Goal
Create, move, and find opportunities in GoHighLevel to keep the sales pipeline accurate and current
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SOP-273
GoHighLevel Opportunity Management
This SOP shows how to add opportunities manually or via a simple workflow, move deals across stages, and use filters/search to control pipeline visibility
Type
SOPs · PDF
Last updated
06 October 2025
Who does this
Account managers, SDRs/closers, or ops users with edit access to GoHighLevel client sub-account
Length
10 pages
Comes with
From Leads to Sales: Funnel Building 101
Ideal outcome
Every new lead becomes an open opportunity in the correct pipeline/stage, deals advance on time, and users can quickly filter or search to see what matters
Why it matters
Consistent opportunity handling prevents missed leads, duplicate deals, and stalled pipelines, improving speed-to-lead and forecast accuracy
Before you start
You need access to the client sub-account with permission to view/edit opportunities and workflows. Refer to the SOP 274: Setting Up Pipelines in GoHighLevel (web version) to confirm pipelines are built and stages are defined. Refer to the SOP 276: GoHighLevel CRM Foundations (web version) to ensure opportunities are properly synced with contact data
Key steps 21 steps
What is inside 24 headings
1 Add opportunity manually in opportunities 3
- Open the client GoHighLevel Sub-Account and go to "Opportunities" > click "+ Add opportunity" to start.
- Enter the contact details and name the opportunity "ACME – Website Redesign". Set "Pipeline" to "Sales" and choose "New Lead" under "Stage". Set the Status to "Open" and the owner details to the default sales owner, if known. Enter the value, then click "Create" to add the opportunity.
- Confirm the card appears in the selected stage on the board.
2 Automate opportunity creation with a workflow 7
- Go to "Automation" > click "+ Create Workflow" > "Start from Scratch".
- Click "Add Trigger" > Choose "Form Submitted" as the trigger.
- Select the specific form used for new leads and save the trigger. If there are T&Cs in your form, set the filter to "yes" under "Terms and Conditions".
- Next, click "Add Action" under the trigger step. Select "Create Opportunity" as the action and set "Pipeline" to the correct pipeline for new leads. Set "Stage" to the first stage (e.g., "New Lead") and then set "Status" to "Open". Click "Save Action".
- Edit name using tokens if helpful (e.g., {{contact.first_name}} – Website Lead).
- Once CRM triggers and actions are added as per business needs, set contacts under "Test Workflow" and click "Run Test". This defaults to the sales owner. Toggle on "Publish" to activate the workflow.
- Click "Save" and verify that a new opportunity appears in the correct pipeline/stage.
3 Update & manage pipeline in opportunities 11
- Go to "Opportunities" in the client sub-account. Switch to "Board" view if not already selected.
- Drag the deal card to the next stage column to advance it.
- Click the deal card to open details when closing a deal.
- Set "Status" to "Closed Won" or "Closed Lost" and click "Save".
- Switch to "Table" view for bulk updates or deeper filters.
- Click the "Advanced Filters" funnel icon to open filters.
- Set filters (e.g., Pipeline, Stage, Owner, Source, Status) as needed.
- Select the checkboxes for deals to update in bulk. Click "edit" or the pencil icon and choose "Contacted" under "Stage". Click "Save", then "Confirm".
- Click "Bulk Actions" and confirm the update. The selected deals have moved to the new stage.
- Use the search bar to find by contact, company, or opportunity name.
- Clear or reset filters to return to the default view.
The document 10 pages
The file is locked
It comes with From Leads to Sales: Funnel Building 101, or with the full library.
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