How to Use the Tabular View for Sub-Accounts in GoHighLevel

The tabular view for sub-accounts in GoHighLevel helps you manage large client lists more efficiently, similar to a spreadsheet in ClickUp or other project tools. This guide walks you step-by-step through using the table layout so you can quickly search, filter, sort, and update sub-accounts at the agency level.

What Is the GoHighLevel Sub-Accounts Tabular View?

In GoHighLevel, the sub-accounts tabular view is a data table that replaces the traditional card layout when you need a more compact, spreadsheet-style display. It is especially useful for agencies managing many sub-accounts, because you can see key details at a glance and perform bulk management actions faster.

You access this feature from the agency dashboard and switch from the standard grid layout to a table that shows each sub-account as a row, with columns for important properties such as name, owner, address, status, and more.

How to Access the GoHighLevel Tabular View

Follow these steps to open and use the tabular view for sub-accounts in GoHighLevel:

1. Log in to your agency account.
   Use your agency-level login credentials to access the main GoHighLevel dashboard.

2. Open the Sub-Accounts page.
   From the left-side navigation, go to the section where all your existing sub-accounts are listed in the default layout.

3. Switch to the tabular view.
   Locate the layout toggle or view selector (usually above the list of sub-accounts) and choose the option that changes the display from cards or tiles to the tabular layout.

4. Confirm the table is active.
   Once enabled, your sub-accounts should appear as rows in a table, with multiple sortable columns for each property.

After you activate this layout, GoHighLevel remembers your preference for easier sub-account management on future visits.

Understanding GoHighLevel Tabular View Columns

The sub-accounts tabular view in GoHighLevel includes several standard columns so you can quickly understand the status and details of each account.

Core Columns in the GoHighLevel Table

Typical columns you will see in the GoHighLevel sub-account table include:

• Sub-account Name — The name of the client or business.
• Owner — The user responsible for the sub-account.
• Email — Primary contact email for the sub-account.
• Phone — Main contact phone number.
• Address — Physical location details, often broken into street, city, state, and postal code.
• Status / Activity — High-level state of the sub-account (for example, active or inactive, depending on your configuration).
• Created Date — When the sub-account was set up in GoHighLevel.

The exact columns may vary based on updates to the platform, but the goal remains the same: a clear, sortable representation of all your sub-accounts.

How to Sort Sub-Accounts in GoHighLevel Tabular View

Sorting helps you quickly organize sub-accounts in GoHighLevel based on the column that matters most to you at that moment.

Steps to Sort Columns

1. Identify the column header.
   At the top of the table, locate the header you want to sort by, such as Name or Created Date.

2. Click the header once.
   A single click usually sorts the column in ascending order (for example, A–Z or oldest to newest). An arrow icon may appear to indicate the direction.

3. Click again to reverse order.
   A second click typically reverses the sorting, giving you descending order (for example, Z–A or newest to oldest).

4. Repeat for other columns as needed.
   Use different columns to explore your sub-accounts in multiple ways, such as by owner, recent activity, or alphabetical name.

This sorting behavior makes it simple to prioritize which sub-accounts to review or update first in GoHighLevel.

How to Search and Filter in the GoHighLevel Sub-Accounts Table

Search and filter tools narrow down large lists so you can quickly find a specific sub-account or group of accounts that share similar properties.

Using the Search Bar

1. Locate the search field.
   At the top of the tabular view, look for a search box.

2. Enter a keyword.
   Type in part of a sub-account name, email, phone, or other searchable field.

3. Review filtered results.
   The table updates to show only the sub-accounts that match your search text.

Applying Filters to the GoHighLevel Table

1. Open the filter options.
   Find the filter icon or filter menu above the table.

2. Choose a property to filter by.
   Select criteria such as status, owner, or creation date range, depending on your available filter fields.

3. Set your conditions.
   Define values, ranges, or options that match the sub-accounts you need to see.

4. Apply the filter.
   Click the apply or confirm button so GoHighLevel refreshes the table to reflect your filter settings.

5. Clear filters when finished.
   Use a clear or reset option to return to the full list of sub-accounts once you are done.

Combining search with filters allows for precise control over what appears in the sub-account table, making GoHighLevel especially powerful for agencies with many clients.

Editing Sub-Account Details from the GoHighLevel Tabular View

The tabular layout is designed so you can quickly drill into a specific sub-account and make updates.

Update a Sub-Account from the Table

1. Identify the row to edit.
   Use sorting, searching, or filtering to find the sub-account you want to change.

2. Open the sub-account actions.
   Depending on your GoHighLevel interface, you can either click the sub-account name, a dedicated edit icon, or a three-dot menu at the end of the row.

3. Select Edit or View.
   Choose the option that opens the detailed sub-account page or a quick edit panel.

4. Modify the necessary fields.
   Update information such as name, contact details, address, or owner assignment.

5. Save your changes.
   Click Save or Update so that GoHighLevel records your new data.

This workflow lets you efficiently maintain accurate records without leaving the central sub-accounts list.

Tips for Working Efficiently in GoHighLevel Tabular View

Keep these best practices in mind to make the most of the sub-accounts table in GoHighLevel:

• Use sorting before filtering. Quickly scan your list by sorting, then apply filters for more targeted work.
• Search by unique fields. When possible, search by email or phone, which are often unique to each sub-account.
• Regularly review inactive accounts. Sort by status or last activity (when available) to identify sub-accounts that might need attention.
• Standardize naming. Consistent naming conventions for sub-accounts make sorting and searching easier in GoHighLevel.

Additional GoHighLevel Resources

To see the original product documentation used to create this how-to guide, you can review the official help article here: Tabular view for sub-accounts list in GoHighLevel.

If you want expert help implementing, optimizing, or documenting your GoHighLevel setup, visit Consultevo for strategic consulting and technical services.

By mastering the sub-accounts tabular view in GoHighLevel, your agency can work faster, keep data consistent, and stay organized as your client list grows.

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