Search Records in GoHighLevel

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Search Records in GoHighLevel Effectively

If you manage many records across tools like ClickUp and GoHighLevel, finding the right data quickly is essential. This guide explains, step by step, how to search any object record in GoHighLevel using the global search bar, filters, and object-based views so you can locate information in seconds.

The instructions below are based on the official GoHighLevel help documentation and walk you through practical examples you can apply immediately inside your account.

Understanding Object Record Search in GoHighLevel

In GoHighLevel, an object is a category of data, such as:

  • Contacts and leads
  • Opportunities and pipelines
  • Tasks, notes, and activities
  • Campaigns and workflows
  • Custom objects created for your business

Each object contains multiple records. Searching an object record in GoHighLevel means narrowing down all those records to the exact one you need by name, email, phone, ID, or other criteria available in the interface.

Where to Start Your GoHighLevel Record Search

GoHighLevel provides a unified approach for searching records from almost anywhere in the platform. The most common starting points include:

  • The global search bar in the main navigation
  • The Contacts, Opportunities, or custom object pages
  • Specific feature areas, such as Conversations or Campaigns

No matter where you start, the search tools follow the same core principles: choose the object, define the search criteria, and then refine the results using filters.

Step-by-Step: Searching an Object Record in GoHighLevel

Use the steps below as a generic workflow to search for any object record in GoHighLevel. The visual layout may vary slightly by object, but the process is consistent.

Step 1: Open the Relevant GoHighLevel Workspace

  1. Log in to your GoHighLevel account.
  2. Select the correct agency or sub-account from the left-hand sidebar if applicable.
  3. Confirm you are in the location where the object record is stored (for example, the correct client sub-account for a particular contact or pipeline).

This ensures your search only scans the data that belongs to the current workspace.

Step 2: Navigate to the Object Area

  1. From the main menu, go to the object category you need, such as:
    • Contacts for people and companies
    • Opportunities for deals in pipelines
    • Workflows or Campaigns for automation assets
    • A custom object if you have advanced data structures enabled
  2. Once inside the object page, you will see a list or table of records with columns such as name, status, and date.

Staying inside the correct object view keeps your GoHighLevel search focused and easier to manage.

Step 3: Use the Search Bar for the Object

  1. Locate the search field at the top of the object list. In many areas of GoHighLevel, this appears as a text box with a magnifying glass icon.
  2. Click into the search field and type a keyword that identifies the record, such as:
    • Contact name
    • Email address
    • Phone number
    • Company name
    • Opportunity title
    • Campaign name
  3. Pause briefly while GoHighLevel filters the list based on your input.

The record list updates automatically so you can see only the records that match your search term.

Step 4: Refine Results Using Filters in GoHighLevel

If the search term returns many matches, refine further with filters:

  1. Look for a Filters button or icon above the records table.
  2. Click to open the filter panel.
  3. Apply filters that are available for that object, for example:
    • Status (active, archived, open, won, lost)
    • Assigned user or owner
    • Pipeline and stage (for opportunities)
    • Date ranges (created date, last activity, last updated)
    • Tags or segments
  4. Click Apply or a similar button to update the list.

Combining the object’s search bar with filters gives you a precise view of the object records you need in GoHighLevel.

Step 5: Open and Review the Object Record

  1. From the filtered list, identify the correct record.
  2. Click on the record name (or the three-dot menu, depending on the object layout) to open the detail view.
  3. Review the information or perform actions, such as editing fields, changing stages, sending messages, or attaching notes.

At this point, you have successfully located and accessed a specific object record using GoHighLevel’s search tools.

Tips for Faster GoHighLevel Searches

To streamline your daily work, use these best practices when searching object records:

  • Use unique values: Search with emails, phone numbers, or IDs when possible to avoid multiple results.
  • Standardize naming: Keep consistent naming conventions for pipelines, campaigns, and workflows to make them easier to find in GoHighLevel.
  • Leverage tags: Apply tags to contacts, opportunities, or other objects, then filter by those tags when searching.
  • Save views: When available, save filtered views to quickly return to common sets of records.

Troubleshooting GoHighLevel Search Issues

If you cannot find the object record you are expecting, check the following:

  • Confirm the location: Make sure you are in the correct sub-account or workspace.
  • Check filters: Remove or reset filters that might be hiding the record.
  • Review spelling: Verify the spelling of names or email addresses in the search bar.
  • Adjust date ranges: Some objects only show records within a default date window; expand the date range if necessary.

For additional technical details and screenshots, you can review the original GoHighLevel support article on searching an object record.

Optimize Your Workflow Beyond GoHighLevel

Once you master searching object records in GoHighLevel, you can extend those skills into broader process optimization across your stack. Many agencies and teams integrate this CRM with documentation, project management, and automation tools to create a unified system.

For strategic guidance on building efficient, search-friendly workflows that connect GoHighLevel with your broader marketing and operations ecosystem, you can explore specialist resources and services at Consultevo.

By consistently using structured searches, filters, and standardized data, you ensure GoHighLevel remains a reliable source of truth for your business, allowing your team to find critical records quickly and act on accurate, up-to-date information.

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