Data Management Redesign Update for GHL 

The new data management redesign makes it easier than ever to navigate the four key pages. Two of the updated tools are now under the Contacts section of the sub-account, while the other two can be found in the main Settings menu.

Users will immediately notice the difference. Each redesigned page features a cleaner table layout, logical spacing, and consistent placement for filters, search, and action buttons.

Tagging hundreds of contacts or updating a single custom value is now simple, predictable, and smooth. The update turns routine data tasks into a seamless experience.

• The main menu on the left side of your screen includes all the main areas you work in when using GoHighLevel (GHL).

1.1 Click on the Contacts menu item to access the Restore section.

• You’ll now be in the Contacts section, where you can access the Restore tab from the top menu.

1.2 Click the Restore tab.

1.3 You should notice the new look for the Restore tab

• You should still be in the Contacts section.

2.1 Click the Bulk Actions tab.

2.2 You will notice the updated interface for the Bulk Actions tab.

• Go to the left-hand sidebar, look all the way to the bottom.

3.1 Click on the gear icon ⚙️ labeled Settings.

• You’ll now be in the main Settings dashboard, where you can access:
  • My Profile
  • Company
  • Team
  • Billing
  • and more.

• You should now be in the Settings section of your GoHighLevel subaccount.

4.1 Click on the Tags section.

4.2 You will notice the updated layout of the Tags section.

• You should now be in the Settings section of your GoHighLevel subaccount.

5.1 Click on the Custom Values section.

5.2 You will notice the updated interface of the Custom Values section.

Agencies can see the real impact of the data management redesign in everyday work. Take onboarding a new client with a messy lead list of thousands of contacts. Before this update, cleaning and tagging those leads was slow and manual. Now, the new Bulk Actions page makes it simple. Teams can filter contacts and apply foundational tags like ‘Import-2024’ or ‘Client-Nurture’ in seconds, ensuring leads are organized and ready for action immediately.

The redesigned Custom Values page adds another layer of efficiency. Agencies can update account-wide placeholders for campaigns quickly, keeping every email and message personalized and accurate from the start.

This data management redesign also shines in routine maintenance. Cleaning out old, unqualified, or deleted contacts is now straightforward. Agencies can confidently run monthly or quarterly audits to keep their CRM healthy and their data accurate.

Leverage the Unified Filters: The data management redesign now makes finding what you need faster than ever. Instead of scrolling through long lists, use the top filter and search bar available on all four redesigned pages. This lets users quickly isolate the exact contacts or data they need, making bulk actions and audits much more efficient.

Standardize Tag Naming: With the cleaner Tags interface, now is the perfect time to adopt a simple, consistent naming method. For example, always start with a prefix like ‘Status:’ or ‘Source:’. This approach makes visual checks and sorting faster and helps users get the most out of the data management redesign.

Use Custom Values for Branding: The updated Custom Values page is ideal for storing important information like client social media links or custom booking phrases. By keeping these values up to date in the cleaner layout, users can maintain consistent branding across all communications and ensure everything runs smoothly.

The new data management redesign has transformed how users handle Bulk Actions, Contact Restore, Tags, and Custom Values. Common data tasks are now smoother and faster, eliminating the friction that used to slow daily operations.

With improved consistency, reduced visual clutter, and a major boost in performance, the platform now empowers users to work smarter. Complex data management tasks can be completed confidently and efficiently, giving users the freedom to focus on scaling their business while the GHL platform actively supports their growth.