How to Build Custom Sales Pipelines in HighLevel

You just launched a killer lead generation campaign. The inbox is blowing up with notifications. Your team is excited, and it feels like you are finally about to smash your monthly revenue goals. But two weeks later, you look at your Stripe account and realize almost none of those leads actually closed. What happened?

You ask your sales team. One rep says they forgot to follow up. Another says they sent a proposal but lost track of it in their messy email inbox. You have hot leads scattered across spreadsheets, legal pads, and random Slack messages. You are bleeding cash because your sales process is completely invisible.

You cannot scale an agency if you do not know exactly where every prospect is in their buying journey. HighLevel fixes this instantly with visual Pipelines. You can map out your exact sales stages, track every deal in real-time, and spot bottlenecks before they cost you money. Let us build your ultimate revenue machine right now.

Ready to streamline this? Here is exactly how to do it in 60 seconds:

Part 1: Access Your Pipeline Settings

Before we build the track, let us get into the control room. (Pro tip: Make sure you have the updated HighRise design turned on in your Labs settings for a faster, cleaner experience!)

1. Go to your Sub-account.
2. Click on Opportunities from the left-hand sidebar.
3. Select Pipelines from the top navigation menu.

Part 2: Create a New Pipeline

Let us give your deals a home.

1. Click Create new pipeline in the top-right corner of the screen.
2. Enter a highly descriptive Pipeline Name (e.g., “High-Ticket SaaS Sales”). Note: Pipeline names must be completely unique within your sub-account.
3. Click Save.

Part 3: Add and Manage Your Sales Stages

Your pipeline is only as good as the milestones inside of it. Keep them action-oriented.

1. Enter a Stage Name for the first step of your customer journey (like “Lead Captured”).
2. Click Add stage to create additional stages and map out your full workflow.
3. Reorder your stages at any time using the up and down arrows. (Note: You do not need to manually create Won or Lost stages—the system automatically builds those for you!)

Part 4: Color-Code and Safely Delete Stages

Let us make your board visually pop so your reps can process data instantly.

1. Go to the Stages tab and assign a specific color to each stage.
2. Choose how you want these colors to appear: Default (no color), a Colored dot, or a full Background tint. These visual cues will reflect across your Kanban boards, List views, and Contact details.
3. Need to clean up your workflow later? Click the delete icon (trash can) next to a stage. The system will safely ask you to select a destination stage to move all your existing opportunities over, ensuring you never accidentally delete an active deal.

Part 5: Configure Dashboard Visibility

Keep your executive dashboards clean by only feeding them the data you actually care about.

1. Use the funnel and pie chart icons next to your pipeline or individual stages to control reporting visibility.
2. Enable or disable these toggles to determine exactly how your pipeline data appears in your high-level opportunity dashboards.

Mapping out clear, color-coded pipelines ensures your sales team knows exactly who to follow up with and guarantees no revenue slips through the cracks.

Frequently Asked Questions

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