GoHighLevel Opportunity Custom Fields

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How to Use GoHighLevel Custom Fields for Opportunities

GoHighLevel makes it simple to track additional information on deals directly inside your pipelines. If you are migrating from a system like ClickUp or another CRM, understanding how opportunity custom fields work will help you rebuild a powerful and organized sales process without losing important data.

This guide explains, step by step, how to set up and use custom fields with opportunities, how they behave across different views, and what limitations you need to be aware of.

What Are GoHighLevel Opportunity Custom Fields?

In GoHighLevel, custom fields let you store extra information that is not available in the default contact or opportunity fields. When used with opportunities, these fields help sales teams capture specific details about each deal.

Key points about custom fields for opportunities:

  • They are created and managed from the Settings area.
  • They can be added to opportunities inside a pipeline.
  • They help you standardize the data you collect on deals.

You can use them for data such as budget ranges, product interests, internal notes, or qualification scores.

Where GoHighLevel Custom Fields Appear

Custom fields are primarily associated with contacts, but you can also work with them in opportunities.

  • Contact view: Custom fields are visible and editable in the contact record.
  • Opportunity view: Certain custom fields appear in the opportunity panel when you open a card in the pipeline.

This means you can see important information while working directly from the pipeline, without constantly switching back to the contact record.

Limitations of GoHighLevel Opportunity Custom Fields

When you use custom fields with opportunities, there are some important limitations you should know so you can configure your account correctly.

Custom Fields Are Saved at the Contact Level

Even when you edit a custom field from inside an opportunity, GoHighLevel saves that data to the contact, not to the individual opportunity.

This has two major consequences:

  • If the same contact appears in more than one pipeline or in multiple stages, the custom field value is shared across all of their opportunities.
  • Updating a custom field from any one of those opportunities updates it for every opportunity tied to that contact.

Changing Opportunity Pipelines Does Not Change Custom Fields

Moving an opportunity from one pipeline to another does not create separate copies of custom field data. Because custom fields are contact-based, the information stays exactly the same regardless of what pipeline or stage the opportunity is in.

No Separate Custom Fields Per Opportunity

Currently, GoHighLevel does not provide a separate custom field record for each opportunity. You cannot, for example, have different budget values stored in the same custom field for two deals associated with the same contact. The latest change to that custom field will apply to all opportunities under that contact.

How to Configure GoHighLevel Custom Fields

Before you can use custom fields in opportunities, you need to configure them in your account.

Step 1: Create Custom Fields in Settings

  1. Log in to your GoHighLevel account.
  2. Go to Settings in the left-hand menu.
  3. Open the Custom Fields section.
  4. Click + Add Field.
  5. Select the field type you want (text, number, dropdown, etc.).
  6. Name the field clearly so your team understands its purpose.
  7. Save the new custom field.

Once created, these fields become available on contacts and can be displayed when you open an opportunity.

Step 2: Make Custom Fields Available in Opportunities

After creating the fields, you can ensure that they are visible in the opportunity view.

  1. Open any contact that is tied to an opportunity.
  2. Confirm that the custom fields appear in the contact record.
  3. Open the corresponding opportunity card from the pipeline.
  4. Look for the same custom fields in the opportunity details panel.

If the field is visible in the contact, it can be accessed when working with the opportunity associated with that contact.

How to Use GoHighLevel Custom Fields in a Pipeline

With your custom fields configured, you can now work with them directly from your pipeline.

Viewing Custom Fields from an Opportunity

  1. Navigate to Opportunities in your GoHighLevel account.
  2. Select the pipeline where your opportunity is located.
  3. Click an opportunity card to open the detail panel.
  4. Locate the contact information section where your custom fields are shown.

This allows you to quickly see key data such as qualification status, estimated value, or other custom metrics while staying in the pipeline view.

Editing Custom Fields from an Opportunity

  1. Open the opportunity card from your pipeline.
  2. Find the custom field you want to update.
  3. Click into the field and enter the new value.
  4. Save or close the opportunity card as needed.

Remember that any updates made here are stored at the contact level. The new value will be reflected anywhere else this contact appears in your account.

Best Practices for GoHighLevel Opportunity Custom Fields

To get reliable data and avoid confusion when using custom fields with opportunities, follow these best practices.

Plan Fields Around the Contact, Not the Deal

Because the data is contact-based, design your custom fields to answer questions about the person or company, not about a specific instance of a deal. Examples include:

  • Overall customer lifetime value band.
  • Primary product interest.
  • Lead source or main campaign.
  • Account tier or segment.

For data that truly differs per deal, use notes, tasks, or other opportunity-specific methods instead of reusing the same custom field.

Avoid Conflicting Data Across Pipelines

If your sales process puts the same contact into multiple pipelines (for example, upsells or renewals), be cautious about editing shared custom fields from those different opportunities. Changes from one team can unintentionally overwrite values that another team relies on.

Standardize Naming and Usage

To keep your GoHighLevel account clean and easy to search:

  • Use clear, consistent naming conventions for custom fields.
  • Document how and when each field should be updated.
  • Train your team on which fields are critical for pipeline reporting.

Reporting and Segmentation with GoHighLevel Custom Fields

Because custom fields live at the contact level, they are useful for reporting and segmentation beyond the opportunity view.

  • Filter contacts by custom field values to build targeted smart lists.
  • Trigger automations based on specific field values.
  • Use field data to personalize messaging and follow-up sequences.

This makes your opportunity work even more powerful, since data entered while working on a deal can drive ongoing nurture campaigns.

Learning More About GoHighLevel Custom Fields

For the original reference material used in this guide, you can review the official documentation on how to use custom fields for opportunities here: GoHighLevel Help Center – Custom Fields for Opportunities.

If you need broader strategic help implementing pipelines, automations, and custom fields at scale, you can also visit https://consultevo.com for consulting and implementation services.

By understanding where custom fields live, how they interact with opportunities, and the limitations of contact-level data, you can configure GoHighLevel in a way that keeps your pipelines organized, your reports accurate, and your team aligned.

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