Depending on the situation, if an Opportunity isn’t going to work out or close, you may want to delete or archive the Opportunity. There are multiple ways to do this.
Part 1: Update Opportunity Status. You can update the Opportunity status if it isn’t going to work out, to either “lost” or “abandoned”.
Step 1: Click into the Opportunity and scroll to the bottom.
Step 2: Under the “Status” dropdown, change the status appropriately.
Step 3: Hit Save to update your changes.
Part 2: Delete an Opportunity. You can do this to remove it from the list entirely.
Step 1: Click into the Opportunity and scroll to the bottom.
Step 2: Scroll to the bottom and click the red “Delete” button. This will completely delete the Opportunity.
Step 1: Navigate to Opportunities > List View. Step 2: Select Opportunities Step 3: Update Fields Select the fields you want to update and enter the new information Step 4: Apply Updates Click on Confirm to apply your changes. Step 5: Monitor Progress Head over to the Bulk Actions page to monitor the progress, review […]
Overview At present, only the latest opportunity linked to a contact triggers the workflow. With the new “Allow Multiple Opportunity” feature, users can now configure workflows to accommodate several opportunities for the same contact. This allows each contact-opportunity combination to follow its own separate workflow, leading to more accurate and efficient opportunity management. Setting Name […]
Action 1 – Customizing the Opportunity Card 1. Accessing the Opportunity Card Customization: 2. Selecting Fields to Display: You can choose up to 7 fields to display on your Opportunity Cards. These fields include: 3. Customizing Counters at the Bottom of the Card: You can also customize the counters and icons at the bottom of […]
How to Access the List View: Feature List: Benefits of the List View The List View provides numerous benefits that can boost your efficiency and simplify your workflow:
GoHighLevel provides advanced search features that allow users to quickly find specific opportunities, improving efficiency and optimizing workflow. In this detailed guide, we’ll take you step-by-step through the process of searching for opportunities within the GoHighLevel. Step 1: Accessing the Opportunities Section Step 2: Understanding the Search Bar Step 3: Conducting a Basic Search
Prepare Your Data Supported File Types File Preparation Requirements Please note that Opportunity import is not a reversible action Mandatory Fields 1. For Creating Opportunities: Contact ID, Opportunity name and Pipeline ID/Pipeline name. Opportunity ID, Pipeline ID/Pipeline name and Stage ID/Stage name can be fetched by exporting opportunities. Contact ID can be fetched by exporting […]
Discover the intricacies of refining opportunities with our in-depth guide, unraveling the step-by-step journey of editing, and empowering you to optimize your sales workflow seamlessly. Step 1: Accessing the Opportunities Section Step 2: Locating the Opportunity to Edit Step 3: Opening the Opportunity Details Page Step 4: Adding Notes and Attachments Step 5: Setting Tasks […]
Pipelines are pivotal in automating and refining business workflows. Whether you’re overseeing lead management, nurturing prospects, or sealing deals, leveraging pipelines can vastly boost your productivity and impact. Dive into our detailed tutorial where we’ll guide you through the step-by-step process of crafting effective pipelines. Step 1: Accessing the Pipelines Section Step 2: Creating a […]
Pipelines serve as indispensable tools, streamlining and automating diverse processes within your business workflows. They empower you to craft organized sequences of actions, directing leads or customers through predetermined stages, fostering effective communication and maintaining engagement consistency. Pipelines can be accessed through: Sub account > Opportunities > Pipelines Pipeline Stages Pipelines consist of stages, each […]