Step-by-Step Guide to Creating Pipelines in GoHighLevel

If you use tools like ClickUp to organize projects, you will love how GoHighLevel keeps your leads and deals structured in visual pipelines. This guide walks you through each step to build and customize pipelines so you can track opportunities from first contact to successful close.

A well-structured pipeline in GoHighLevel helps your team see where every opportunity stands, prioritize follow-ups, and optimize your sales process. Follow the steps below to create, edit, and manage pipelines efficiently.

Why Use GoHighLevel Pipelines for Sales Tracking

Sales pipelines give you a visual way to manage prospects, deals, and ongoing opportunities. In GoHighLevel, pipelines let you:

• Organize leads into clear stages.
• Track movement through your sales process.
• Standardize how your team handles opportunities.
• Quickly spot bottlenecks or stalled deals.

Before building your first pipeline, review your sales journey from first contact to closing the deal so your stages match real-world steps.

Accessing the Pipeline Settings in GoHighLevel

To start, you need to reach the pipeline configuration area in GoHighLevel.

1. Log in to your GoHighLevel account.

2. From the left-hand menu, open the main navigation panel.

3. Locate the Opportunities section. This is where your pipeline views and settings live.

4. Click the Pipelines or settings icon (depending on your interface version) to open pipeline management.

Once you are inside the pipeline management screen, you can create new pipelines, edit existing ones, or reorder them for better visibility.

Creating a New GoHighLevel Pipeline

Follow these steps to build a brand-new pipeline tailored to your business process.

1. Click the Add Pipeline or Create Pipeline button.

2. Enter a descriptive Pipeline Name that clearly reflects its purpose, for example:

   • New Leads Pipeline
   • Client Onboarding Pipeline
   • Upsell & Renewal Pipeline

3. Select the appropriate Location or account context if prompted, especially if you manage multiple locations or sub-accounts.

4. Save your new pipeline to move on to stage configuration.

After you create a pipeline, it will be available in the opportunities view so your team can start organizing deals immediately.

Configuring Stages Inside a GoHighLevel Pipeline

Stages represent the steps of your sales or workflow process. To customize the stages in your new GoHighLevel pipeline, follow these steps:

1. Open your newly created pipeline from the pipelines list.

2. Click Add Stage to create your first stage.

3. Enter a clear Stage Name, such as:

   • New Lead
   • Contacted
   • Qualified
   • Proposal Sent
   • Won
   • Lost

4. Assign an Order or Position value if the system allows numeric ordering. Lower numbers usually appear first.

5. Optionally configure any additional settings specific to your version, such as default probability or whether the stage is considered an open or closed status.

6. Repeat the process to add all stages that match your sales flow.

Make sure the stages in your GoHighLevel pipeline follow a logical progression so your team can quickly move opportunities from one step to the next.

Editing and Reordering Stages in GoHighLevel

As your process changes, you may need to modify existing stages. GoHighLevel makes it easy to adjust stages without losing visibility.

1. From the pipeline management screen, locate the pipeline you want to update and open it.

2. To rename a stage, click the stage name, edit the text, and save.

3. To change the order of stages, do one of the following (depending on your interface):

   • Click and drag stages into the desired sequence, or
   • Update the order number for each stage and save.

4. To delete a stage, use the delete or trash icon next to the stage. Confirm the removal when prompted.

Review your active opportunities after editing stages to ensure each record still sits in the correct place in your GoHighLevel pipeline.

Managing Multiple GoHighLevel Pipelines

Many businesses require more than one pipeline in GoHighLevel to cover different workflows. For example, you might need separate pipelines for:

• New sales opportunities.
• Client onboarding and implementation.
• Renewals and upsells.
• Internal service requests.

To manage multiple pipelines effectively:

1. Return to the main pipelines view in GoHighLevel.

2. Create additional pipelines following the same steps described earlier.

3. Name each pipeline clearly so team members pick the right one when adding opportunities.

4. Set a default pipeline if your version allows, so new deals are automatically routed to the correct board.

Keep your list of pipelines organized and archive any that are no longer needed to avoid confusion.

Using Your GoHighLevel Pipeline in Daily Workflows

Once your pipelines and stages are ready, your team can begin using them in daily operations.

Adding Opportunities to a GoHighLevel Pipeline

1. Go to the Opportunities section.

2. Select the pipeline where you want to add the new record.

3. Click Add Opportunity or the equivalent button.

4. Enter key details such as contact, value, expected close date, and current stage.

5. Save to place the opportunity into the chosen pipeline and stage.

Moving Deals Between GoHighLevel Stages

As you progress deals, move them to reflect real-time status.

1. Open the opportunities board for the relevant pipeline.

2. Drag and drop an opportunity card from one stage column to another, or open the record and change the stage field.

3. Update notes and activities so team members know what happened at each step.

By keeping opportunities updated, your GoHighLevel reporting and forecasts will better reflect actual performance.

Best Practices for Optimizing GoHighLevel Pipelines

To get the most from your pipeline setup, apply these best practices:

• Keep stage names simple: Use short, action-based labels so everyone understands what each stage means.
• Limit the number of stages: Too many steps can slow your team down. Only add stages that represent meaningful milestones.
• Review pipelines regularly: Schedule periodic audits to remove unused stages and ensure the process matches reality.
• Align automation: If you use automation or workflows, make sure triggers are tied to appropriate stages in GoHighLevel.
• Train your team: Provide clear instructions so all users move opportunities consistently and keep data clean.

Consistent use of pipelines will improve visibility, help you spot trends, and support better decision-making.

Additional GoHighLevel Resources

For the original product documentation on creating pipelines, visit the official guide here: GoHighLevel pipeline documentation.

If you need expert implementation help, strategy, or advanced automation support, you can explore professional services at Consultevo.

By carefully planning your stages, creating clear pipelines, and maintaining them over time, GoHighLevel becomes a powerful control center for managing leads, deals, and client workflows from start to finish.

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