How to Use GoHighLevel Opportunities

If you use ClickUp or other project tools to manage workflows, learning how to track sales in GoHighLevel is the next step to streamline your entire process. This how-to guide explains the Opportunities feature so you can follow deals, stages, and pipelines without missing important leads.

The Opportunities section in GoHighLevel works like a visual sales board. Each card represents a chance to close a sale or move a contact forward in your process. By understanding how opportunity stages, probabilities, and pipelines work, you can manage your sales performance in one central place.

What Are Opportunities in GoHighLevel?

In GoHighLevel, an opportunity is a record that represents a potential deal, client, or action you want to track through a defined sales or workflow pipeline. You can see each opportunity as it moves from one stage to the next until it is won, lost, or otherwise closed.

Opportunities help you:

• See where every lead sits in your process
• Estimate potential revenue using probabilities
• Assign owners and sources to each deal
• Measure how well your pipeline is performing

You can access the Opportunities section from the main menu and choose the pipeline you want to view or manage.

Understanding GoHighLevel Opportunity Statuses

Every opportunity in GoHighLevel has a status that helps you understand its current state at a glance. Status values are separate from pipeline stages and indicate the outcome of that specific opportunity.

Main Opportunity Status Types in GoHighLevel

• Open – The opportunity is active and still moving through stages.
• Won – The deal is successfully closed; you achieved your desired result.
• Lost – The deal did not close or the contact chose not to move forward.
• Abandoned – The opportunity is no longer being pursued for other reasons.

Status shows the final result, while stages show where the record is in your pipeline at any moment.

GoHighLevel Pipelines and Stages

Pipelines in GoHighLevel organize opportunities into steps that reflect your sales or workflow process. Each pipeline is made up of stages, and each stage represents a key milestone.

How Pipelines Work in GoHighLevel

A pipeline is a series of columns or stages that an opportunity moves through. For example:

• New Lead
• Contacted
• Scheduled Call
• Proposal Sent
• Closed Won / Closed Lost

You can create multiple pipelines for different services, departments, or processes, such as:

• Sales pipeline
• Onboarding pipeline
• Fulfillment pipeline

Stages vs. Statuses

Stages describe where the opportunity is within the pipeline. Status describes what happened to it overall. For example, an opportunity might be in the “Proposal Sent” stage with an “Open” status until it eventually becomes “Won” or “Lost.”

Key Fields on a GoHighLevel Opportunity

When you open an opportunity in GoHighLevel, you will see several important fields that control how it is tracked and reported.

Opportunity Name and Contact

• Opportunity Name – A label that identifies the specific deal or action.
• Contact – The person or company record tied to the opportunity.

Pipeline, Stage, and Status

• Pipeline – The sales or workflow board where the opportunity appears.
• Stage – The current column in that pipeline.
• Status – Open, Won, Lost, or Abandoned.

Monetary Value and Probability

• Value – The amount of revenue you expect from the opportunity.
• Probability (%) – The likelihood that the opportunity will be won.

These fields help you calculate expected revenue and understand how strong each part of your pipeline is.

Source and Owner

• Source – Where the opportunity originated, such as a specific campaign, form, or manual entry.
• Owner – The team member responsible for managing this opportunity.

Tracking sources and owners helps you see which campaigns bring the best leads and who is closing the most deals.

How to Create a New Opportunity in GoHighLevel

You can create an opportunity in GoHighLevel directly from the Opportunities board or through automations and workflows. Below is a basic manual process.

Step-by-Step: Manual Opportunity Creation

1. Open the Opportunities section from your GoHighLevel dashboard.
2. Select the Pipeline where you want to add the opportunity.
3. Click the option to Add or Create Opportunity (wording may vary by interface version).
4. Enter an Opportunity Name and select the Contact.
5. Choose the appropriate Stage in the pipeline.
6. Set the Status (usually Open for new records).
7. Add a Value and Probability if you want to track projected revenue.
8. Assign a Source and Owner to keep reporting accurate.
9. Save the opportunity to place it in the pipeline.

Once saved, you can drag and drop the opportunity between stages as it progresses.

Managing and Moving GoHighLevel Opportunities

Managing opportunities in GoHighLevel revolves around updating stages, statuses, and key fields so your board shows a live picture of your pipeline.

Moving Opportunities Between Stages

To move an opportunity from one stage to another:

1. Open the Opportunities board.
2. Find the card you want to move.
3. Drag the card to the next stage column, such as from “New Lead” to “Contacted.”

This simple action updates the stage and keeps the status the same until you decide the opportunity is Won, Lost, or Abandoned.

Updating Opportunity Outcomes

When you know the final result of a deal, update the status:

• Set to Won if the client agrees to move forward.
• Set to Lost if the deal falls through.
• Set to Abandoned if you are no longer pursuing it.

Accurate outcome updates improve your reporting and conversion metrics.

Reporting and Forecasting with GoHighLevel Opportunities

The data you enter into GoHighLevel opportunities powers your pipeline reports and revenue forecasting. By combining value and probability, you can estimate expected revenue from your open deals.

Why Accurate Opportunity Data Matters

• Shows your total open pipeline value
• Highlights stages where leads get stuck
• Reveals which sources bring the highest-value deals
• Supports better sales targets and planning

Regularly review your pipeline and adjust stages, values, and statuses to keep your forecast reliable.

Best Practices for GoHighLevel Opportunity Management

To get the most from the Opportunities feature, follow these practical tips.

• Define clear pipeline stages that match your real sales steps.
• Train your team on when to update status to Won, Lost, or Abandoned.
• Keep values and probabilities realistic to avoid inflated forecasts.
• Use sources and owners to understand performance by channel and user.
• Review your GoHighLevel pipeline weekly to clean up outdated opportunities.

Additional Resources

For more detailed FAQs about Opportunities, refer to the official help documentation here: GoHighLevel Opportunities FAQs.

If you need strategic help implementing pipelines, CRM workflows, or marketing automation, you can learn more at Consultevo, a consulting resource for systems and automation.

By structuring your Opportunities correctly in GoHighLevel and keeping data updated, you can clearly see your sales performance, forecast revenue more accurately, and make better decisions about where to focus your efforts.

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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