Filter Opportunities Using Custom Opportunity Fields in HighLevel

• Setting Up Custom Fields
• Using Custom Fields in Your Pipeline
• Filtering Opportunities Based on Custom Fields
• Example in Action
• Benefits of Custom Fields and Filtering
• Conclusion

Hey there! In today’s guide we’ll explore how to use custom fields within your opportunities in Go HighLevel and how to filter them for a deeper understanding of your leads. Whether you’re managing a small business or a large enterprise, these tips will help you streamline your sales process and focus on the most promising leads.

Setting Up Custom Fields

Custom fields allow you to capture specific information about your leads that’s important for your business. For example, let’s say we’re a roofing company that generates leads through a short survey on our website. While we can see the leads inside our pipeline, the details they provided in the survey aren’t immediately visible until we click on each opportunity.

Here’s how to set up custom fields:

1. Create the Fields:
   • Click on an opportunity card.
   • Scroll down to see the existing custom fields. In our example, we have a simple yes/no dropdown to determine if they have a flat roof and another dropdown for the age of the house.
2. Add New Custom Fields:
   • Click on an opportunity card and then click “Add and manage field”.
   • This will take you to the custom fields section under settings.
   • Click “Add new field”. For instance, if we want to know the type of house, we can choose “Radio select” as the field type and name the options: “Detached,” “Semi-detached,” and “Terrace.”
   • Under the “Object” section, select “Opportunity” and choose “Opportunity details” from the group.
   • Click “Save”.

Using Custom Fields in Your Pipeline

Once you’ve created your custom fields, they become part of your opportunity cards, allowing you to gather and view critical information at a glance. This is particularly useful for tailoring your sales approach to each lead’s unique situation.

Filtering Opportunities Based on Custom Fields

Filtering opportunities helps your sales team focus on the most relevant leads, making their efforts more efficient and targeted.

Here’s how to filter your opportunities:

1. Apply Standard Filters:
   • Click the filter button in your opportunities pipeline.
   • You can filter based on standard opportunity fields, such as leads that arrived in the pipeline today.
2. Apply Custom Field Filters:
   • Use filters based on custom fields to narrow down your opportunities.
   • For example, if your roofing business doesn’t service houses over 100 years old, you can filter these out.
   • If you might consider houses over 100 years old if they have a flat roof, you can set your logic to “Or”, meaning only one of these conditions needs to be met.

Example in Action

Let’s look at a practical example:

1. Filter by Age of House:
   • Click the filter button.
   • Choose the custom field “Age of House” and set the condition to exclude houses over 100 years old.
2. Filter by Flat Roof:
   • Add another condition for the custom field “Flat Roof” and set it to include only leads with a flat roof.
   • Adjust the logic to “Or” to include leads that meet either condition.

Benefits of Custom Fields and Filtering

Using custom fields and filters not only helps in organizing and managing your leads but also ensures your sales team is reaching out to the right prospects. This targeted approach can significantly increase conversion rates and improve overall sales efficiency.

Conclusion

Adding custom fields and using filters in Go HighLevel is a powerful way to enhance your lead management process. By capturing detailed information and applying targeted filters, you can ensure that your sales team is always focused on the most promising opportunities.