Your team is losing hours every week navigating clunky contact records that don't match how you actually work. GoHighLevel's contact customization features let you build a CRM that fits your agency's exact workflow—not the other way around. In this guide, I'll show you exactly how to create multiple contact views, organize panels strategically, and set visibility controls that keep your team laser-focused on what matters. Start your free 30-day trial to test these workflows with your entire team today.
Understanding the Contact Detail Page Architecture
Before you start customizing, you need to understand what you're working with. GoHighLevel's contact detail page is built on a modular system—think of it like building blocks that you can arrange, hide, or duplicate based on your needs.
The new contact detail page in GoHighLevel features a lightning-fast, auto-saving interface that eliminates the friction of older CRM designs. Every panel, field, and module is customizable. Your sales team might need a layout focused on deal stage and pipeline velocity. Your support team might need communication history and ticket status front and center. Your fulfillment team might need project timelines and deliverable checklists.
The key insight: one contact record can have multiple layouts. This isn't a hack—it's a core feature. GoHighLevel lets you build different contact views and assign them to different teams, roles, or individual users. This means your reps see exactly what they need, nothing more, nothing less.
💡 Pro Tip
Start by auditing how different teams actually use contact records. Interview your sales reps, support staff, and account managers. What fields do they access most? What causes them to jump between tabs or windows? Use those insights to design your first custom layout—you'll see productivity gains immediately.
How to Create Multiple Contact Views for Different Teams
Creating multiple contact views is straightforward, but the strategic thinking behind it is what separates good implementations from great ones.
Step 1: Navigate to Settings
Log into your GoHighLevel account as an admin. Head to Settings → Contacts → Contact Details Page. You'll see the layout builder interface—this is your control center for customization.
Step 2: Create a New View
Click "Add New View" or "Create Layout." Name it something descriptive like "Sales Team View," "Support Team View," or "Account Management." This name helps you remember which team uses which layout.
Step 3: Customize for Your First Team
Drag and drop panels into your preferred order. Add custom fields, communication modules, automation triggers—whatever your first team needs. GoHighLevel's drag-and-drop interface makes this intuitive. You can add sections like:
- Contact Information (name, email, phone, address)
- Communication History (emails, calls, texts, tasks)
- Deal Pipeline (opportunities, stages, close dates)
- Automation Status (active campaigns, triggers, automation logs)
- Custom Fields (industry-specific data)
- Notes and Tags (internal context)
Step 4: Duplicate for Other Teams
Once your first view is complete, duplicate it as a starting point for your next team's view. This saves time and maintains consistency. Modify the duplicated layout for that team's specific needs. You can have unlimited views—create as many as you need.
Organizing Panels and Modules for Maximum Efficiency
Here's where most agencies stumble: they customize layouts but don't optimize the order and hierarchy of information. The goal is cognitive load reduction—your team should be able to scan a contact record and find critical information in under three seconds.
Priority Principle: Place the most-used modules at the top. For a sales team, that means Deal Pipeline above Contact Notes. For a support team, that means Communication History above everything else.
Grouping Strategy: Organize related fields into collapsible sections. Communication tools (emails, calls, SMS) should be grouped together. Pipeline and deal information should be grouped together. This prevents your contact detail page from becoming an overwhelming wall of information.
What to Hide: GoHighLevel shows a lot by default. Disable any panels that your team doesn't use. If your team never uses the Zapier integration module, hide it. If they don't need the Facebook Lead Ads section, turn it off. A clean interface is a productive interface.
Custom Field Organization: If you're using custom fields (which you should be for agency-specific data), create a dedicated custom fields section and order them logically. Put the most important custom fields first. Group related custom fields together (all real estate fields together, all e-commerce fields together, etc.).
This is built into GoHighLevel. Try it free for 30 days →
Setting Up Visibility Controls and User Permissions
Customization isn't just about appearance—it's about access control. GoHighLevel's visibility settings let you hide sensitive information from team members who don't need to see it.
Field-Level Visibility: You can set custom fields and modules to be hidden from specific user roles. For example, hide pricing information from support reps. Hide commission data from client-facing project managers. This protects your business while keeping the interface clean for each user.
Role-Based Layouts: GoHighLevel lets you assign different layouts to different roles. Create a "Manager View" with advanced metrics and performance data. Create a "Rep View" with just the essentials. Create a "Client View" (if clients access the platform) with only information they should see.
Individual User Assignments: You can assign specific layouts to individual users, overriding role defaults. This is powerful for custom situations where one person needs a unique setup.
Assigning Custom Layouts to Team Members
Once you've built your layouts, assigning them to your team is simple but requires strategic thinking.
By Role Assignment: Go to Settings → Team → Roles. Select a role (Sales Rep, Support Agent, Manager, etc.) and assign your custom layout. Every new user added to that role automatically gets that layout. This scales beautifully as your team grows.
By Individual User: You can also override role defaults by editing a specific user's profile and assigning a different layout. This is useful for specialists or contractors who need unique setups.
Testing Before Rollout: Before pushing a layout to your entire team, test it with a pilot group. Get feedback. Iterate. What seemed logical in theory might feel clunky in practice. Real-world usage is the best validation.
Best Practices for Contact Detail Customization
1. Document Your Layouts: Create a simple internal guide explaining what each layout is for and which team uses it. This helps onboarding and prevents confusion when someone needs to switch layouts.
2. Review and Iterate Quarterly: Every three months, review your layouts with the teams using them. Are they still optimal? Have workflows changed? Customization isn't a one-time task—it should evolve with your business.
3. Use Custom Fields Strategically: Don't create custom fields for every piece of data. Focus on data that drives your business decisions and workflows. Too many custom fields make layouts cluttered and harder to use. Quality over quantity.
4. Leverage Automation with Custom Fields: The real power comes when you use custom fields as triggers for automation. A custom field marking a contact as "Hot Lead" can trigger automatic follow-up sequences. A custom field for "Product Type" can route contacts to the right department. Design your fields with automation in mind.
5. Mobile Optimization: Test your layouts on mobile devices. Your team might access GoHighLevel from the field or during client calls. Layouts should work smoothly on phones and tablets, not just desktops.
6. Train Your Team Properly: When you launch new layouts, don't just push them live. Conduct a brief training session. Show your team why certain information is organized a certain way. Explain the logic. This increases adoption and reduces frustration.