Getting Started with Opportunities

Creating, Editing and Managing Opportunities and Pipelines

Step-by-Step Guide: Creating Pipelines
Pipelines play a crucial role in automating and streamlining business processes in GoHighLevel. Whether you're managing leads, nurturing prospects, or c...
Thu, 6 Jun, 2024 at 4:56 AM
Step-by-Step Guide: Creating Opportunities
Opportunities are pivotal in managing potential sales within GoHighLevel. This step-by-step guide will walk you through the process of creating opportunitie...
Mon, 26 Feb, 2024 at 1:52 AM
How to use Custom Fields for Opportunities
The Custom Fields for Opportunities feature empowers users to capture, organize, and customize information tailored to their needs, transforming oppor...
Tue, 28 May, 2024 at 11:24 PM
Editing Opportunities
GoHighLevel offers robust tools for managing opportunities, enabling users to efficiently update information to keep pace with evolving sales processes. In ...
Mon, 26 Feb, 2024 at 1:58 AM
Editing Opportunities Statuses
Understanding the different opportunity statuses and how to update them empowers users to efficiently manage their sales workflow and maximize conversion ra...
Mon, 26 Feb, 2024 at 1:51 AM
Deleting and Restoring Opportunities
Deleting an opportunity removes it from the active pipeline. Once an opportunity is deleted, it is no longer visible in the active opportunities list, but i...
Thu, 28 Mar, 2024 at 8:35 AM
How to Decouple Owners for Contacts and Opportunities
With this new feature, you can now have separate owners for contacts and opportunities in your system. This flexibility allows for more nuanced management a...
Thu, 18 Apr, 2024 at 10:31 AM
List View for Opportunities (currently in Subaccount > Labs)
The new List View transforms how you can interact with your opportunities by providing a detailed, streamlined, and customizable view. Here’s what you can d...
Mon, 20 May, 2024 at 9:22 AM