How to Delete and Restore Opportunities in GoHighLevel

If you work across tools like ClickUp and GoHighLevel, keeping your CRM clean is critical. This step-by-step guide explains how to safely delete, bulk delete, and restore opportunities and pipelines in GoHighLevel so your team always works with accurate data.

The instructions below are based on the official documentation from GoHighLevel support and organized for fast, practical use.

Understanding GoHighLevel Opportunities and Pipelines

Before making any changes, it helps to understand how opportunities and pipelines work together in GoHighLevel.

• Opportunities represent deals, leads, or contacts moving through your workflow.
• Pipelines organize opportunities into stages that match your sales or fulfillment process.
• You can delete individual opportunities, bulk delete multiple records, or remove entire pipelines when they are no longer needed.
• Recently deleted items can typically be restored from the restore view, depending on your account and permissions.

Good housekeeping in GoHighLevel ensures cleaner reporting, more accurate automation, and a smoother CRM experience for your whole team.

How to Delete a Single Opportunity in GoHighLevel

Use this method when you only need to remove one record from a pipeline.

Step 1: Open the Opportunities Section in GoHighLevel

1. Log in to your GoHighLevel account.
2. From the left-hand menu, select Opportunities.
3. Choose the correct pipeline from the pipeline dropdown if you have more than one.

Step 2: Locate the Opportunity

1. Use the search bar or filters to find the specific opportunity.
2. You can filter by status, pipeline stage, assigned user, or other attributes depending on your configuration.

Step 3: Delete the Opportunity

1. Click on the opportunity card or row to open its details.
2. Look for the Delete option (usually represented by a trash icon or a menu with more actions).
3. Confirm the deletion when prompted.

Once confirmed, the opportunity is removed from the active pipeline in GoHighLevel and may move to the restore area, where you can recover it if needed.

How to Bulk Delete Opportunities in GoHighLevel

Bulk delete is helpful when cleaning old or test data from your GoHighLevel pipelines.

Step 1: Open the Pipeline View

1. Sign in to GoHighLevel and click Opportunities.
2. Select the pipeline you want to clean up.
3. Switch to the list view if available, as this often provides easier bulk selection.

Step 2: Select Multiple Opportunities

1. Use the checkbox next to each opportunity to select records.
2. To select all visible opportunities, click the top checkbox (if supported on your version of GoHighLevel).
3. Adjust filters (date, status, owner) to narrow the list before selecting, so you only remove the intended data.

Step 3: Perform the Bulk Delete

1. After selecting the opportunities, look for a Bulk Actions or More button.
2. Choose Delete from the bulk action options.
3. Read the confirmation message carefully, then confirm to delete all selected opportunities.

Bulk deletion cannot always be undone, so review your selection in GoHighLevel before confirming.

How to Delete a Pipeline in GoHighLevel

Deleting a pipeline permanently removes that pipeline and, depending on your setup, may affect the associated opportunities. Review everything before proceeding.

Step 1: Open Pipeline Settings

1. Log in to GoHighLevel.
2. Navigate to Settings (usually in the left menu or bottom-left corner).
3. Click on Pipelines under the relevant section (often under CRM or Opportunities settings).

Step 2: Choose the Pipeline to Delete

1. Find the pipeline you want to remove from your GoHighLevel account.
2. Verify its name, stages, and current usage so you do not remove an active workflow by mistake.

Step 3: Delete the Pipeline

1. Click the edit or options icon next to the pipeline.
2. Select Delete.
3. Confirm the deletion in the popup dialog.

Some accounts may require admin-level permissions to delete pipelines in GoHighLevel. If you do not see the delete option, contact your account admin.

How to Restore Deleted Opportunities in GoHighLevel

If you accidentally remove data, GoHighLevel allows you to restore opportunities that fall within its retention rules.

Step 1: Access the Restore or Trash View

1. Log in to your GoHighLevel account.
2. Go to the area where deleted items are managed (commonly called Restore, Trash, or similar in the Opportunities or Settings section).
3. Ensure you have permission to view deleted records.

Step 2: Find the Deleted Opportunity

1. Use filters such as date deleted, user, pipeline, or name to locate the record.
2. Confirm the details (contact, value, stage) to ensure you are restoring the correct opportunity.

Step 3: Restore the Opportunity

1. Select the opportunity you want to bring back.
2. Click the Restore button or option.
3. Confirm when prompted.

The restored opportunity will usually reappear in its previous pipeline and stage within GoHighLevel, although this can vary based on your configuration and any updates since deletion.

Best Practices for Managing Data in GoHighLevel

Follow these guidelines to keep your CRM data stable and easy to manage:

• Audit pipelines regularly: Remove outdated test pipelines and unused stages.
• Limit delete permissions: Only give delete access to trained team members in GoHighLevel.
• Use naming conventions: Make it easy to recognize live versus test pipelines.
• Export before bulk deletion: When possible, export opportunities before making large changes.
• Document processes: Store internal how-to guides alongside your ClickUp or internal knowledge base for consistency.

Additional Help for GoHighLevel Users

For more technical detail on deleting and restoring opportunities and pipelines, review the official GoHighLevel support article.

If you need done-for-you implementation, CRM cleanup, or workflow design in GoHighLevel, you can also consult specialists at Consultevo for expert assistance.

By following these steps and best practices, you can confidently delete, restore, and maintain opportunities and pipelines in GoHighLevel while protecting data integrity and ensuring reliable reporting for your team.

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