How to Create Your First Pipeline

Overview

Pipelines in Go High Level are more than just lists of opportunities — they're visual sales and workflow management tools that help you track every step of a lead or customer's journey. Think of them as a digital assembly line: each opportunity moves from one stage to the next, giving you clarity on where things stand, what actions are needed, and where deals may be getting stuck.

Whether you're managing leads, nurturing prospects, or closing deals, creating pipelines can significantly enhance your efficiency and effectiveness. In this guide, we'll walk you through the complete process of creating pipelines in Go High Level.

What is a Pipeline?

A pipeline is made up of stages, each representing a step in your sales or customer journey. Pipelines can be accessed through: Sub-account → Opportunities → Pipelines.

Pipelines provide several key benefits:

• Visibility — Instantly see where every lead, deal, or client stands
• Consistency — Standardize your sales or service process so every customer gets the same experience
• Efficiency — Automate repetitive tasks like reminders, follow-ups, or task assignments
• Reporting — Track conversion rates, identify bottlenecks, and measure performance across the funnel

Your pipeline isn't just a tracker — it's a diagnostic tool that helps you tighten your process, improve conversion rates, and create smoother customer journeys.

Industry Examples

• Real Estate Agency: New Lead → Property Tour → Offer → Contract Signed → Closed
• Coaching Business: Inquiry → Discovery Call → Program Chosen → Payment → Onboarding
• Agency Client Management: Lead → Strategy Call → Proposal → Agreement → Onboarded

Creating Your Pipeline

Follow these steps to create your first pipeline in Go High Level:

1. Navigate to Opportunities

   Log in to your Go High Level account. Click on Opportunities in the left-hand menu. From the top navigation bar, click on Pipelines.

2. Click "Create New Pipeline"

   Look for the Create New Pipeline button and click it to open the pipeline creation modal.

3. Name Your Pipeline

   Give your pipeline a descriptive name that reflects its purpose or the stage of the customer journey it represents. Examples: "Sales Pipeline," "Client Onboarding," or "Lead Qualification."

4. Configure Visibility Settings

   You can determine whether each individual stage is visible in the pie chart and funnel chart, as well as choose if the entire pipeline is visible or not.

5. Save Your Pipeline

   Click Save to confirm your changes. Your newly created pipeline will now appear on your Pipelines page.

Adding Stages

With your new pipeline created, you'll see an empty canvas where you can add stages:

• Enter the name of the first stage of your pipeline
• Click on the Add Stage button to create more stages
• Repeat this process to add additional stages, defining the sequential flow
• Use the up and down arrows on the left of the stage name to reorder stages

Example Stage Setup

• New Leads — Fresh leads who have just entered your system
• Responded — Leads who have replied to your emails, messages, or calls
• Booked a Call — Prospects who have scheduled a meeting or consultation
• Under Contract — Leads who have agreed but haven't completed the transaction
• Became a Client — Prospects who have made a purchase or signed a contract

Best Practices

Keep Naming Consistent

Use clear, descriptive names that anyone on your team can understand at a glance. Keep naming consistent across clients and industries.

Avoid Stage Overload

Start with 5-7 stages. Avoid using too many stages that clutter the view. Think about your sales or service process and mirror it in the pipeline.

Connect Automation Triggers

Each stage can be customized with automation triggers to move leads automatically between stages. This helps move deals forward without manual input.

Set Rotten Duration

Configure a time frame for how long a lead can stay in a stage before being flagged as "rotten." This helps you identify stuck opportunities.