Set Up Pipelines in GoHighLevel

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How to Set Up Pipelines and Opportunities in GoHighLevel

If you are moving from tools like ClickUp to GoHighLevel, understanding how to set up pipelines and opportunities is essential for organizing leads and sales. This guide walks you step by step through creating, editing, and using pipelines and opportunities so you can manage your sales workflow efficiently.

All instructions below are based on the official GoHighLevel help documentation for pipelines and opportunities.

What Pipelines and Opportunities Do in GoHighLevel

In GoHighLevel, a pipeline is a visual map of your sales or fulfillment process. Each pipeline is made of stages that represent where a lead or deal currently sits, from first contact to closing.

An opportunity is a record that represents a lead, deal, or client moving through those stages. As you update the stage, you track progress and performance.

Using pipelines and opportunities in GoHighLevel helps you:

  • See where every lead is in your process
  • Measure conversion rates by stage
  • Assign leads to team members
  • Trigger automations based on opportunity changes

Accessing Pipelines in GoHighLevel

To begin working with pipelines in GoHighLevel, you first need to access the Opportunities section.

  1. Log in to your GoHighLevel account.
  2. From the left-hand menu, click Opportunities.
  3. In the Opportunities view, locate the pipeline selector at the top of the page.
  4. Choose the pipeline you want to view, or create a new one as described below.

Create a New Pipeline in GoHighLevel

Follow these steps to create a new pipeline in GoHighLevel for your sales or onboarding process.

  1. Go to the Opportunities section.
  2. Click on the pipeline dropdown at the top of the Opportunities page.
  3. Select the option to Manage Pipelines or + New Pipeline (depending on your current interface).
  4. Enter a clear name for your pipeline, such as Sales Pipeline or Onboarding Pipeline.
  5. Define your stages in order, for example:
    • New Lead
    • Contacted
    • Appointment Set
    • Proposal Sent
    • Won
    • Lost
  6. Save your new pipeline.

Once saved, your pipeline will be available in the pipeline dropdown in the Opportunities section of GoHighLevel.

Customize Pipeline Stages in GoHighLevel

Pipeline stages in GoHighLevel should match your real-world process. You can customize them to reflect your business workflow.

Edit Existing Pipeline Stages

  1. Open the Opportunities page.
  2. Use the pipeline dropdown to select the pipeline you want to edit.
  3. Click to manage or edit the pipeline.
  4. Update stage names to match your process.
  5. Drag and drop stages into the correct order if your interface supports reordering.
  6. Save your changes.

Add or Remove Pipeline Stages

To refine your process in GoHighLevel, you may need to add or remove stages.

  1. In the pipeline editor, click Add Stage to create a new step.
  2. Name the new stage according to your workflow, such as Qualified or Follow-Up Needed.
  3. Position the stage in the correct place in the pipeline.
  4. To remove a stage, click the delete or remove icon next to that stage.
  5. Confirm the removal and save your pipeline.

How Opportunities Work in GoHighLevel

Opportunities are the individual records that move through your GoHighLevel pipelines. Each opportunity can contain:

  • Contact details
  • Current stage
  • Monetary value
  • Expected close date
  • Source or campaign
  • Assigned user or team member

Tracking opportunities properly in GoHighLevel lets you analyze revenue, conversion rates, and team performance.

Create Opportunities in GoHighLevel

You can create opportunities manually or have them created automatically through funnels, forms, or automations.

Manually Create an Opportunity

  1. Navigate to Opportunities in your GoHighLevel account.
  2. Select the correct pipeline from the dropdown.
  3. Click the button to Add Opportunity or similar.
  4. Fill in the required fields:
    • Contact name
    • Pipeline and stage
    • Opportunity name
    • Value (if applicable)
    • Source (if known)
  5. Assign the opportunity to a team member if needed.
  6. Save the opportunity.

Automatically Create Opportunities

GoHighLevel can automatically create opportunities when leads submit a form, book an appointment, or complete a funnel step.

  1. Open the automation, workflow, or funnel settings you want to use.
  2. Add an action such as Create/Update Opportunity.
  3. Choose the target pipeline and default stage.
  4. Map fields like contact, value, and source.
  5. Save and activate your automation.

From this point, new leads entering that workflow will generate opportunities in the selected GoHighLevel pipeline.

Move and Update Opportunities in GoHighLevel

As you work with leads, you will move opportunities through the stages of your pipeline.

Drag-and-Drop in the Kanban View

  1. Go to the Opportunities section.
  2. Ensure you are in the pipeline view that shows columns for each stage.
  3. Click and drag an opportunity card from one stage to another.
  4. Drop it into the target stage column.

This action updates the stage and can trigger any automations tied to stage changes in GoHighLevel.

Edit Opportunity Details

  1. Click on an opportunity card.
  2. Review or edit fields such as:
    • Stage
    • Value
    • Status (open, won, lost)
    • Assigned user
    • Notes or activity
  3. Save your updates.

Track Performance with GoHighLevel Pipelines

Once your pipelines and opportunities are set up in GoHighLevel, you can use the built-in reporting and views to monitor performance.

  • View totals by stage to see where leads are accumulating.
  • Check conversion rates from one stage to the next.
  • Filter by assigned user to measure team productivity.
  • Analyze closed won and lost opportunities.

These insights help you refine your pipeline stages and improve your sales process over time.

Best Practices for Pipelines in GoHighLevel

To get the most out of GoHighLevel pipelines and opportunities, follow these tips:

  • Keep pipeline names specific, especially if you have multiple pipelines for different services or locations.
  • Limit stages to the key steps that matter; avoid too many micro-stages.
  • Update opportunities daily so reports stay accurate.
  • Use automations to create and move opportunities whenever possible.
  • Regularly review won and lost opportunities to refine your process.

Helpful Resources for GoHighLevel Users

For more detailed instructions straight from the platform provider, you can review the official documentation here: GoHighLevel Pipelines and Opportunities Guide.

If you need strategic help implementing GoHighLevel in your business, including funnels, CRM, and automation strategy, visit Consultevo for consulting and implementation services.

By configuring pipelines and opportunities properly in GoHighLevel and keeping them updated, you build a clear, automated system for tracking leads, closing deals, and analyzing your sales performance.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

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