Smarter Contact List Filtering Just Launched in GHL

SmartLists 2.0 and the Contact List Filtering View didn’t just get a facelift, they’ve been completely re-engineered to fix the everyday frustrations GHL users face. If clunky filters or slow-loading lists have been slowing you down, this update changes everything.

Here’s what’s fresh:

1. Unified, modern interface across the CRM
The new Contact List Filtering view now looks and feels like other parts of the CRM, finally bringing visual consistency across your workflows. It’s cleaner, simpler, and far more intuitive for team training.

2. Advanced filter builder with AND/OR logic
This is the powerhouse feature. You can now build SmartLists using both AND and OR conditions, perfect for more nuanced segmentation. Want Contact List Filtering who are tagged as “Client” and opened an email or booked a call? Done.

3. New field manager with drag-and-drop
Organizing columns in your Contact List Filtering used to be a pain. Now it’s as simple as dragging and dropping, with easy search and visibility controls built right in.

4. Massive speed upgrades
The new list view is lightning fast, even with large datasets. Page load and filter application are significantly quicker, making daily CRM tasks smoother.

5. Share SmartLists with your team
Need to give your team access to a SmartList? Just choose whether they can view it or make changes, no more duplicating lists or wasting time on manual workarounds.

It’s everything users loved about the old SmartLists, supercharged for speed, logic, and collaboration.

SmartLists 2.0 has officially moved out of beta and into the hands of every GHL user. And if you’ve seen it during LevelUp or in early previews, a lot has improved since then.

Here’s what’s been refined:

All-in-One Workflow:
In the old version, sorting, field management, and filtering were all siloed in different areas. Now, they’re integrated into one seamless interface. No more jumping between tabs just to get your list right.

UI Consistency Across the CRM:
The updated Contact List Filtering now mirrors the design of Pipelines, Companies, and Tasks. That means your team won’t need a new learning curve every time they switch screens.

Smarter, Role-Based Sharing:
Before, sharing a SmartList meant either duplicating it or giving full edit access. Now, you can assign “View Only” or “Edit” permissions, ideal for larger teams with layered roles.

Performance Boosts:
The new UI loads much faster than the old SmartList experience. It’s not just smoother, it’s built to handle bigger lists without lag, which is a major win for agencies working at scale.

Beta Feedback → Real Features:
Many improvements came directly from user input during beta. GHL took those insights seriously, enhancing UI usability and fixing quirks before full rollout.

This isn’t just a polished beta. It’s a fully upgraded system built for everyday agency use, and it’s live right now.

If you run an agency or manage large volumes of contacts, this update is more than a cosmetic upgrade, it’s a serious boost in how you work.

Here’s what changes for you:

Faster Execution = More Time Back
If your Contact List Filtering open fast, filters work on the spot, and columns are easy to manage, you’re saving serious time, especially when you’ve got hundreds or even thousands of contacts to deal with.

Smarter Segmentation
Now you can Contact List Filtering the way your brain already works, using AND/OR rules to group leads who took key actions or fell through the cracks. It’s way more flexible and cuts down on the usual filtering mistakes.

Cleaner Collaboration
Keeping everyone aligned shouldn’t mean duplicating the same list a dozen times. Now, you can build one solid SmartList and share it with your team, giving them access without the clutter. It makes everything from training to tracking results a whole lot easier.

Scalability Without Chaos
As your Contact List Filtering grows, your tools need to keep up. SmartList 2.0 handles heavy data, big teams, and detailed filters without slowing you down.

Consistency That Reduces Training Time
The unified interface makes it easier to train new users, switch between CRM areas, and build processes that work across accounts. That means fewer support tickets and smoother team adoption.

Bottom line: this update helps you move faster, work smarter, and grow cleaner.

Managing Contact List Filtering in GHL just got a serious upgrade. With SmartList 2.0, you can filter smarter, view cleaner data, and share contact views across your team, without chaos. Here’s how to get started with the new SmartList experience in just a few clicks:

1.1 From your GHL account, go to the left-hand menu.
1.2 Click on Contacts and then select SmartLists.

2.1 Click More Filters to start building a brand-new SmartList.
2.2 Want to make changes to one you already saved? Just click its name at the top to open it.

