Opportunities Overview for GoHighLevel

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.