How to Use GoHighLevel Bulk Actions for Opportunity Cards
If you manage leads in both ClickUp and GoHighLevel, you know how important it is to keep your pipeline clean and organized. In GoHighLevel, bulk actions for opportunity cards make it fast and efficient to update many records at once without editing each card individually. This step-by-step guide shows you exactly how to use these bulk tools in the opportunities pipeline.
The instructions below are based on the official GoHighLevel documentation for bulk actions. You will learn how to select multiple opportunity cards, run bulk updates, and keep your sales pipeline data consistent.
Accessing the GoHighLevel Opportunities Pipeline
Before you can use bulk actions, you must first open the opportunities area in your sub-account.
- Log in to your GoHighLevel sub-account.
- From the left-hand menu, click Opportunities.
- Make sure you are viewing the correct pipeline where your opportunity cards are stored.
The bulk actions tools work directly inside the opportunities view, so verify that you are on the right board and looking at the stage columns you want to manage.
Understanding GoHighLevel Opportunity Bulk Actions
Bulk actions let you change details on several opportunity cards in GoHighLevel at the same time. This feature is useful when you need to update large groups of leads, such as moving them to a new stage or assigning them to a different user.
Key things you can do with bulk actions include:
- Update opportunity stages for many cards.
- Change assigned users in one step.
- Adjust pipeline values and settings.
- Archive, delete, or restore multiple opportunities.
All of these actions happen from inside the opportunities page, using checkboxes and menu options that appear when you select multiple cards.
How to Select Multiple Opportunity Cards in GoHighLevel
To run any bulk action, you must first select the opportunity cards you want to modify.
- Open the Opportunities page in GoHighLevel.
- Locate the stage column that contains the opportunity cards you want to change.
- Hover over or click each card to reveal the checkbox near it.
- Click the checkboxes on all cards you want to include in the bulk action.
Once you select at least one card, a bulk actions toolbar or menu will appear. This toolbar shows what actions are available for your selected opportunities.
Running GoHighLevel Bulk Actions on Selected Cards
After you have selected the opportunities, you can use the bulk actions menu to apply a change to all of them at once.
- With multiple cards selected, look for the Bulk Actions menu or button at the top of the opportunities view.
- Click the menu to see the list of available actions.
- Choose the action that matches what you want to update, such as changing the stage or updating the assigned user.
- Confirm your selection in the confirmation dialog if prompted.
The system will then process your request and apply the chosen change to all selected opportunities. The exact options available in the bulk menu may vary depending on your current settings and your GoHighLevel account configuration.
Common GoHighLevel Bulk Actions for Opportunities
Here are examples of the most common bulk actions you will typically see in the opportunities pipeline.
Change Opportunity Stage in GoHighLevel
Moving multiple leads from one stage to another is one of the most frequent uses of bulk actions.
- Select the opportunity cards you want to move.
- Open the Bulk Actions menu.
- Choose the option to Update Stage or similar wording.
- Select the new stage from the dropdown list.
- Confirm to move all selected opportunities to the new stage.
This is useful after a campaign or event when many leads progress in your pipeline at the same time.
Assign or Reassign Users in GoHighLevel
You can bulk-assign opportunities to a new sales rep or team member.
- Select all opportunities that need a new owner.
- Click the Bulk Actions menu.
- Choose the action to Update Assigned User or similar.
- Select the user from the dropdown list.
- Confirm to apply the change.
This is helpful when restructuring your team or covering for a team member who is out of office.
Archive, Delete, or Restore Opportunities
Bulk actions also allow you to quickly clean up your pipeline.
- Archive inactive or lost deals.
- Delete test or duplicate opportunities.
- Restore previously archived cards, if supported in your view.
- Select the target opportunities.
- Open the bulk menu and choose Archive, Delete, or another housekeeping option.
- Confirm your choice when prompted since these actions can affect reporting.
Best Practices for Using GoHighLevel Bulk Actions Safely
Because bulk changes can impact many records at once, it is important to use them carefully.
- Double-check your selection: Always confirm that only the intended opportunity cards are checked.
- Review the chosen action: Read the description in the confirmation dialog before clicking confirm.
- Start with smaller batches: If you are new to bulk actions, test on a small group of opportunities first.
- Coordinate with your team: Let your team know when you run large bulk updates to avoid confusion.
Following these guidelines helps you avoid accidental data loss or misreporting inside your GoHighLevel pipelines.
Where to Learn More About GoHighLevel Opportunity Tools
For deeper technical details, review the original help article on the official support site: Bulk Actions for Opportunity Cards in GoHighLevel. It provides the latest specifics on available options, interface changes, and any new bulk features added to the platform.
If you need strategic help building automations and optimizing your CRM setup around these bulk tools, you can also consult experts at Consultevo for implementation and workflow guidance.
By combining careful planning with the bulk actions feature in GoHighLevel, you can keep your opportunities organized, speed up repetitive updates, and maintain a cleaner, more accurate sales pipeline.
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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