Editing Opportunities in GoHighLevel

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

  • Log in to your account.
  • Navigate to the “Opportunities” section from the sidebar menu.

Step 2: Locating the Opportunity to Edit

  • Once you’re in the Opportunities section, locate the opportunity you wish to edit.
  • You can use search filters or browse through the list of opportunities to find the specific one you need to update.
  • Click on the name or title of the opportunity to open its details page.

Step 3: Opening the Opportunity Details Page

  • In the opportunity details page, you’ll find fields containing information about the opportunity.
  • Update any relevant details such as the contact’s name, contact information, opportunity value, and opportunity source. 
  • You can also modify pipeline stages, owners, tags, or any other custom fields associated with the opportunity.

Step 4: Adding Notes and Attachments

  • If necessary, add new notes or additional information about the opportunity by clicking on the “Notes” option in the left sidebar.
  • All notes added here will also reflect in the corresponding contact’s notes also.

Step 5: Setting Tasks and Reminders

  • If there are specific tasks or follow-up actions associated with the opportunity, set tasks and reminders as needed by opening it from the sidebar.
  • Assign tasks to yourself or team members, specifying due dates and priority levels.
  • Similarly, you can also add appointments in the same way.
  • Tasks and appointments added this way will also reflect on the contact’s end.

Step 6: Managing Pipeline Stages

  • Adjust the pipeline stage of the opportunity to reflect its current status in the sales process.
  • Move the opportunity through different stages as it progresses towards closure, updating its status accordingly.

Step 7: Managing Opportunity Status

  • Drag and drop the opportunity to any status as seen in the bottom to update it’s status. 
  • Possible statuses for an opportunity are “Open”, “Won”, “Lost” and “Abandoned”. Default status for a new opportunity is “Open”.
  • Marking an opportunity lost also allows you to add a lost reason for the same.

Related Articles

Step-by-Step Guide: Creating Pipelines in GoHighLevel

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 […]

John Mamado

Understanding Pipelines in GoHighLevel

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 […]

John Mamado

How to use Custom Fields for Opportunities in GoHighLevel

Empowering users to capture, organize, and tailor information to their specific requirements, the Custom Fields for Opportunities feature revolutionizes the way opportunities are managed. Within the Opportunity Modal, users can effortlessly create, categorize, and group custom fields, enhancing data management and process tracking. Enjoy the same seamless customization experience as with contacts. What is Custom […]

John Mamado

How to Decouple Owners for Contacts and Opportunities in GoHighLevel

Introducing our latest enhancement: the ability to assign distinct owners to contacts and opportunities within your system. This innovative feature offers enhanced flexibility, empowering your organization with finer control over management and delegation of responsibilities. Enabling the Feature To enable this feature, follow these steps: Functionality Once the toggle is activated, both contacts and opportunities […]

John Mamado

Editing Opportunities Statuses in GoHighLevel

Gaining insight into the diverse opportunity statuses and mastering their updates empowers users to streamline their sales workflow and enhance conversion rates. Dive into this in-depth guide, which navigates you through the intricacies of updating opportunity statuses. Explore the distinctions among the various statuses and discover strategies to leverage them effectively for optimal sales management. […]

John Mamado

Step-by-Step Guide: Creating Opportunities in GoHighLevel

Opportunities play a crucial role in navigating potential sales. Follow this comprehensive guide, which outlines the step-by-step process of establishing opportunities. By following these instructions, you’ll gain the ability to effectively monitor contacts as they progress through your sales pipeline. Step 1: Accessing the Opportunities Section Step 2: Creating a New Opportunity Step 3: Adding […]

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

Grab our free techincal onboarding checklist

Our Growing Up Sale is on now! Last chance 🚀🚀 To Celebrate we giving you 25% off any plan until July 1st!

Prices will never be this good again, get your UNLIMITED onboarding and support before its too late!

Coupon has expired
Last chance - get 25% OFF!