Quick start
- Go to your Sub-account dashboard and click on Labs.
- Toggle on the updated Pipelines experience to enable the new interface.
- Navigate to Opportunities on your main menu.
Follow the detailed steps below to complete the setup.
Imagine this. You just filled your agency calendar with thirty highly qualified discovery calls. Your lead generation campaigns are firing on all cylinders. You are ready to close a record-breaking amount of new business this month.
A week later, you have absolutely no idea who got a proposal and who is still waiting for a follow-up. Your deals are scattered across notebooks and spreadsheets. To make matters worse, a new sales rep accidentally deletes an old tracking column and fifty opportunities vanish into thin air. You are staring at a blank screen while your competitors close your warm leads.
You cannot scale an agency if your sales process is a messy guessing game. HighLevel fixes this instantly. You can visually manage every single opportunity, update stages safely, and transfer deals automatically without ever losing a lead. Let us build a bulletproof visual pipeline right now.
Ready to streamline this? Here is exactly how to do it in 60 seconds:
Part 1: Access the New Pipeline Experience
First, we need to turn on the latest HighRise design system for a cleaner and faster workspace.
- Go to your Sub-account dashboard and click on Labs.
- Toggle on the updated Pipelines experience to enable the new interface.
- Navigate to Opportunities on your main menu.
- Click on Pipelines to view all of your active workflows and see exactly how many stages each one contains.
Part 2: Edit Your Pipeline Stages
Now let us customize the workflow to match your exact sales process.
- Open the specific pipeline you want to edit from your list view.
- From this screen, you can easily rename stages or drag and drop them to reorder your workflow.
- Click to add new stages or adjust your reporting visibility settings.
- Keep your stages action-oriented like “Appointment Scheduled” or “Proposal Sent” so your team knows exactly what needs to happen next.
Part 3: Safely Delete and Reassign Stages
Sometimes your sales process evolves and you need to clean up old stages without losing your active deals.
- Click the delete icon next to the specific stage you want to remove.
- A prompt will appear asking you where to send your active deals.
- Select a destination stage from the dropdown menu to move all of your existing opportunities safely.
- Confirm the deletion. All opportunities from the deleted stage are automatically transferred to the new stage so you never lose a single lead.
Visually managing your pipelines ensures your team knows exactly where every dollar sits and what actions to take next.
Frequently Asked Questions
How do I access the New Pipeline Experience?
First, we need to turn on the latest HighRise design system for a cleaner and faster workspace. Go to your Sub-account dashboard and click on Labs. Toggle on the updated Pipelines experience to enable the new interface. Navigate to Opportunities on your main menu. Click on Pipelines to view all of your active workflows and see exactly how many stages each one contains.
How do I edit my Pipeline Stages?
Now let us customize the workflow to match your exact sales process. Open the specific pipeline you want to edit from your list view. From this screen, you can easily rename stages or drag and drop them to reorder your workflow. Click to add new stages or adjust your reporting visibility settings. Keep your stages action-oriented like “Appointment Scheduled” or “Proposal Sent” so your team knows exactly what needs to happen next.
What should I know about safely Delete and Reassign Stages?
Sometimes your sales process evolves and you need to clean up old stages without losing your active deals. Click the delete icon next to the specific stage you want to remove. A prompt will appear asking you where to send your active deals. Select a destination stage from the dropdown menu to move all of your existing opportunities safely. Confirm the deletion. All opportunities from the deleted stage are automatically transferred to the new stage so you never lose a single lead. Visually managing your pipelines ensures your team knows exactly where every dollar sits and what actions to take next.