How to End an Opportunity in HighLevel
Key Takeaways
- Depending on the situation, if an Opportunity isn’t going to work out or close, you may want to delete or archive the Opportunity.
- There are multiple ways to do this in HighLevel.
Depending on the situation, if an Opportunity isn’t going to work out or close, you may want to delete or archive the Opportunity. There are multiple ways to do this in HighLevel.
Part 1: Update Opportunity Status in HighLevel. You can update the Opportunity status if it isn’t going to work out, to either “lost” or “abandoned”.
Step 1: Click into the Opportunity and scroll to the bottom.
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: Under the “Status” dropdown, change the status appropriately.
Step 3: Hit Save to update your changes.
Part 2: Delete an Opportunity in HighLevel. You can do this to remove it from the list entirely.
Step 1: Click into the Opportunity and scroll to the bottom.
Step 2: Scroll to the bottom and click the red “Delete” button. This will completely delete the Opportunity.
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 Pipelines 101: The Complete Guide to Setting Up Pipelines and Managing Opportunities
Learn how to set up pipelines and manage opportunities in HighLevel. This complete guide covers pipeline creation, stage configuration, oppo
Matt @ HLPTHow to Utilize Lead Values in HighLevel Pipelines and Triggers
Using lead values in pipelines allows you to help manage your business effectively. Typically a new lead, or ‘cold’ lead, in a beginning pip
Matt @ HLPTHow To Add A Contact To Multiple Opportunities within HighLevel
You may want to add a contact to multiple opportunities within HighLevel. Follow these steps to learn how to allow duplicate opportunities.
Matt @ HLPT