHighLevel account.

  1. Log in to your GoHighLevel account.

  2. From the left menu, go to Contacts.

  3. Use the filters or search bar to locate the contacts you want to update.

  4. Select contacts using the checkboxes next to each record, or use the top checkbox to select all visible contacts in the list.

  5. After at least one contact is selected, a new bulk actions bar appears, usually along the top of the contact list.

  6. Click the bulk action option to open the upgraded right-side panel.

The panel will slide in from the right side of the GoHighLevel interface and display all available bulk actions that can be applied to the selected contacts.

Using the GoHighLevel Bulk Actions Right-Side Panel

When the panel opens, you will see a structured list of possible actions organized by type. The exact options may vary depending on your account permissions and enabled features, but typically include:

  • Update Contact Fields – Edit core data like name, phone, email, company, and custom fields.
  • Manage Tags – Add or remove tags across all selected contacts.
  • Workflows / Campaigns – Add contacts to automation or remove them from existing sequences.
  • DND / Unsubscribe – Apply or clear communication restrictions.
  • Delete Contacts – Permanently remove selected contacts if you have the right permissions.

Each option opens a specific configuration view inside the same panel so you can define exactly how the bulk change will behave.

Step-by-Step: Applying a Bulk Update in GoHighLevel

Follow these steps to run a typical bulk update using the GoHighLevel interface:

  1. Select the contacts from the Contacts or SmartLists page.

  2. Open the bulk actions right-side panel.

  3. Choose the desired action type, such as Update Fields or Add Tags.

  4. Fill in the configuration details. For example, choose which tag to add or which field to update.

  5. Review the summary to confirm the number of contacts affected.

  6. Click the action button (for example, Run or Apply) to start the bulk operation.

For very large lists, GoHighLevel may process the action in the background. During that time, you can continue working in other areas of the platform.

Managing Tags in GoHighLevel with Bulk Actions

Tag management is one of the most common uses of the upgraded bulk actions interface in GoHighLevel. Tags help you segment contacts for campaigns, reporting, and automation.

How to Add Tags to Multiple Contacts

  1. Open Contacts or a SmartList in GoHighLevel.

  2. Select all contacts you want to tag.

  3. Open the bulk actions right-side panel.

  4. Choose Add Tag or the equivalent tag-related option.

  5. Search for an existing tag or create a new tag name, depending on your interface options.

  6. Confirm the selection and apply the action.

All selected contacts will now have the chosen tag attached, enabling more precise targeting in your GoHighLevel campaigns.

How to Remove Tags with GoHighLevel Bulk Actions

  1. Select the contacts that should have a tag removed.

  2. Open the bulk actions panel.

  3. Choose the Remove Tag action.

  4. Pick the tag(s) you want to remove.

  5. Apply the change and allow the system to process the update.

This helps clean up segments when a tag is no longer relevant or when contacts should move to a different stage in your GoHighLevel workflows.

Working with SmartLists and Bulk Actions in GoHighLevel

SmartLists in GoHighLevel are dynamic views based on filters and conditions. The upgraded bulk actions interface works seamlessly inside these lists, making it easy to maintain large segments.

Using Bulk Actions Inside a GoHighLevel SmartList

  1. Navigate to Contacts > SmartLists in GoHighLevel.

  2. Open the SmartList that matches the segment you want to edit.

  3. Use the top checkbox to select all visible results, or select specific contacts individually.

  4. Open the bulk actions panel.

  5. Choose the appropriate action such as adding tags, updating fields, or adding to workflows.

  6. Review and confirm your changes.

Because SmartLists are filtered views, any changes you make can affect how contacts appear in other lists and automation rules throughout your GoHighLevel account.

Best Practices for Safe Bulk Actions in GoHighLevel

Bulk changes are powerful. To avoid mistakes when using the upgraded interface in GoHighLevel, follow these best practices:

  • Test on a small group first: Start with a limited set of contacts before applying changes to a full list.
  • Double-check your filters: Make sure your SmartList or filter criteria are correct before selecting all contacts.
  • Review summaries: Pay attention to the confirmation step and verify the number of affected records.
  • Export a backup: When performing major structural changes, export contacts first for backup and audit purposes.
  • Coordinate with your team: In an agency account, confirm that no one else is running conflicting bulk operations at the same time.

Additional GoHighLevel Resources

If you want to explore the official documentation for the upgraded bulk actions interface, you can review the original help article on the GoHighLevel help center: Upgraded Bulk Actions Interface for Contacts & SmartLists.

For broader strategy, implementation support, and CRM optimization beyond GoHighLevel, you can also visit Consultevo to learn about consulting and optimization services for marketing teams and agencies.

By mastering the upgraded bulk actions interface in GoHighLevel, you can keep your database clean, align your automations with your contact segments, and save hours of manual work every week.

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