I’m sure we’ve all been there—your sales team is moving at full speed, and then… crickets. The opportunities that seemed promising are now sitting idly in the pipeline.

Why? Because your team forgot to follow up, or maybe they just didn’t see the task pop up in time.

This is where HighLevel’s pipeline notifications come in handy.

Mario Aldayuz, Head of Partnerships at HL Pro Tools, recently dropped some solid knowledge during a live Zoom session. One of the key takeaways? Setting up automated notifications for stale opportunities is a total game-changer.

How to Set It Up: A Simple Workflow Hack

Let me walk you through a simple setup that Mario shared during the session. The goal here is to get notifications triggered for opportunities that are stagnating in your pipeline.

1. Create a “Stale Opportunity” Trigger
   Set up a workflow that triggers a notification when an opportunity hasn’t moved forward within a specific time frame. Whether it’s been 2 days, 5 days, or a week—this trigger keeps everyone accountable.
   
2. Segment By Pipeline Stage
   Not all opportunities are created equal. Some need more attention than others. By segmenting your workflow by pipeline stage, you give your team a clear view of where they need to focus. Are the warm leads getting cold? Is a hot prospect slipping through the cracks? With a segmented workflow, you get clarity without the chaos.
   
3. Integrate Call Actions
   A great sales process still needs the human touch. That’s why Mario suggested integrating manual call actions into your workflow. Having your team reach out personally via phone or email can make all the difference when it comes to closing a deal.

The Action Step You Need to Take Today

Now that you know the theory, it’s time to put it into action. Here’s what you need to do right now:

✅ Create Isolated Workflows for Each Pipeline Stage
Don’t just throw everything into one bucket. Segregating your opportunities based on their stage helps everyone on your team know exactly where to focus. It’s all about making sure the right tasks get attention at the right time.

✅ Make Notifications Non-Negotiable
Stagnant opportunities are dangerous. With automated notifications, you can make sure no deal slips through the cracks. Set your workflows up to keep your team on top of things—whether they’re in the office or on their phones.

✅ Add a Personal Touch with Manual Call Actions
Sometimes, automated emails aren’t enough. Implement call actions in your workflows to make sure the personal touch isn’t lost in your sales process. A quick call can be the difference between a closed deal and a missed opportunity.

Ready to Take Your Sales to the Next Level?

If you’re serious about mastering HighLevel and scaling your sales process, there’s no better time than now to get your pipeline notifications dialed in. 

These small tweaks can make a huge difference in your ability to track opportunities, keep your team accountable, and close more deals.

If you need a hand setting all of this up or just want to get some pro tips on streamlining your HighLevel workflows, head over to HL Pro Tools and book a call with our team.

Let’s make your HighLevel experience smoother and more efficient—so you can focus on what really matters: closing those deals.