Performance tracking with GoHighLevel’s Pipeline Management features.

•

saas4agency.com

we’re diving into GoHighLevel opportunities and pipeline management systems. If you’ve been struggling to understand how these tools work and why they’re essential for your company’s sales and marketing, this guide is for you.

Understanding GoHighLevel Opportunities and Pipelines

What Are GoHighLevel Opportunities?

Opportunities in GoHighLevel represent individual prospects or leads. These are the potential clients or customers you’re engaging with during your sales process.

What Is a Pipeline Management System?

A pipeline management system is a visual representation of your sales process. It breaks down the journey of your prospects through various stages, from initial contact to final sale. This system helps you track and manage each lead, ensuring nothing slips through the cracks.

Try HighLevel FREE for 30-Days

Why Use GoHighLevel’s Pipeline Management System?

GoHighLevel’s pipeline management system is crucial because it:

  • Organizes your sales process: Visualize every stage of your sales funnel.
  • Tracks lead progress: See where each prospect stands in your pipeline.
  • Improves efficiency: Automate repetitive tasks and focus on closing deals.

Setting Up Your Pipeline in GoHighLevel

Let’s walk through setting up a pipeline in GoHighLevel.

  1. Accessing Opportunities: Go to the Opportunities tab within your sub-account. This feature is available at the sub-account level, not the agency level.
  2. Creating a Pipeline:
    • Click on Pipelines and then Create New Pipeline.
    • Name your pipeline (e.g., “Sales Leads”).
    • Define the stages of your sales process. Common stages include:
      • New Leads
      • Responded
      • Booked a Call
      • Under Contract
      • Became a Client
      • Ghosted
  3. Understanding Stages:
    • New Leads: Incoming leads that need initial contact.
    • Responded: Leads that have responded to your outreach.
    • Booked a Call: Leads that have scheduled a call with you.
    • Under Contract: Leads that have agreed to your terms and are in the contracting phase.
    • Became a Client: Leads that have converted into paying customers.
    • Ghosted: Leads that showed interest but did not finalize the deal.
Try HighLevel FREE for 30-Days

Creating and Managing Opportunities

Manual Creation

To manually create an opportunity:

  • Click on the “Create Opportunity” button.
  • Fill in the required details (e.g., contact name, email, phone number).
  • Assign the opportunity to the appropriate pipeline and stage.
  • Set the status (Open, Lost, Won, or Abandoned) and potential value.

Automated Creation

Automate the creation of opportunities with workflows:

  1. Form Submission Trigger:
    • Go to the Automation tab and create a new workflow.
    • Set the trigger to “Form Submission” and select the specific form (e.g., “Contact Us”).
  2. Creating an Opportunity:
    • Add an action to “Create or Update Opportunity”.
    • Assign the opportunity to the desired pipeline and stage (e.g., New Lead).
    • Populate the opportunity’s details, such as name, status, and value.
Try HighLevel FREE for 30-Days

Utilizing Automation for Efficiency

Automation can significantly streamline your process:

  • Automatic Triggers: Set up triggers based on form submissions, emails, or other actions.
  • Automated Actions: Define actions like creating opportunities, sending follow-up emails, or updating lead statuses.

Conclusion

GoHighLevel’s opportunities and pipeline management system are powerful tools for managing your sales process efficiently. By setting up a structured pipeline and utilizing automation, you can ensure that no lead is overlooked, and your sales team can focus on closing deals.

Stay tuned for more insights and tips on maximizing your use of GoHighLevel. Until next time, keep optimizing your sales process!

•

, ,