How to Manage Multiple Opportunities for the Same Person in One GoHighLevel Pipeline

If you are migrating from ClickUp or another CRM, you may need to track several deals for a single contact at the same time. In GoHighLevel, the Opportunities system is flexible enough to let you add multiple opportunities for one person in the same pipeline without overwriting or losing existing deals. This step-by-step guide explains exactly how it works, how to set it up, and what to avoid.

Understanding Opportunities in GoHighLevel Pipelines

In GoHighLevel, an opportunity represents a single deal, sale, or engagement stage for a contact. A contact can have more than one opportunity in a pipeline or across multiple pipelines, as long as each opportunity record is created and updated correctly.

This is useful when you:

• Sell several products or services to the same person.
• Run recurring or subscription offers with different terms.
• Need to track renewals or upsells as separate deals.
• Work with the same client on multiple projects simultaneously.

The key point: a contact record and an opportunity record are separate. The same contact can be linked to several opportunities without conflict.

Key Rules for Multiple Opportunities in GoHighLevel

Before adding additional deals for the same contact in a GoHighLevel pipeline, keep these rules in mind so you do not accidentally remove or overwrite records:

• Each opportunity is unique: It has its own stage, value, and status, even when tied to the same person.
• Do not re-use one opportunity for several deals: Create a brand-new opportunity instead of constantly changing the same one.
• Automation settings matter: Some automations can move, win, or lose an existing opportunity instead of creating a new one. Configure them carefully.
• Contacts can appear multiple times in the same pipeline: This is expected behavior when you have more than one opportunity for that person.

How to Manually Create Multiple Opportunities in GoHighLevel

You can add several deals for the same person manually from the Opportunities section in GoHighLevel. Follow these steps for each new deal you want to track.

Step 1: Open the Opportunities View in GoHighLevel

1. Log in to your GoHighLevel account.
2. In the left-hand menu, click Opportunities.
3. Select the correct pipeline from the dropdown at the top of the screen.

You will now see your pipeline stages as columns with current opportunities inside each stage.

Step 2: Add a New Opportunity for the Same Contact

1. Click the Add Opportunity button (usually at the top right or near the pipeline view).
2. In the Contact field, search for and select the existing contact. Do not create a duplicate contact record unless absolutely necessary.
3. Enter the Opportunity Name so you can distinguish it from other deals for the same person (for example, “Website Redesign – Q1” vs. “SEO Retainer – Q1”).
4. Choose the correct Pipeline and Stage where this opportunity should start.
5. Set the Monetary Value, Status (Open, Won, or Lost), and any other relevant fields.
6. Click Save or Create.

The same contact can now appear in the pipeline multiple times, each representing a unique opportunity.

Step 3: Verify Existing Opportunities Are Not Overwritten

After saving the new opportunity:

• Scroll through the pipeline and confirm that the previous opportunities for that contact still exist.
• Open each one and confirm the details (stage, name, value) are intact.

If everything looks correct, you can safely repeat this process whenever a new deal begins with the same person.

Using GoHighLevel Automations with Multiple Opportunities

Automations can automatically create or update opportunities in GoHighLevel. When you work with multiple deals per contact, the correct configuration is critical to prevent unintentional changes to existing records.

Typical Automation Behaviors in GoHighLevel

Depending on how you configure a workflow or campaign, automations may:

• Create a new opportunity when a trigger fires (for example, a form submission, booking, or purchase).
• Update an existing opportunity for the same contact by moving it to a new stage.
• Mark an opportunity as Won or Lost when certain conditions are met.

If multiple opportunities exist for one contact, you must decide whether an automation should create a brand-new record or simply update one of the current ones.

Best Practices for Automations with Multiple Deals

• Use “Create Opportunity” actions when a new deal actually begins, instead of re-using an old opportunity.
• Use “Update Opportunity” or “Move Opportunity” actions only when you are progressing a specific, existing deal down the pipeline.
• Filter by pipeline, status, or tag to ensure the correct opportunity is updated.
• Test your workflow with a dummy contact that has multiple opportunities so you can see exactly which record is changed.

Troubleshooting Multiple Opportunities in GoHighLevel

If you expect to see several deals for one person but only find one in the pipeline, use this checklist.

1. Confirm You Are in the Right Pipeline

Opportunities in GoHighLevel are pipeline-specific. Check the pipeline dropdown at the top of the Opportunities page to make sure you are viewing the correct one. A contact could have one deal in a “Sales” pipeline and another in a “Renewals” pipeline.

2. Look for Filters That Hide Opportunities

If some deals are missing:

• Clear any active filters (status, assigned user, tag, date range, etc.).
• Set the status filter to show All opportunities (Open, Won, and Lost).

Filters can easily make it appear as if opportunities were removed when they are simply hidden.

3. Check Automation Settings

If existing opportunities are being overwritten or moved unexpectedly, review the workflows that contain opportunity actions:

• Open each relevant workflow or campaign.
• Locate actions related to Opportunities.
• Confirm whether the action is set to create a new record or update an existing one.
• Adjust logic to match your multiple-deal structure.

4. Use the Original GoHighLevel Documentation

For deeper technical details or screenshots that show the exact interface, you can review the official documentation at this GoHighLevel help article.

Implementation Tips and Recommended Workflow Design

To keep your GoHighLevel pipelines clean and easy to understand while handling multiple opportunities for the same person, consider these design tips.

Name Opportunities Clearly

Include extra detail in the Opportunity Name so you can quickly see the difference between deals for the same contact, such as:

• “John Smith – Website Build – 2025 Q1”
• “John Smith – Maintenance Plan – 2025 Q2”

Use Pipelines Strategically

You can either:

• Keep all related opportunities for a client in a single pipeline but with different stages and names, or
• Separate your processes into multiple pipelines like “New Sales,” “Renewals,” and “Upsells.”

Both methods work in GoHighLevel; choose the one your team can manage most consistently.

Tag Contacts and Opportunities

Tags make it easy to filter and segment:

• Apply contact tags for product lines, service types, or regions.
• Use opportunity tags to mark deal type, campaign source, or priority.

This helps you locate specific deals quickly, especially when the same person has several open opportunities.

Next Steps for Optimizing GoHighLevel Pipelines

Once you are comfortable managing multiple opportunities for the same person, you can optimize your system further by refining workflows, templates, and reporting.

• Standardize naming conventions for opportunities.
• Build automation templates that always create a fresh opportunity for a new product or project.
• Track conversion rates per opportunity type to see which deals perform best.

If you need expert help designing advanced CRM and automation structures around GoHighLevel, you can consult specialists at Consultevo for implementation and optimization strategies.

By following the steps and best practices above, you can confidently manage multiple opportunities for the same contact in one GoHighLevel pipeline without confusion or data loss.

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