Reference this article for instructions on adding more prospects to be contacted.
Even if you upload a large list of contacts, you may not want to run all of them at once, and send them through in stages.
- In GoHighLevel, go to Contacts.
- Click on the Smart List that you created for the desired workflow.
- Click on More Filters.
- Click on + AND.
- Select Tag.
- Select Is Not and choose the appropriate Called tag.
- Click the blue Apply button.
- You can choose to Save as New or simply X out of the filters (top right).
- Next, select all contacts on the list. Remember, you have filtered out contacts who have already been called.
- Click on the Add Tag button.
- Add the tag that triggers your workflow!