Understanding Opportunities in HighLevel

Opportunities in HighLevel represent potential sales or deals at various stages of the sales pipeline.

They encapsulate leads or prospects showing interest in products/services, ripe for conversion into paying customers.

Pipeline Integration

• Opportunities are managed within pipelines which in turn are series of consecutive stages.
• Customizable pipelines align with unique sales processes and business goals.

Learn more about pipelines here

Stage Progression

• Opportunities advance through pipeline stages, signifying their position in the sales cycle.
• Stages typically include "Prospecting," "Qualification," "Proposal," and "Negotiation" 

Opportunity Status

• "Open", "Won", "Lost" and "Abandoned" are opportunity status which are present by default.
• An opportunity can be in one of the four statuses and we can use these to prepare filters for the same.

Data Management 

• Robust data management within opportunities tracks opportunity source, contact details, opportunity value, and notes.
• Users can also streamline communication and task assignment under Opportunity - linked contacts, enhancing workflow efficiency and timely engagement.