How to Use Pipelines in GoHighLevel

If you manage clients or projects in tools like ClickUp and also run your CRM in GoHighLevel, understanding pipelines is essential for keeping every lead and deal organized from first touch to close.

This step-by-step guide explains what pipelines are, how they work, and how to configure them in your GoHighLevel account so you can track opportunities with clarity and consistency.

What a GoHighLevel Pipeline Is

In GoHighLevel, a pipeline is a visual board that organizes opportunities (leads, deals, or jobs) into stages that match your process. Each column represents a stage, and each card is a single opportunity moving through your workflow.

Typical ways users set up a pipeline include:

• Sales pipeline for new leads and deals
• Onboarding pipeline for new clients
• Fulfillment pipeline for services or projects
• Support or ticket pipeline for customer issues

Pipelines help you see where every opportunity is in your process and what needs attention next.

Core Parts of a GoHighLevel Pipeline

Before setting one up, learn the core components of a pipeline inside GoHighLevel:

• Pipeline: The board that holds all stages and opportunities.
• Stage: A column in the pipeline, such as New Lead, Contacted, Won, or Lost.
• Opportunity: A card representing a single lead, deal, or job.
• Value: The monetary amount tied to an opportunity.
• Status: Whether an opportunity is Open, Won, or Lost.
• Owner: The user or team member responsible for the opportunity.

All of these elements combine to give you a clear snapshot of your entire workflow in GoHighLevel.

How GoHighLevel Opportunities Move Through Stages

Each new opportunity starts in a defined stage and then moves across the pipeline as actions are taken. You can update the stage manually or via automations.

Key behaviors include:

• Drag-and-drop cards between stages on the board view.
• Update status (Open, Won, Lost) as the deal progresses.
• Change the opportunity value when quotes or proposals change.
• Assign or reassign an owner as responsibilities shift.

By keeping these updates accurate, your GoHighLevel reports and forecasts stay reliable.

How to Access Pipelines in GoHighLevel

Follow these steps to open your pipelines area:

1. Log in to your GoHighLevel account.
2. Go to the sub-account where you manage your leads or clients.
3. In the left menu, open the section where opportunities and pipelines are listed.
4. Select the pipeline you want to view or edit from the dropdown, if available.

Once open, you can switch between pipelines and see different workflows tailored to your business processes.

How to Create a New Pipeline in GoHighLevel

Setting up a new pipeline lets you customize stages for a specific purpose, such as a distinct sales process or onboarding flow.

Step 1: Open Pipeline Settings in GoHighLevel

To start a new pipeline:

1. From inside your sub-account, navigate to the opportunities or pipelines section.
2. Look for a settings icon or pipeline management option.
3. Choose the option to create or add a new pipeline.

Step 2: Name Your GoHighLevel Pipeline

Give the pipeline a clear, descriptive name, such as:

• New Client Sales Pipeline
• Agency Onboarding Pipeline
• Renewals and Upsells Pipeline

Use a name that makes it easy for your team to recognize the purpose at a glance inside GoHighLevel.

Step 3: Add and Arrange Stages

Next, define the stages that best match your process:

1. Add each stage as a separate column.
2. Use short, action-based names like New Lead, Qualified, Proposal Sent, Won, or Lost.
3. Drag stages into the correct order from first contact to final outcome.

You can adjust these stages later as your workflow evolves.

How to Add Opportunities to a GoHighLevel Pipeline

Once your pipeline is defined, start adding opportunities so the board becomes an active part of your daily operations.

Method 1: Manually Create an Opportunity

To manually add a new card to a pipeline:

1. Open the appropriate pipeline in GoHighLevel.
2. Click the button to create or add a new opportunity.
3. Enter details such as contact, value, stage, owner, and notes.
4. Save the opportunity so it appears as a card in the selected stage.

Method 2: Use Automations to Add Opportunities

You can also use automations (workflows) so opportunities automatically appear when certain actions occur, for example:

• A form submission on your website.
• A new contact added through a lead source.
• A specific tag applied to a contact.

This automation-first approach makes your GoHighLevel pipeline fill and update in real time without manual data entry.

How to Manage Opportunities in GoHighLevel

After opportunities are created, daily management keeps your pipeline meaningful:

• Move opportunities: Drag cards to the appropriate stage as steps are completed.
• Update values: Adjust deal amounts if quotes change.
• Change owners: Reassign when a different team member takes over.
• Set statuses: Mark cards as Won or Lost when deals conclude.

Accurate management ensures you can trust metrics and conversion rates inside your GoHighLevel dashboard.

Best Practices for GoHighLevel Pipelines

To keep your pipelines efficient and clean, follow these practical tips:

• Use clear, unambiguous stage names.
• Limit stages to key milestones to avoid clutter.
• Review stages regularly to ensure they match your real-world process.
• Train your team on when to move an opportunity and how to update fields.
• Use automations to create and update opportunities wherever possible.

These habits help you maintain a powerful, easy-to-read pipeline in GoHighLevel.

Where to Learn More About GoHighLevel Pipelines

For a deeper technical breakdown straight from the platform, review the official documentation on understanding pipelines here: GoHighLevel pipeline documentation.

If you need strategic help implementing CRM systems, automations, or pipelines, you can also visit Consultevo for consulting and implementation resources.

By configuring and maintaining your pipelines correctly in GoHighLevel, you gain clear visibility into every stage of your sales and client journey, making it easier to track performance, forecast revenue, and improve your processes over time.

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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