20%
20%

How to End an Opportunity 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.

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.

Do you want the HighLevel fast-track?

We bundled all the goodness we created for ourselves over the past 18 months into a complete training to sell more & retain clients longer with HighLevel®.

About HL Pro Tools

HL Pro Tools is the only white label HighLevel® support with a money back guarantee to help your agency sell more & retain clients longer.

Do you want the HighLevel fast-track?

We bundled all the goodness we created for ourselves over the past 18 months into a complete training to sell more & retain clients longer with HighLevel®.