GoHighLevel Pipelines: Track Deals, Assign Stages and Forecast Revenue

TL;DR

• Visual sales pipeline with drag-and-drop functionality
• Customize stages for your unique process
• Automate movement between stages with triggers
• Forecast revenue from deal values
• Integrate with calendars, forms, and workflows

Why Sales Pipelines Help You Close More Deals

You can't manage what you can't see.

GoHighLevel Pipelines let you:

• Organize leads by status or stage
• Track deals visually from start to close
• Set value per opportunity and project earnings
• Assign tasks or automate follow-ups per stage

It's perfect for agencies, service businesses, real estate teams, legal firms, coaches—anyone managing a deal or client flow.

How to Set Up a Pipeline in GoHighLevel

1. Access Opportunities → Pipelines

• Create a new pipeline for your process
• Name stages (e.g., New Lead, Contacted, Qualified, Proposal Sent, Closed Won)

2. Add Deals Manually or via Automations

• Triggered by form fills, bookings, or lead imports
• Automatically assign a pipeline and stage

3. Use Workflows to Move Deals Between Stages

• Example: If lead replies to SMS, move to Contacted
• If deal closes, trigger email confirmation and internal task

4. Track and Forecast Revenue

• Assign deal values
• Filter by stage or rep
• View total pipeline value and expected monthly close rates

Use Case: Pipeline for a Real Estate Team

• New inquiry fills out buyer form → added to "New Lead"
• Agent contacts → moved to "Contacted"
• Sets viewing → moved to "Qualified"
• Sends offer → moved to "Proposal Sent"
• Closes deal → "Closed Won" + automation sends onboarding pack

Agents and admins can view performance, track conversions, and know exactly who to follow up with.

Make It a Resellable Asset

• Create industry-specific pipelines (real estate, legal, coaching)
• Package inside a GoHighLevel Snapshot
• Offer monthly lead pipeline management as a service

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FAQs

Can I have multiple pipelines for different services? Yes, create separate pipelines per offer, niche, or sales process.

Can I automate deal movement between stages? Absolutely. Use workflows with If/Else logic, tags, or form submissions.

How do I use this for forecasting? Assign deal values and view the total estimated revenue in each stage.

Does this replace my current CRM? Yes. GoHighLevel pipelines, contacts, tasks, and automation handle full CRM duties.

Can I sell this to clients? Yes. Create niche-specific pipelines and bundle them in your SaaS offer.