Gohighlevel CRM Pipeline · Paid Ad Secrets

Gohighlevel CRM Pipeline

GoHighLevel (GHL) pipelines are the visual representation of your sales process, allowing you to track leads and automate actions as they move through different stages.

Core Components

Pipelines: These are high-level categories for different workflows, such as a New Sales Pipeline, Client Onboarding, or Recruiting.
Stages: These are individual steps within a pipeline. Common stages include New Inquiry, Booked Call, Proposal Sent, and Closed Won/Lost.
Opportunities: These are the individual "cards" representing a potential deal or lead that moves through the stages.

Key Features & Functionality

Visual Management: Use the Opportunities tab to drag and drop cards between stages, providing a clear bird's-eye view of your business performance.

Automated Triggers: You can set up Workflows to trigger specific actions, like sending an SMS or email, whenever an opportunity enters a new stage.

Reporting Visibility: Each pipeline stage can be toggled to appear in Funnel or Pie charts on your dashboard, helping you track conversion rates and revenue.

Custom Fields: You can add specific data fields (e.g., Lead Value, assigned team member) to each opportunity card for detailed tracking.

How to Set Up a New Pipeline

Navigate to Opportunities Pipelines in your sub-account.
Click "Create New Pipeline".
Name your pipeline and define unique stage names that match your workflow.
Save to begin adding leads manually or via Automation Workflows.

Managing Pipeline Stages

Reordering: Use the up/down arrows in the pipeline settings to change stage order.
Deleting Stages: When deleting a stage, GHL allows you to select a destination stage so that existing opportunities are not lost.

0 comments