How to Use the New GoHighLevel Contact Detail Page

The updated contact detail page in GoHighLevel gives you a centralized command center for every lead and customer, similar to how ClickUp centralizes project tasks. This guide walks you step by step through each section so you can quickly understand contact data, track activity, and take action without leaving the page.

Use this tutorial to learn where everything lives, how data is organized, and how to streamline your daily workflow inside GoHighLevel.

Overview of the New GoHighLevel Contact Page

The redesigned contact detail page in GoHighLevel is built around three main columns that keep key information visible at a glance:

• Left column: Essential contact info, status, and quick metrics.
• Middle column: Activity timeline and communication history.
• Right column: Tasks, notes, invoices, opportunities, and related records.

Understanding these three areas will help you move faster and avoid switching between multiple screens while working in GoHighLevel.

Left Column: Core GoHighLevel Contact Information

The left column holds the most important profile details so you always see who you are dealing with and where they stand in your pipeline.

Basic Contact Profile in GoHighLevel

At the top, you will see:

• Name and avatar: The contact’s full name and profile image (if any).
• Primary details: Email, phone number, and other basic fields.
• Tags: Labels to categorize and segment contacts.

You can click fields to edit or update them directly from this panel, which keeps GoHighLevel contact maintenance simple and fast.

Contact Status and Lead Information

Below the basic profile, the left column typically includes:

• Contact status: New, active, unqualified, customer, etc.
• Lead source: Where the contact came from (form, funnel, ad campaign, manual entry).
• Lifecycle or custom fields: Any account-specific fields configured for your agency or sub-account.

This layout lets your team see how the contact entered GoHighLevel and what stage they are in, supporting better prioritization.

Middle Column: GoHighLevel Activity Timeline & Communication

The middle column is your activity hub, showing a chronological feed of everything that has happened with the contact.

Viewing the Activity Feed in GoHighLevel

The activity feed summarizes all interactions, such as:

• Inbound and outbound calls.
• SMS and email messages.
• Form and survey submissions.
• Workflow events and automation logs.
• Appointment bookings and updates.

You can scroll through the timeline to understand the history of engagement. Each entry usually includes the date, time, channel, and basic context so you can quickly prepare before reaching out again.

Filtering Activities for Faster Insight

To make it easier to review information, you can typically filter the activity feed in GoHighLevel:

• Show or hide specific activity types (for example, only calls, only messages).
• Focus on recent time ranges.
• Drill down to automation or manual actions only.

These filters help you remove noise and see just the events that matter for your current task.

Managing Conversations From the Contact Page

The middle column also includes the ability to:

• Reply to SMS or email directly from the contact record.
• View conversation threads in chronological order.
• Track which team member handled the last interaction.

This design means you can use GoHighLevel as a full communication center without jumping between different modules to send or view messages.

Right Column: Tasks, Notes, and Sales in GoHighLevel

The right column connects all the operational and sales items associated with the contact, turning the detail page into a mini CRM dashboard.

Working With Tasks Linked to a Contact

In the tasks section you can:

• Create new to-dos related to the contact.
• Assign tasks to specific team members.
• Set due dates and priorities.
• Mark tasks as completed once finished.

This section keeps your follow-up actions visible and ensures each contact in GoHighLevel has clear next steps.

Adding and Using Notes in GoHighLevel

The notes area is ideal for storing contextual details, such as:

• Call summaries and key objections.
• Personal preferences or special conditions.
• Agreements or commitments made during conversations.

Because notes live on the same page as all other contact data, your team can quickly get up to speed before any interaction.

Invoices, Payments, and Opportunities

The right column also brings financial and pipeline data together. Depending on your configuration, you can see:

• Invoices: Existing invoices tied to the contact.
• Payments: Completed or pending transactions.
• Opportunities: Deals and pipeline stages associated with the contact.

This view lets sales and support teams verify the customer’s value, pipeline position, and payment status directly inside GoHighLevel.

How to Navigate Key Actions on the GoHighLevel Contact Page

Once you understand the layout, you can start taking consistent actions from the contact record.

Step-by-Step: Edit a Contact in GoHighLevel

1. Open the contact record from your main contacts list.
2. In the left column, click on the field you want to edit (name, email, phone, or custom field).
3. Update the information with the correct value.
4. Save or confirm changes if prompted.

These inline edits keep your database accurate without needing separate forms.

Step-by-Step: Log a Note

1. Navigate to the right column on the contact detail page.
2. Locate the notes section.
3. Click to add a new note.
4. Type the context or summary you want your team to see.
5. Save the note so it is added to the contact record.

Logging notes immediately after calls or meetings will greatly improve collaboration in GoHighLevel.

Step-by-Step: Create a Task for Follow-Up

1. Open the contact detail page.
2. In the tasks area on the right column, click to add a new task.
3. Enter a clear task title and any description.
4. Assign the task to yourself or another team member.
5. Set a due date and priority level if needed.
6. Save the task so it appears in your task lists.

With this workflow, every important contact gets a documented follow-up sequence.

Best Practices for Using GoHighLevel Contact Details

To get the most from the redesigned contact detail page, consider these practical tips:

• Keep statuses updated: Review and adjust the contact’s status after every key interaction.
• Use tags strategically: Apply tags for campaigns, segments, and customer types to improve automation and reporting.
• Review the activity feed before outreach: Scan recent actions so you always have context for your next message.
• Standardize note-taking: Create internal templates for notes (for example, “Problem – Solution – Next Step”) to make them consistent across your team.
• Connect opportunities and invoices: Make sure opportunities and billing records are linked to the correct contact to keep your reporting accurate.

Where to Learn More About the GoHighLevel Contact Page

If you want to see screenshots and the latest product updates for the contact detail page in GoHighLevel, review the official help documentation here: official GoHighLevel contact detail page guide.

For broader marketing automation strategies, CRM implementation support, or help optimizing your GoHighLevel setup, you can also visit Consultevo for consulting resources and implementation services.

By understanding each section of the contact detail screen and following these steps, your team can manage contacts more efficiently, keep data accurate, and fully leverage the power of GoHighLevel as a central CRM and communication platform.

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