Opportunities in HighLevel represent potential sales or deals at various stages of the sales pipeline.

They encapsulate leads or prospects showing interest in products/services, ripe for conversion into paying customers.

In This Article

• Pipeline Integration
• Stage Progression
• Opportunity Status
• Data Management 

Pipeline Integration

• Opportunities are managed within pipelines which in turn are series of consecutive stages.
• Customizable pipelines align with unique sales processes and business goals.

Learn more about pipelines here

Stage Progression

• Opportunities advance through pipeline stages, signifying their position in the sales cycle.
• Stages typically include "Prospecting," "Qualification," "Proposal," and "Negotiation" 

Learn more about creating pipelines here

Opportunity Status

• "Open", "Won", "Lost" and "Abandoned" are opportunity status which are present by default.
• An opportunity can be in one of the four statuses and we can use these to prepare filters for the same.

Learn more about Opportunity Statuses here

Understanding Opportunity Statuses:

1. Open:

   • Opportunities with the "Open" status are actively being pursued and are still in progress.

   • These opportunities represent potential deals that have not yet been won, lost, or abandoned and are still viable for conversion.
     
     

2. Won:

   • The "Won" status indicates that the opportunity has been successfully converted into a sale or deal.
   • This status is applied when the lead has made a purchase or signed a contract, resulting in revenue generation for the business.
     
     

3. Lost:

   • Opportunities with the "Lost" status represent deals that have been unsuccessfully concluded.
   • This status is applied when the lead decides not to move forward with the purchase or chooses a competitor's offering.
     
     

4. Abandoned:

   • The "Abandoned" status indicates that the opportunity has been neglected or disregarded, either by the lead or by the sales team.
   • This status is applied when there is no further action or follow-up planned for the opportunity, and it is effectively removed from active consideration.

Data Management 

• Robust data management within opportunities tracks opportunity source, contact details, opportunity value, and notes.
• Users can also streamline communication and task assignment under Opportunity - linked contacts, enhancing workflow efficiency and timely engagement.

Other Useful Links

Creating Opportunities

Creating Pipelines 

Utilizing Automation