Opportunities Overview for GoHighLevel

Opportunities Overview

This section provides an introduction to the Opportunities tab. By default, you can view all of your opportunities or leads, depending on your preferred terminology.

Step 1: Filtering the Opportunities

  • The Opportunities tab provides a default view of all your leads or opportunities, with options to filter them based on specific timeframes, from all-time to smaller increments.
    • It also displays the date the leads were added and allows you to sort them in ascending or descending order.
  • Additionally, you can filter the leads by pipeline, owner, and campaigns.

Step 2: How to Add an Opportunity

  • To create a new opportunity, click on the “+New” button and complete the information in the pop-up window.

Step 3: Downloading Opportunity Information

  • To download information about an Opportunity, you need to click on the download icon.

Step 4: Use “Additional Info” as a tool for filtering.

  • This section retains your previous selections, and you can filter leads by assigned tasks, calendar events, notes, and more.

Once you are in the opportunities tab, you can click on a lead and see their tags, start a conversation, contact the lead, add a task, and perform other actions.

Related Articles

Go HighLevel Onboarding, Training, Education, Coaching, Support, Products and Services. Enabling Customer Success for GHL Agencies Worldwide
Copyright Growthable 2023 | All Rights Reserved