3.1 Hit Add Filter to lay out the rules for your SmartList.
3.2 Want contacts to meet all your criteria? Use AND. If just one match is okay, use OR.
3.3 You can even layer both for deeper targeting, say, contacts tagged as “Lead” with no phone number or who haven’t been active in a month.

4.1 Click Manage Fields in the upper right.

4.2 Use the search bar to find fields quickly.
4.3 Just click and drag to move columns wherever they make the most sense for your workflow.
4.4 Only need certain fields? Hide the extras to streamline your contact view.

5.1 Look for the gear symbol beside your SmartList’s name and give it a click to manage options.
5.2 Click Share and select users.
5.3 Choose View Only or Edit Access depending on their role.

That’s it. Your Contact List Filtering views are now faster, smarter, and team-ready.

This update does more than just add features, it gives you a smarter way to manage Contact List Filtering. Ready to take it further than basic filters? Let’s go.

Build Dynamic Segments with Tags + Logic
Don’t waste time managing lists by hand. Use workflows to apply tags automatically, like when someone schedules a call or drops off the radar, so your SmartLists always stay current.

Example:
Tag: “No Response 30 Days” → SmartList filters by tag AND no recent activity.

Create Quick-View Lists for Your Team
Need your SDRs to follow up on demo requests? Build a SmartList like “Demo Booked – Last 7 Days” and share it as View Only. They’ll see exactly who to call without messing up the filter logic.

Reorder Fields Based on Daily Use
Move your most used fields, like Status, Tags, or Last Activity, to the front of your view. This minimizes clicks and helps teams take action faster during sales or support calls.

Clone Lists Instead of Rebuilding Them
Once you’ve built a solid SmartList layout, clone it and adjust just the filters. It’s a quick way to build campaign-specific views without starting from scratch.

Use OR Filters to Expand Opportunity
Running a reactivation campaign? Don’t limit to just “no email”, include “no phone” or “no activity in 60 days.” OR filters help you scoop up more at-risk leads with one dynamic view.

Tip: Use naming conventions like “Inactive – No Touchpoint” or “New Clients – Missing Info” to keep lists organized and searchable.

This isn’t just a UI refresh, it’s a strategic shift in how GHL is building for scale, usability, and team collaboration. SmartLists 2.0 signals a major evolution in how agencies and marketers manage their data.

Here’s the bigger picture:

SmartLists Are Now Operational Tools, Not Just Views
Before, SmartLists were mainly a solo user feature, handy, but limited. Now, they’re shareable, editable, and dynamic, making them part of your operational playbook. Whether it’s for sales handoffs, onboarding flows, or campaign prep, they now act like live dashboards your whole team can align around.

CRM Speed Now Matches Business Speed
The new list view is built for performance. That means no more delays when pulling contact segments before a call blitz, email campaign, or reporting pull. In an agency world where every minute counts, this speed upgrade has real ROI.

Data Clarity Improves Every Other Workflow
Sharp visibility into your Contact List Filtering makes everything smoother. You know exactly who to follow up with, who’s engaging, and where your efforts should go next.

One More Step Toward a Unified CRM Experience
It’s not just about new features, this change shows that GHL is focused on creating a consistent experience throughout the CRM. That kind of design clarity helps reduce confusion and lets you get more done with less friction.

GHL’s new SmartList 2.0 update isn’t just a “nice-to-have”, it’s a full-blown upgrade to how your team filters, views, and shares Contact List Filtering across the CRM.

Whether you’re running sales, support, or marketing workflows, this update gives you:

• Lightning-fast contact views
• Granular filtering logic
• Full control over fields and columns
• Role-based sharing with team members

Everything flows better, from viewing the right info to acting on it without delays or confusion.

So if you’ve been living with clunky filters or slow-loading lists, now’s your moment.
Head over to Contacts > SmartLists and start building your new workflows today.

Once you get the hang of SmartList 2.0, you’ll wonder how you ever worked without it.