Pipelines are the backbone of your sales process in Go High Level. They help you visualize where each lead is in their journey, track progress, and ensure no opportunity falls through the cracks.

In this guide, we'll walk you through creating your first pipeline from scratch, setting up stages, and configuring it for your specific sales process.

What is a Pipeline?

A pipeline is a visual representation of your sales or customer journey. Think of it like a board game where each lead moves through different stages until they reach the end goal—becoming a customer.

Good to know

You can create multiple pipelines for different purposes—one for sales, one for onboarding, one for customer success, etc.

Creating Your Pipeline

Follow these steps to create your first pipeline:

  1. Navigate to Opportunities

    From your GHL dashboard, click on "Opportunities" in the left sidebar. This is where all your pipelines live.

  2. Click "Add Pipeline"

    Look for the "Add Pipeline" button in the top right corner. Click it to open the pipeline creation modal.

  3. Name Your Pipeline

    Give your pipeline a clear, descriptive name. For example: "Sales Pipeline," "Client Onboarding," or "Lead Qualification."

  4. Configure Settings

    Set your default stage (where new leads start) and configure any additional settings like currency or probability tracking.

Adding Stages

Stages represent the different steps in your process. A typical sales pipeline might include:

  • New Lead — Fresh leads that just came in
  • Contacted — Leads you've reached out to
  • Qualified — Leads that fit your criteria
  • Proposal Sent — Leads you've sent an offer to
  • Closed Won — Customers who said yes!
  • Closed Lost — Leads that didn't convert
Pro Tip

Keep your pipeline simple to start. You can always add more stages later as you refine your process. 5-7 stages is usually the sweet spot.

Best Practices

Here are some tips to get the most out of your pipeline:

Use Clear Stage Names

Anyone on your team should understand what each stage means at a glance. Avoid jargon or abbreviations.

Set Up Stage Automations

Trigger workflows when leads move between stages. For example, automatically send a follow-up email when a lead moves to "Proposal Sent."

Review Weekly

Schedule time each week to review your pipeline. Move stale leads, follow up on prospects, and keep things current.

Watch Out

Don't create stages just to have them. Every stage should represent a meaningful step where a specific action needs to happen.