GoHighLevel Opportunity List View

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How to Use the GoHighLevel Opportunity List View

The GoHighLevel opportunity List View is a powerful way to manage pipeline records in a CRM-style layout, similar to how ClickUp and other productivity tools present sortable tables. This guide walks you through every control in the List View so you can quickly filter, sort, search, and update your opportunities without leaving the pipeline screen.

This tutorial is based on the official documentation and focuses on practical, step-by-step instructions to help you get productive immediately.

Accessing the GoHighLevel Opportunity List View

Before using the List View, you must open the opportunities area inside your account.

  1. Log in to your GoHighLevel account.
  2. In the left-hand navigation, go to Opportunities.
  3. Select the pipeline you want to work in.
  4. Switch from the default board (kanban) view to the List View if it is not already active.

Once opened, you will see your opportunities organized in rows with multiple columns such as name, pipeline stage, status, and other fields.

Understanding the Toolbar in GoHighLevel List View

The top toolbar in the GoHighLevel List View gives you fast access to layout and filtering controls.

Using the Columns Selector in GoHighLevel

The columns selector lets you choose which fields appear as columns in the table.

  1. Look for the Columns icon or button in the toolbar.
  2. Click it to open the list of available fields.
  3. Check or uncheck fields to show or hide them.
  4. Close the selector to apply your changes instantly.

This helps you focus on the most relevant information, such as deal value, stage, or owner.

Applying Time Range Filters in GoHighLevel

You can limit which opportunities are displayed based on when they were created or last updated.

  1. Locate the Time Range dropdown in the toolbar.
  2. Choose a predefined range (such as today, this week, this month) or a custom date span.
  3. The List View will refresh to show only records matching the selected time frame.

This is especially useful when reviewing recent activity or generating quick period-based reports.

Using the Advanced Filter Panel in GoHighLevel

The advanced filter panel allows you to build more precise views of your pipeline.

  1. Click the Filter button or icon in the toolbar.
  2. In the filter panel, choose a field such as pipeline stage, status, owner, or tag.
  3. Select the appropriate condition (for example: is, is not, contains, does not contain).
  4. Enter or choose the value for that filter.
  5. Add multiple filter conditions if needed.
  6. Apply the filters to update the List View.

You can combine several filters to create very targeted lists, such as all open opportunities assigned to a specific team member.

Searching and Sorting Opportunities in GoHighLevel

The List View includes both search and sort options to help you find records quickly.

Searching Opportunities in GoHighLevel List View

The search bar scans text fields so you can jump straight to the record you need.

  1. Find the search box at the top of the List View.
  2. Type part of the contact name, company, or another identifier.
  3. The table will automatically filter to show only rows that match your search term.

Clear the search box to return to the full filtered list.

Sorting Columns in GoHighLevel List View

Sorting lets you rearrange your opportunities in ascending or descending order by any sortable column.

  1. Hover over the header of the column you want to sort.
  2. Click once to sort in ascending order.
  3. Click again to sort in descending order.
  4. Click a third time (if available) to remove the sort and return to the default order.

Common fields to sort by include close date, value, or stage, making it easier to prioritize your follow-ups.

Editing Records Directly in GoHighLevel List View

The List View allows inline editing so you can quickly update specific fields without opening each opportunity individually.

  1. Locate the row containing the opportunity you want to change.
  2. Click on the cell for the field you want to edit, such as stage or status.
  3. Update the value directly in the cell.
  4. Click outside the cell or press enter (depending on the field) to save the change.

This approach greatly speeds up everyday pipeline maintenance tasks.

Bulk Actions in GoHighLevel List View

When you need to update several records at once, use bulk actions.

  1. Check the boxes next to each opportunity you want to modify.
  2. Look for the bulk actions bar or menu that appears.
  3. Choose the action you want to apply, such as changing pipeline stage, updating status, or assigning a new owner.
  4. Confirm your choice to apply the action to all selected opportunities.

Bulk updates can save time when cleaning up data or reassigning large groups of records.

Customizing Your GoHighLevel List View Layout

Beyond filters and columns, you can refine how the List View behaves so it matches your workflow.

Adjusting Visible Fields in GoHighLevel

To refine the layout even more, revisit the columns selector regularly.

  • Show only the fields you use for decision-making.
  • Hide fields that are not needed for quick reviews.
  • Reorder columns (where supported) to bring the most important data to the left.

Keeping the layout clean makes the List View easier to scan at a glance.

Saving Consistent Views in GoHighLevel

While the original documentation focuses on the mechanics of the List View, a practical best practice is to keep consistent filter and column combinations for recurring tasks.

  • Use one combination for daily follow-up reviews.
  • Use another combination for weekly pipeline health checks.
  • Keep a simplified layout for quick management overviews.

This consistency helps your team quickly understand what they see in the List View each time they open it.

Tips for Working Efficiently in GoHighLevel List View

To get the most out of the List View, combine its main features.

  • Apply a date range to limit records to a current period.
  • Add filters for status or stage to narrow the focus.
  • Use search for a specific contact or deal.
  • Sort by value or close date to prioritize work.
  • Use inline editing and bulk actions to update everything in one pass.

These steps turn the List View into a flexible workspace for managing your full pipeline.

Additional Resources for GoHighLevel Users

To see the original reference material used for this tutorial, review the official documentation here: GoHighLevel List View for Opportunities.

If you want strategic help setting up CRM processes, automation, or broader digital systems around your GoHighLevel account, you can explore consulting resources at Consultevo.

By mastering the opportunity List View, you can monitor every stage of your pipeline, react quickly to new activity, and maintain clean data without leaving the main GoHighLevel interface.

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