How to Create and Edit Pipelines in HighLevel
Key Takeaways
- Using HighLevel’s Pipelines feature, you can more efficiently manage your leads for your business.
- This tutorial will show you how you can easily create a new pipeline, or make changes to existing ones within HighLevel.
Using HighLevel’s Pipelines feature, you can more efficiently manage your leads for your business. This tutorial will show you how you can easily create a new pipeline, or make changes to existing ones within HighLevel.
Step 1: Accessing the Pipelines page in HighLevel
- Navigate to Settings > Pipelines
- Here you’ll see a list of all your existing pipelines.
- You can click the Edit or Delete icons to make changes or delete a pipeline.
- Click the green button to add a new pipeline
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Step 2: Adding a New Pipeline in HighLevel
- Click the +Create new pipeline button
- Fill out the information in the popup window.
- Give the pipeline a name, add stages, and choose the visibility.
- NOTE: you can determine whether or not each individual stage is visible in the pie chart and funnel chart, as well as choose if the entire pipeline as a whole is visible or not.
- Using the arrows next to each stage, you can modify the order.
- Continue adding as many stages as you’d like.
- Save to confirm your changes.
- Now this newly added pipeline will appear on your Pipelines page.
- You can click the edit icon to make any additional edits.
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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.
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