How to Use Opportunities in GoHighLevel

GoHighLevel opportunities make it easy to track leads from the first touch to a closed sale, similar to how ClickUp tracks tasks across stages. In this how-to guide, you will learn step-by-step how to set up, manage, and optimize your sales pipeline using the opportunities feature inside GoHighLevel.

What Are Opportunities in GoHighLevel?

In GoHighLevel, an opportunity is any potential deal, lead, or sales chance you want to track through your pipeline. Opportunities represent people or businesses that have shown interest in your product or service and are moving through different stages until you win or lose the sale.

Each opportunity is tied to a contact, so you can easily see activity history, automations, and communication threads related to that potential deal.

How the GoHighLevel Pipeline System Works

Opportunities in GoHighLevel are organized into pipelines. A pipeline is a visual workflow of stages that represent your sales or fulfillment process. By moving an opportunity from one stage to another, you see exactly where each lead is in your process.

Typical pipeline stages might include:

• New Lead
• Contacted
• Booked Appointment
• Showed / No-Show
• Closed Won
• Closed Lost

You can customize pipeline stages to match your business process, such as onboarding, renewals, or project fulfillment.

Key Parts of an Opportunity in GoHighLevel

Each opportunity inside GoHighLevel contains essential information you can use to manage the deal effectively. Common fields include:

• Contact – The person or company linked to the opportunity.
• Pipeline – The specific pipeline where this opportunity is tracked.
• Stage – The current step of the opportunity in the pipeline.
• Status – Open, Won, or Lost.
• Monetary value – The expected revenue from the deal.
• Source – Where the opportunity came from, such as a funnel, form, or manual entry.
• Tags and notes – Context and details that help your team understand the lead.

By keeping these fields updated, GoHighLevel can accurately report on performance, revenue, and conversion rates.

How to Create a New Opportunity in GoHighLevel

Follow these steps to add a new opportunity manually:

1. Log in to your GoHighLevel account and select the correct sub-account or location.
2. Navigate to the Opportunities or Pipeline section from the main menu.
3. Click the button to Add Opportunity or a similar option in your interface.
4. Select or create a contact to associate with the opportunity.
5. Choose the correct pipeline from the dropdown list.
6. Set the stage that best reflects where this lead is in your sales process.
7. Enter the monetary value of the potential deal, if applicable.
8. Optionally, add source, tags, and notes for better reporting and context.
9. Click Save to create the opportunity.

Once saved, the opportunity appears in the pipeline view, where you can move it between stages as it progresses.

How Opportunities Are Created Automatically in GoHighLevel

Many businesses prefer to automate opportunity creation instead of adding each one manually. GoHighLevel supports automatic opportunity creation through workflows and triggers.

Common automation methods include:

• Creating an opportunity when a form is submitted.
• Creating an opportunity when a calendar appointment is booked.
• Creating an opportunity when a contact reaches a particular pipeline stage through a funnel.

To set up automation, you typically use a workflow where the action is Create/Update Opportunity. You define the pipeline, stage, and additional fields, and GoHighLevel handles the rest when the trigger condition is met.

Managing Opportunity Stages in GoHighLevel

Proper stage management is central to using opportunities effectively. You can drag and drop cards between stages in the pipeline view to reflect real-time progress.

Common actions include:

• Moving a new lead from New to Contacted after a first call or email.
• Moving a record to Booked when an appointment is scheduled.
• Shifting to Closed Won when a sale is completed.
• Marking as Closed Lost if the lead is not moving forward.

Every time you move an opportunity, GoHighLevel updates stage-based reports and conversion metrics automatically.

Editing Pipelines and Stages in GoHighLevel

You can tailor the pipeline to your business model by editing stages. To do this:

1. Open the Opportunities section in GoHighLevel.
2. Go to the pipeline settings or configuration area.
3. Add new stages, rename existing ones, or rearrange their order.
4. Save your changes so the updated pipeline appears in the main board view.

Clear, well-named stages help teams know exactly what to do next for each opportunity.

Understanding Opportunity Status: Open, Won, Lost

Beyond stages, every opportunity in GoHighLevel has a status. This status helps you measure results and see how many deals are still active.

The core statuses are:

• Open – The deal is still in progress and moving through the pipeline.
• Won – You successfully converted the lead and closed the sale.
• Lost – The deal did not close, or the lead is no longer interested.

When you set an opportunity to Won or Lost, GoHighLevel removes it from the active open pipeline view and includes it in your revenue and conversion reports.

Tracking Revenue and Performance with GoHighLevel Opportunities

Because each opportunity has a value and a status, GoHighLevel can calculate:

• Total pipeline value (sum of all open deals).
• Expected revenue by pipeline stage.
• Closed won revenue in a selected date range.
• Conversion rates from one stage to another.

To analyze performance, use the reporting or analytics sections connected to opportunities. Look for patterns such as stages where leads frequently stall, or marketing sources that generate the highest-value deals.

Tips to Optimize Opportunities in GoHighLevel

• Keep contact information complete and updated.
• Always assign an accurate stage and value to each opportunity.
• Use tags or sources to track where the best leads are coming from.
• Regularly clean up stale open opportunities by marking them as Won or Lost.

These habits help GoHighLevel provide cleaner reporting and more reliable sales forecasts.

Automating Follow-Up from Opportunities in GoHighLevel

One powerful advantage of using opportunities is that they integrate with automations. You can trigger emails, SMS, tasks, and other actions when an opportunity enters a specific stage.

Examples of automations include:

• Sending an appointment reminder when an opportunity moves into a Booked stage.
• Triggering a nurture sequence when an opportunity is still in an early stage after a set number of days.
• Assigning tasks to team members when a high-value deal reaches a decision stage.

To create these automations, build workflows based on opportunity events, such as stage changes or status updates, and connect them to the appropriate communication or task actions.

Using GoHighLevel Opportunities Across Teams

Sales, marketing, and fulfillment teams can all work from the same opportunity data. Inside GoHighLevel, each opportunity connects communication history, notes, and automation logs, so different departments can collaborate without losing context.

For example:

• Marketing sees which campaigns produce opportunities with the highest close rate.
• Sales tracks follow-up tasks and next steps directly from the pipeline view.
• Fulfillment teams watch for opportunities marked as Won to begin onboarding.

This shared view reduces confusion and keeps everyone aligned around current pipeline priorities.

Learn More About Opportunities in GoHighLevel

To dive deeper into the official documentation about opportunities, pipelines, and related settings, review the original guide at Understanding Opportunities in HighLevel. For additional strategies on systems, automation, and CRM optimization, you can also explore resources at Consultevo.

By setting up clear stages, accurately updating statuses, and integrating automations, you can turn GoHighLevel opportunities into a complete, real-time snapshot of your sales pipeline from first contact to closed revenue.

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