Once you start setting up and running campaigns in GoHighLevel, you need the pipelines and opportunities features to organize and manage your leads.
My experience with these tools has been extremely positive (they’re so easy!), so here’s my advice on using them the right way.
Key Takeaways:
- Pipelines and opportunities allow you to see the value of your campaigns
- Quickly identify which opportunities will benefit from nurturing or retargeting
- Use workflows to automate repetitive pipeline management tasks
How Using GoHighLevel Pipelines and Opportunites Has Helped Me
I Understand the Value of My Campaigns
I often have several campaigns running simultaneously. Of course, I want to instantly see how much each is worth.
For that, I have to look no further than the dashboard data, where I can see exactly what the value of my campaigns is, plus a whole lot more.
This information is extremely valuable because it allows me to view which campaigns are converting and why so I can replicate the formula for future campaigns.Â
On the flip side, I can also see which ones aren’t working and stop wasting my time on them.
I Know Which Opportunities Need Attention
I have to admit that I’m not the most organized individual. I need structure and a way to visualize my workload so I can see what needs to be done and when.
Believe me, when you get a couple of hundred leads added to a campaign, it gets overwhelming, fast.Â
Pipelines give me that structure and enable me to clearly identify which opportunities need my attention and which ones don’t.
This means I’m not contacting people when there’s no need to, and I’m not neglecting leads that could potentially be worth a lot of money.
I Can Retarget Opportunities According to Pipeline Status
An opportunity isn’t always as dead as you think it might be.
Perhaps the lead wasn’t interested in that particular offer? Or, maybe they weren’t in a position to buy at that specific moment in time?
Knowing the exact status of my opportunities gives me, well, an opportunity to retarget them with offers that are more aligned with their needs.
For instance, delivering tailored follow-ups, adjusting my messaging, and re-engaging stalled leads are all ways that I can rejuvenate my opportunities and hopefully convert them into sales.
I Set Boring, Repetitive Pipeline Tasks on Autopilot
Sending emails, adding leads to pipelines, adding leads to events, deleting leads…
You get the idea.
There’s a lot of activity going on, and most of it is repetitive. Now, multiply that across hundreds of leads, and there just aren’t enough hours in the day.
I’d rather automate everything and free up time for more important matters like closing deals.Â
So, that’s exactly what I do!
How to Create a Pipeline in 5 Steps
Creating a pipeline in GoHighLevel is super easy and takes less than a minute!
- Head to Opportunities > Pipelines > Create New Pipeline.
- Give your new pipeline a name.
- Create and name the pipeline stages.
- Click Save.
- Head to the Opportunities tab and select your new pipeline.
That’s it!
A couple of quick things…
When creating your pipeline, you can move the stages into a different order by clicking the little arrow icons on the left.Â
On the right, you can toggle each stage to show or not show in the dashboard pie chart and funnel chart. Click the red garbage can to delete a stage.
How to Create an Opportunity in 6 Steps
- Head to Opportunities and select the desired pipeline from the dropdown box
- Click Add Opportunity.
- Select an existing contact from the dropdown box, and the information will auto-populate in the relevant fields. Alternatively, you can manually enter the details.
- Select the correct pipeline stage.
- Assign a monetary value to the opportunity and insert any additional information in the relevant fields.
- Click Save.
The opportunity card will now show up under the relevant pipeline stage. You can select quick actions, such as adding notes or appointments, by clicking on the little icons.
6 Best Practices for GoHighLevel Opportunities and Pipelines
1. Keep Pipeline Stages Clear and Simple
There’s no need to overcomplicate things. The more pipeline stages you have, the more work there is to do and, ironically, the harder it is to track everything.
Keep your stages simple and clearly labeled.Â
A typical marketing pipeline will have five key stages consisting of:
- Lead acquisition
- Nurturing
- Qualification
- Proposal
- Close
However, this can vary depending on the type of campaign you are running. In any case, try not to exceed seven stages because this is where it starts to get too confusing.
2. Set Tasks and Keep Notes
Once your pipeline starts getting filled with leads, your job is to keep on top of everything and ensure the right ones get nurtured at the right times.
Of course, there’s automation to help you with that, but it can’t do everything—live phone calls, for example.Â
To help ensure you get everything done, you can set up tasks for your opportunities, and the system will remind you when they are due. It’s also possible to schedule appointments by linking opportunities to any of your calendars.
3. Regularly (and Properly) Update Opportunities
You can also add notes to each of your opportunities. I fully recommend doing this because it provides a paper trail of what has happened so far.
Get in the habit of updating notes every time you have contact with an opportunity or their status changes.Â
If you’re anything like me (memory like a sieve), it’s very easy to forget what was said during a phone call, so writing things down will help you stay on the ball.
Also, don’t neglect to move your opportunities through the pipeline stages as things happen. The last thing you want is a bunch of qualified leads sitting in the acquisition stage of your pipeline being ignored.
4. Get Rid of Stale Opportunities
Ditch the duds!Â
Don’t keep leads who have expressed disinterest in what you have to offer. Similarly, opportunities that have not been responding to you can also be considered stale.
Wave goodbye and delete them from the system. It’ll save you the bother of wasting any more time on them, and it’ll keep your pipelines clean.
Also—and perhaps most importantly—it’ll prevent you from accidentally contacting people after they have told you not to.Â
Besides being a best practice, doing this will help you stay compliant with privacy laws.
5. Use Fields for Better Tracking
The information fields in your opportunities are pretty comprehensive (status, stage, value, etc.). However, you can take it one step further and add custom fields to the form.
For example, if your product has several add-on services, you can create a custom field that indicates which add-ons the lead is interested in.
Doing this is a great idea because it gives you more data to work with and track.
So, if you see a trend where most of your opportunities want a certain add-on, you could look at how to expand it further to create additional revenue streams.
6. Set Up Automated Workflows
Finally, if you’re not yet using GoHighLevel’s workflow tool, it’s time to start!
This feature will save you a lot of effort and move your opportunities through your pipelines without any manual intervention.
For instance, if you get leads via an email campaign, you could set up an automation that adds them as an opportunity if they read and respond to a particular email.
Then, you can create automated sequences based on the lead’s further actions. So, if the lead books a discovery call, you can use automation to move them from the acquisition pipeline stage to the nurturing stage and so on.
Yes, this feature takes some mastering, but trust me—it will be more than worth it in the end.
Frequently Asked Questions
How Many Pipelines Can I Create in GoHighLevel?
You can create and use unlimited pipelines within each of your GoHighLevel sub-accounts. You can also create unlimited pipeline stages.
How Many Opportunities Can I Add to a GoHighLevel Pipeline?
You can add unlimited contacts in GoHighLevel and, therefore, unlimited opportunities to your pipelines. You are not restricted by how much revenue you can make—regardless of your chosen pricing plan.
