Logo

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

  • Go to your Sub Account
  • Go to Opportunities from the left sidebar
  • Select Pipelines from the top menu

Step 2: Creating a new Pipeline

  • Once you’re in the Pipelines section, click on the “Create Pipeline” button.
  • Give your pipeline a descriptive name that reflects its purpose or the stage of the customer journey it represents.

Step 3: Adding Stages to Your Pipeline

  • With your new pipeline created, you’ll see an empty canvas where you can add stages.
  • Enter the name of the first stage of your pipeline
  • Click on the “Add Stage” button to create more stages
  • Repeat this process to add additional stages, defining the sequential flow of your pipeline.
  • You can also reorder the different pipeline stages using the up and down arrows on the left of the stage name.
  • Note that you need not create stages for “Won” or “Lost”. HighLevel creates those stages for every pipeline of yours by default.

Step 4: Pipeline Actions and Dashboard configuration

  • The funnel and pie chart options allow you to decide whether the pipeline should be shown in the dashboard or not
  • You can also configure whether or not to show each stage in the dashboard funnel and pie charts by clicking on their icons at the right of the respective stage.
  • Learn more about dashboards for opportunities here.

Related Articles

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
Logo
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!

TIME LEFT
Coupon has expired
Last chance - get 25% OFF!