How to Create Opportunities in GoHighLevel

If you are moving from tools like ClickUp or other CRMs, learning how to create opportunities in GoHighLevel will help you track leads through every stage of your sales process. This guide walks you step-by-step through setting up pipelines, adding opportunities, and managing your deals inside the GoHighLevel platform.

Opportunities are at the core of your CRM workflow. They represent potential deals or actions you want your team to follow up on. By organizing these in visual pipelines, you can easily see where every lead stands, from first contact to closing.

Understanding GoHighLevel Opportunities

In GoHighLevel, an opportunity is a record that represents a prospect or deal moving through your pipeline stages. Each opportunity is tied to a contact and can be connected to campaigns, workflows, and automation.

Core elements of an opportunity include:

• Pipeline and stage
• Contact name and details
• Monetary value and status
• Source and campaign
• Assigned user

By setting these correctly, your GoHighLevel dashboard and reports will show accurate revenue forecasts and conversion data.

Accessing the Opportunities Section in GoHighLevel

To start creating and managing opportunities, you first need to find the Opportunities area inside your GoHighLevel account.

1. Log in to your GoHighLevel account.

2. Select the desired sub-account (location) from your account switcher if applicable.

3. In the left-hand navigation, click Opportunities. This opens your main opportunities pipeline view.

The Opportunities page displays your pipelines as columns (stages) with individual cards for each opportunity, allowing drag-and-drop management.

Setting Up Pipelines in GoHighLevel

Before creating individual opportunities, make sure you have at least one pipeline configured in GoHighLevel. A pipeline is the overall board, and each column represents a stage of your process.

Create or Edit a Pipeline in GoHighLevel

1. Go to Settings in your GoHighLevel sub-account.

2. Click Pipelines under the relevant section (often under CRM or Opportunities).

3. Click + New Pipeline to create a fresh pipeline, or select an existing one to edit.

4. Enter a clear Pipeline Name, such as “Sales Pipeline” or “Onboarding Pipeline”.

5. Add Stages (for example: New Lead, Contacted, Qualified, Proposal Sent, Won, Lost).

6. Adjust the order of stages by dragging them if needed.

7. Click Save to apply your pipeline configuration.

Having well-defined stages ensures your GoHighLevel reports accurately reflect each opportunity’s progress.

How to Manually Create an Opportunity in GoHighLevel

You can manually add opportunities any time a new lead or deal comes in. This is useful for leads created from phone calls, referrals, or offline events.

Step-by-Step: Adding a New Opportunity

1. Open the Opportunities page from your GoHighLevel left menu.

2. Ensure the correct Pipeline is selected from the dropdown at the top.

3. Click the + Add Opportunity button (or similar labeled button) in the top corner.

4. Fill in the key fields in the opportunity form, typically including:

   • Opportunity Name – A clear title like “Website Redesign – ACME Inc.”
   • Contact – Choose an existing contact or add a new one.
   • Pipeline – Confirm the correct pipeline.
   • Stage – Select the appropriate stage such as “New Lead”.
   • Status – Often set to Open, Won, or Lost.
   • Monetary Value – Optional but recommended for revenue tracking.
   • Source / Campaign – Track where the lead came from.
   • Assigned User – Assign the opportunity to yourself or a team member.

5. Review your entries to ensure the pipeline and stage are correct.

6. Click Save or Create to add the opportunity to your GoHighLevel pipeline.

The new opportunity card will now appear in the chosen stage and can be moved as it progresses.

Creating Opportunities from Contacts in GoHighLevel

You can also open an opportunity straight from an existing contact record. This keeps your CRM organized and reduces duplicate data entry.

Steps to Create an Opportunity from a Contact

1. Go to Contacts in your GoHighLevel navigation.

2. Search for and open the contact you want to work with.

3. Within the contact’s profile, locate the section or tab labeled Opportunities.

4. Click + Add Opportunity or an equivalent button.

5. Fill out the opportunity details, including pipeline, stage, value, and status.

6. Save the opportunity. It will now appear both in the Opportunities board and under that contact’s record.

This method ensures every opportunity is directly linked to the correct person or company in GoHighLevel.

Managing and Updating Opportunities in GoHighLevel

Once opportunities are created, your primary work is to move them through stages as actions are completed and decisions are made.

Moving Opportunities Between Stages

• On the Opportunities board, locate the card you want to move.

• Click and drag the card to another stage column, such as from New Lead to Contacted.

• Release the card to drop it into the new stage. GoHighLevel will automatically update its status in that pipeline.

Editing Opportunity Details

1. Click the opportunity card you want to update.

2. In the side panel or pop-up, edit any fields such as value, stage, status, or assigned user.

3. Add notes, tasks, or activities if available to keep a history of your actions.

4. Save your changes.

Keeping opportunity information updated in GoHighLevel ensures accurate tracking and enables better automation and reporting.

Automating Opportunity Creation in GoHighLevel

Opportunities do not have to be created manually every time. You can configure automation to generate them when leads perform specific actions.

Typical Automation Triggers

• Form submissions on your funnels or websites
• New appointment bookings
• Inbound calls or SMS messages
• Tag added to a contact

Using Workflows to Create Opportunities

1. Navigate to Workflows (or Automation) in GoHighLevel.

2. Create a new workflow or open an existing one tied to your lead capture source.

3. Add a Create/Update Opportunity action inside the workflow.

4. Configure the action by choosing the correct pipeline, stage, status, and default value.

5. Map any relevant fields from the trigger (for example, contact information or offer type).

6. Save and activate the workflow.

With this in place, GoHighLevel will automatically generate opportunities whenever your trigger conditions are met, ensuring no new lead is missed.

Best Practices for Opportunities in GoHighLevel

To get the most out of opportunities in your CRM, follow these practical tips:

• Keep pipelines simple: Use clear, distinct stages that match your real process.
• Set values realistically: Enter expected deal sizes so your revenue forecasts are meaningful.
• Update stages frequently: Move cards as soon as progress is made.
• Close deals properly: Mark opportunities as Won or Lost so reports remain accurate.
• Use notes and tasks: Document important steps and schedule follow-ups from within each opportunity.

More GoHighLevel Resources

To dive deeper into opportunity creation and management, review the official documentation here: Official GoHighLevel opportunity guide.

For additional strategy, CRM design help, and implementation support for GoHighLevel and related systems, visit Consultevo for expert consulting services.

By following the steps and best practices above, you can configure pipelines, create and update opportunities, and fully leverage GoHighLevel as a powerful CRM to manage your leads and deals from beginning to end.

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

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