Hey, guys, what's up?
It's Christine Seale, the HighLevel queen, and today we are going to be talking about
how to set up conversation filters in HighLevel so that your leads don't get
lost and so that your team knows who they need to reply to.
So let's get started.
So for those of you guys who don't know, we actually have a free Facebook group
called Marketing Agency Automation Secrets where we give away hundreds of dollars
in free trainings every single week to our members.
So click the link below to go check that out.
OK, so don't you guys just hate it when you go into the chat and there's like
a million messages and you don't even know where to start?
Well,
recently there's been a filter added into HighLevel so that you can filter.
Your chats like this.
But there's a little caveat to this is not just as simple as clicking my charts,
because if you have not been using the assigned lead
feature, then nothing is going to show up here.
OK, so that's what I'm going to show you guys how to do today.
And we're just going to have three easy steps here.
So the first thing that you need to do,
obviously, is to make sure that you're using the assigned lead feature
you are going to have in your settings and your team management.
You're going to have all your users in here.
Right.
So you can assign leaves in several different ways.
OK, so one is inside the trigger itself.
And let's just say
that I've got a trigger and whenever a lead comes in.
We're just going to say, like a form is submitted.
Then what you can do is you can assign it to a user in the trigger like this, OK?
And then this only applies to sign contracts that just mean it's not going
to override, so if it's already assigned someone who won't override it.
OK, so that's one way to assign the user
to a user, another way that you can assign it to a user in the campaign itself.
So let's say that I've got just open an appointment reminder.
You can actually assign the user
in the campaign configuration here, OK, or the third way, you can do it manually,
which is kind of a little bit more labor intensive.
But you can open the user
and you can assign it this way.
So you're going to click the sign to and then you're going to sign it up here.
OK.
Now, if you haven't been using this and you want to use in a bulk way,
there's not a way to do that natively from the smart list yet.
But something you could do as a workaround would be to set up a trigger
that said that when the tag is added, then assign them to a user.
So you set that trigger up.
You turn it on and then you go into your contact smart lists.
You select all the records and then you
add the tag, when you do that,
it will assign all of those users to you or to whomever you want to assign them to,
with the caveat that it's it's a bulk thing.
So it's actually going to assign them to everyone.
But if that's what you want,
you know, then the filter really isn't going to be super effective.
But that that would be how you would get the filter to work in that case.
Right. So.
Once you have that assigned and I'm just going to do this real quick,
I'm going to assign this person to me and then I'm going to go over
into conversations and I'm going to click my chats.
So it's not showing up because
that the person I chose doesn't have a conversation history.
So if if the person that you assign doesn't actually have a conversation
history, it's not going to work, so I'm going to pick this person.
Now, I'm going to go over here and go
to my charts, and now you can see that this person shows one of my chats.
OK, so that one was super easy.
That's how you use a new conversation,
filters inside of HighLevel as your daughter to have an account,
you can get a free for a new trial and on my bonuses using the link below.
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And I'll see you guys next time.