How to Create Your First Sales Pipeline in GoHighLevel (Step-by-Step Guide)

A sales pipeline is the heartbeat of your business. Without one, leads fall through the cracks, follow-ups get missed, and opportunities are lost.

How to Create Your First Sales Pipeline in GoHighLevel (Step-by-Step Guide)

If you’re new to GoHighLevel (GHL), building your pipeline is one of the first things you should do to start managing contacts, tracking deals, and automating your sales process.

In this detailed guide, I’ll show you how to create a powerful pipeline in GoHighLevel, even if you’re just getting started.

 

What Is a Sales Pipeline in GoHighLevel?

A pipeline in GHL is a visual board that helps you track where leads are in your sales process. Each stage (or column) represents a step in your funnel, from cold prospect to paid client.

You can move contacts between stages manually or automatically through workflows. This not only keeps you organized but also helps you see exactly where your revenue is coming from.

 

Whether you run a coaching program, agency, or service business, a well-built pipeline will help you:

  • Prioritize hot leads

  • Follow up at the right time

  • Forecast revenue

  • Stay organized and focused

Step 1: Accessing Your Pipelines in GHL
  1. Log into your GoHighLevel account

  2. From the left-hand sidebar, go to Opportunities

  3. Click on the Pipelines tab at the top

  4. Click the + New Pipeline button to get started

Step 2: Set Up Your Pipeline Stages Give your pipeline a name that reflects your sales process (e.g., Discovery Call Funnel, Course Leads, VA Clients, etc.). Then, define your stages. Here’s a simple example:
  • New Lead

  • Discovery Call Booked

  • Call Completed

  • Proposal Sent

  • Payment Received

You can name your stages anything that matches your process. Drag-and-drop to reorder them based on your actual workflow.

 

💡 Pro Tip: Use a separate pipeline for different services or offers.

 
Step 3: Add Automation to Your Pipeline This is where GHL shines.

You can build workflows that automatically:

  • Move leads to the next stage after a form is submitted

  • Trigger a follow-up email when a deal hits “Proposal Sent”

  • Create tasks for your team when a deal reaches “Call Completed”

  • Notify you via email or SMS when a hot lead comes in

Setting this up involves:

  1. Go to Automations > Create Workflow

  2. Choose trigger: “Stage Changed in Pipeline”

  3. Add actions like email, SMS, or task creation

Step 4: Start Using It Daily Now that your pipeline is live, it becomes your command center. Use it daily to:
  • Drag leads into new stages as they progress

  • See who needs follow-up

  • Track deals in progress

  • Focus on high-priority opportunities

You can also filter opportunities by pipeline, value, or stage for a clear picture of what’s happening across your business.

 
Tips for a High-Converting Sales Pipeline
✅ Keep stages clear and actionable (not vague like “In Progress”)
✅ Tie each stage to a real action or outcome
✅ Review your pipeline daily or weekly
✅ Don’t overload it,keep it simple and effective
✅ Combine with automation for next-level results
 
A sales pipeline isn’t just a place to store leads,it’s where revenue lives. When set up properly in GoHighLevel, your pipeline gives you clarity, control, and confidence in your sales process.
 

And the best part? You don’t need a big team to manage it. With automations in place, your pipeline works 24/7,so you never miss a lead.

 

Need help setting one up for your business? Let’s build it together.
📌 [Send a message here]
Don’t have a gohighlevel account? [Sign up here]

About the Author

Emmanuel Adebayo Balogun

I help coaches, businesses & agencies build high-converting GoHighLevel funnels, smart automations, and WordPress websites that scale. From CRM setup to stunning site design—I’ve got you covered. Let’s launch, automate & grow your brand online.

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