How To Add Followers to Contacts in HighLevel

• Step 1: Navigate to the Contacts Section
• Step 2: Access the Followers Section
• Step 3: Select Followers
• Step 4: Ensure Assigned Data Visibility
• Step 5: Assign Followers to Contacts
• Step 6: Managing Followers and Permissions
• Benefits of Adding Followers to Contacts
• Conclusion

What’s up, High Levelers! Today, we’re diving into one of the most requested features in the contacts section of Go HighLevel: adding followers to a contact. This feature is a game-changer for collaborative work and ensuring that your team stays on the same page. Let’s get started!

Step 1: Navigate to the Contacts Section

Start by logging into your Go HighLevel dashboard. From there, head over to the “Contacts” section. Here, you’ll see a list of all your contacts. Find the contact you want to add followers to and click on their name.

Step 2: Access the Followers Section

Once you’re in the contact’s details, look for the “Followers” section at the top of the page. Click on the plus sign (+) next to it. This will open a multi-select dropdown field showing all the users in your sub-account.

Step 3: Select Followers

In the dropdown, you can select up to 10 users to follow this contact. This multi-select feature makes it easy to choose multiple followers at once. Just click on the names of the users you want to add, and they will be assigned as followers.

Step 4: Ensure Assigned Data Visibility

To make sure that followers can see and manage the contacts they are assigned to, you need to enable the “Only Assigned Data” feature. Here’s how:

1. Go to Settings: Head over to the “Settings” section in your Go HighLevel dashboard.
2. Access My Staff: Click on “My Staff.”
3. Edit Permissions: Either add a new employee or edit the permissions of an existing one.
4. Enable Only Assigned Data: Scroll down to “User Permission” and toggle on “Only Assigned Data.” This ensures that the selected user can only access data they are assigned to.
5. Save and Refresh: Click save and then refresh your screen to apply the changes.

Step 5: Assign Followers to Contacts

Now that the permissions are set, return to the “Contacts” section in your dashboard. Add the selected user as a follower by clicking the plus sign again and choosing the user from the dropdown.

Step 6: Managing Followers and Permissions

Followers added to a contact will have the same permissions as the owner of the contact, allowing them to access, view, and edit the contact’s information. However, they cannot change the owner of the contact. This setup ensures that all followers can manage the contact effectively while maintaining the integrity of the ownership.

Benefits of Adding Followers to Contacts

1. Enhanced Collaboration: Multiple team members can collaborate on managing a single contact, ensuring that no critical information is missed.
2. Streamlined Workflow: By having specific users follow a contact, you can streamline communication and task management, leading to improved efficiency.
3. Controlled Access: With the “Only Assigned Data” feature, you can control who has access to what information, enhancing data security and privacy.

Conclusion

Adding followers to contacts in Go HighLevel is a powerful feature that enhances collaboration and workflow management. By following these steps, you can ensure that your team is well-equipped to handle customer interactions efficiently.