Onboarding Series Part 3: Contacts & Pipelines
Video three organizes the CRM heart: clean contact imports, tags that mean something, and pipelines shaped like your real sales process.
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Part three moves your business into the system: CSV contact imports with proper field mapping, a tag taxonomy you won't regret in six months, smart lists for the segments you actually use, and pipelines whose stages mirror how deals really progress.
CRM hygiene decided here compounds: automations key off tags and stages, so a thoughtful thirty minutes now saves untangling later.
- Contact imports with field mapping
- Tagging strategy that scales
- Smart lists for live segments
- Pipeline stages that match reality
Ready to try it yourself?
Part 3 of HighLevel's onboarding series - importing contacts, structuring pipelines and organizing the CRM core of your account.
Frequently Asked Questions
Can I import from my old CRM?
Yes - CSV export/import covers virtually any source, and the video shows correct field mapping.
How many pipelines should I start with?
One honest pipeline beats three aspirational ones - expand when a distinct process genuinely exists.
