HighLevel Bulk Actions – Pipeline Change
Key Takeaways
- Using the HighLevel Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts.
- Here’s how to do a pipeline change to add or update opportunity statuses, using the bulk action feature within HighLevel:.
Using the HighLevel Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to do a pipeline change to add or update opportunity statuses, using the bulk action feature within HighLevel:
Step 1: Choose Your Contacts
- Navigate to your contacts in HighLevel.
- Check the box to select contact records.
- You can also check the box at the top to select all on that page, and you can click the hyperlink to select all contacts in your system.
Tired of Being the Admin, the Marketer, and the Closer?
You didn't start your business to spend hours building funnels, managing calendars, and chasing follow-ups inside HighLevel. What if someone else handled all of that for you?
Our HighLevel-trained virtual assistants know the platform inside and out — workflows, pipelines, social scheduling, reporting — so you can focus on closing deals and growing your business. Starting at only $164 per week.
Step 2: Choose Your Action
- Choose the icon for “Pipeline Change”. In the “Add/Update Opportunity” window that pops up, choose a pipeline, stage, opportunity, lead value, opportunity status, and more.
- Click Add/Update Opportunity to confirm your changes.
NOTE: When scheduling a bulk action in drip mode, the “repeat after” does not repeat the entire process. Instead, it can be viewed as “run every”. As shown in the example below, 100 contacts would be processed per every 5 hours. This process would repeat until all selected contacts received the drip communication. (If you had 780 contacts selected, there would be a total of 8 batches – 7 x 100 and 1 x 80).
The Complete Operator's Playbook
Weekly strategies from top-performing agencies
Join 5,000+ operators who get weekly tutorials, templates, and strategies that are actually working right now.
Matt @ HLPT
Founder, HL Pro Tools
Matt and his team of 250+ are known for making it easy to win with GoHighLevel. They bundle tools, trainings and team time for a complete solution. You can use them for all your HighLevel needs from white label support to done-for-you fractional marketing services.
Related Articles
HighLevel Step-by-Step Tutorial: Import Contacts & Opportunities in One Go!
One of the things I love about HighLevel is that it’s always evolving. Seriously, this platform is a machine when it comes to rolling out up
Matt @ HLPTUsing the Bulk Action Features within HighLevel
Using the Bulk Actions features in your Contacts/Smart Lists section within HighLevel, you can perform multiple one-off actions to selected
Matt @ HLPTHighLevel Bulk Actions – Sending Review Requests
Using the HighLevel Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all
Matt @ HLPT