GoHighLevel Database Management Basics Every User Needs

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In this HighLevel Database Management Workshop, Julian Mills from MarketerM8 explains how UK businesses and agencies can properly structure their HighLevel / GoHighLevel CRM to support automation, segmentation, and growth. If you’re using HighLevel UK and your database feels messy, unreliable, or hard to manage, this session will show you how to fix it properly.

As a trusted HighLevel Consultant UK, Julian works with small businesses and HighLevel agencies every week to clean up databases, import data, and rebuild CRM structures that actually work. This workshop is designed for anyone using GoHighLevel who wants a cleaner CRM, better automation, and fewer problems caused by poor data.

You’ll learn practical, real-world CRM database management in HighLevel, including how a HighLevel agency should use tags, custom fields, smart lists, and filters correctly. We also cover GDPR considerations for HighLevel UK users, consent tracking, and best practices to keep your GoHighLevel database clean, compliant, and scalable.

Chapters:
0:00 Introduction and recent updates to HighLevel Database Management
0:59 How to Import contacts into GoHighLevel
8:46 The basics of the HighLevel Contact Record
10:56 Managing Company Data in GoHighLevel
13:00 Further settings to consider when Importing Contacts into HighLevel
14:37 Linking Contacts to a Company in GoHighLevel
18:21 Managing Tags in HighLevel
19:00 How to do Bulk Actions with your GoHighLevel Database
19:46 How to export Contacts from HighLevel
20:50 How to segment your data in GoHighLevel
22:47 How to create a Smart List in HighLevel
23:36 Using Workflows in GoHighLevel to manipulate your data
28:00 How to create and use Custom Objects in HighLevel
31:40 How to collect Custom Object / Company Data using GoHighLevel Forms
33:21 How to send SMS via a HighLevel Contact Record
35:28 How to send SMS via a HighLevel Workflow
36:30 The GoHighLevel Phone System Settings
37:44 How to never a SMS/Facebook/Instagram/WhatsApp/GMB Message reply in HighLevel
40:49 WhatsApp in GoHighLevel
43:30 How to automate replies on Instagram and Facebook using HighLevel
45:55 How to keep your data clean in GoHighLevel using Smart Lists
47:42 Who is the data controller and the data handler when using HighLevel
50:56 Using Lucid Chart
53:09 General discussion with the Workshop Attendees
1:03:05 Outro &Scan the QR Code to book a 20-minute Discovery Call with Julian

FAQ – HighLevel, CRM & Database Management

Can Julian Mills from MarketerM8 help me import data into HighLevel?
Yes. Julian Mills and the MarketerM8 team regularly help businesses import contacts into HighLevel, clean existing data, and structure GoHighLevel databases correctly from day one.

Is HighLevel suitable for UK small businesses or just agencies?
HighLevel works extremely well for UK small businesses when it’s set up correctly. Many HighLevel agencies use the same tools, just with more advanced automation layered on top.

Do I need a HighLevel Consultant UK to manage my database?
Not always, but working with an experienced HighLevel consultant can save you time, prevent mistakes, and ensure your CRM is built correctly from the start.

Can MarketerM8 fix a messy or badly set-up HighLevel account?
Yes. MarketerM8 regularly audits and repairs existing HighLevel accounts, fixing database issues, broken automations, and poor segmentation.

Will better database management improve my HighLevel automations?
Absolutely. Clean data is the foundation of reliable automation. Most GoHighLevel workflow issues are caused by poor database structure.

📦 Resources & Links:
🌐 Marketer-M8 Website: https://www.marketerm8.com

📅 Book a Discovery Call: https://www.marketerm8.com/book-a-call

🎓 Workshop Menu: https://page.marketerm8.co.uk/mm8-wor...

📘 Julian Mills Website: https://www.julianmills.co.uk

💡 Julian Mills Knowledge Centre: https://www.julianmills.co.uk/categor...

🌐 Official GoHighLevel Website: https://www.gohighlevel.com/ematch-ho...

🔗 Connect on Social Media:
👉 Marketer-M8
LinkedIn: https://www.linkedin.com/company/mark...

Facebook: https://www.facebook.com/profile.php?...

👉 Julian Mills
LinkedIn:   / julianrmills  

👉 Atticus Mills
LinkedIn:   / atticus-mills-305b80238  

👉 GoHighLevel
Facebook:   / highlevelreviews  

LinkedIn:   / gohighlevel-ca  

📢 Share this workshop with your team or anyone levelling up their CRM game.

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