Knowledgebase

A sales pipeline in GoHighLevel shows you where every lead is in your sales process — from first contact to closed deal. Here is how to set one up.

What is a Pipeline?

A pipeline is a visual board (like Trello or Kanban) showing your leads grouped into stages. For example:

• New Lead → Contacted → Needs Follow-Up → Proposal Sent → Won → Lost

Each lead (called an Opportunity in GHL) moves through these stages as you progress the sales conversation.

Step 1: Create a Pipeline

1. Log in to your GHL sub-account.
2. Click Opportunities in the left sidebar.
3. Click the Pipelines tab at the top.
4. Click Add Pipeline.
5. Give your pipeline a name (e.g., 'Sales Pipeline', 'Hosting Leads', 'Consulting Clients').
6. Click Save.

Step 2: Add Stages to Your Pipeline

7. Inside your new pipeline, click Add Stage.
8. Name the stage (e.g., 'New Lead').
9. Choose a colour for the stage.
10. Click Save.
11. Repeat for each stage. Recommended stages for most Nigerian businesses:
    • New Lead — just came in, not yet contacted
    • Contacted — first message or call made
    • Interested — lead has expressed genuine interest
    • Proposal / Quote Sent — pricing or proposal shared
    • Negotiation — discussing terms
    • Won — deal closed, payment received
    • Lost — deal did not close

Step 3: Add Leads (Opportunities) to the Pipeline

12. Click the Opportunities board view.
13. Click the + button in the New Lead column.
14. Fill in the opportunity name, contact name, value (deal size), and any notes.
15. Click Add.
16. Drag and drop the opportunity card between columns as it progresses.

Automating Pipeline Movement

You can configure GHL automations (Automation > Workflows) to automatically move a lead to the next stage when they take an action — for example, move to 'Contacted' when an email is sent, or move to 'Won' when a payment is received.