20%
20%

Stop Letting Deals Die in Your Pipeline: How I Use “Stale Opportunity” Triggers to Wake Up Sales

Have you ever logged into HighLevel and seen the same stuck deals sitting in the same dusty pipeline stages for weeks? 

Yeah… me too.

Here’s the deal: HighLevel’s pipelines are a goldmine—if you use them right. But most people let them turn into digital graveyards. Deals go cold. No one follows up. And your team forgets they ever existed.

Let’s fix that.

The Problem: Silent Pipelines = Lost Revenue

I kept noticing something: Even when we had great leads in the pipeline, they’d just sit there. No movement. No notes. No action. Dead weight.

And you know what kills momentum in sales faster than bad leads? 

👉 Good leads that get ignored.

So I started building a system to keep stale deals from slipping through the cracks.

The Fix: Stale Opportunity Triggers

HighLevel has a feature most people overlook:
“Stale Opportunity” triggers. These babies let you set alerts when a deal hasn’t moved in X number of days.

Here’s how I use them to keep the pipeline alive:

🔥 Workflow 1: Alert the Rep
If an opportunity sits too long, it triggers a notification to the assigned team member.
Now they’ve got a nudge to follow up.

🔥 Workflow 2: Tag and Segment
I apply tags based on stage inactivity (e.g. stuck-in-proposal) and branch my workflows based on those. That way, I can tailor the follow-up to exactly where the deal got stuck.

🔥 Workflow 3: Power Dialer Boost
If it’s really stuck, I drop a manual call task into the Power Dialer queue. It adds a human touch—and often gets the deal moving again.

Bonus Tip: Use the Mobile App Like a Boss

These stale opportunity alerts?

They show up in the HighLevel mobile app as standard push notifications.

That means reps can follow up on the fly, without digging through their dashboard.

No excuses. No dropped balls. Just clean, consistent follow-up.

Quick Implementation Checklist:

Here’s what I recommend (and use myself):

🟩 Build isolated workflows for each pipeline stage
🟩 Add “stale opportunity” triggers to flag inactivity
🟩 Push tasks to reps via notifications or Power Dialer
🟩 Use tags to track where deals are falling off
🟩 Monitor follow-ups and iterate every 2 weeks

You’ll be shocked how much revenue you recover from “dead” deals just by setting up these nudges.

TL;DR

Don’t let your pipeline be a parking lot.

With a few smart workflows and stale opportunity triggers, you can:

Bring life back into cold leads
Keep your team accountable
Save deals you were about to lose

HighLevel gives you the tools. You just need the strategy to actually use them.

And if you need help building it all out? That’s what hlprotools.com is for. We make this stuff plug-and-play.

Cool Free Thing

Before you can help businesses with your service, you need to build trust.

And the fastest way to do that? ⭐️ Testimonials.

In the spirit of free stuff… I want to give you my team’s Testimonial Workflow.

It makes gathering, editing, and organizing testimonials stupid simple.

👉 Grab the free walkthrough here

Want More Done-For-You HighLevel Tools?

Whether you’re scaling SaaS or just trying not to break stuff, I’ve got the workflows, snapshots, and backend tech to help.

👉 Visit hlprotools.com and let’s make your HighLevel life easier.

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®.