Opportunities and pipelines

Opportunities is the sales board of your GoHighLevel CRM. A pipeline is the path a deal takes from new lead to won; each deal is an opportunity you move along it. It’s how you answer “what’s in flight, and what’s it worth?” without a spreadsheet.

Opportunities → Pipelines: deals tracked through stages.

Build a pipeline

Under the Pipelines tab, define the stages a deal passes through — for example New, Contacted, Quoted, Won. Keep them to the handful of steps that actually reflect how you sell; a clean pipeline is one you’ll keep current.

Add and move opportunities

Add an opportunity tied to a contact, give it a value, and place it in a stage. As things progress, drag it across the board. Your forms, calendars, and workflows can create and advance opportunities automatically, so the board reflects reality without manual data entry.

Read the board

At a glance you see how many deals sit in each stage and the total value in play — where things are stalling, and what’s close to closing. That’s the signal that tells you where to spend your next hour.