Quick start
- Navigate to your Sub-account settings and click on Labs. Toggle on the updated Pipelines experience.
- Go to Opportunities and click on Pipelines.
- You will now see the new Pipeline List View. This displays all pipelines in your sub-account, the number of stages in each, and when they were last updated, giving you an instant bird’s-eye view of your sales infrastructure.
Follow the detailed steps below to complete the setup.
You just launched a massive lead generation campaign for your agency. A hundred fresh, high-intent leads hit your inbox. You are pumped. It feels like this is the month you finally hit your revenue goals. But then Monday morning rolls around, and the chaos begins.
Your sales team is running off a messy Google Sheet and a stack of sticky notes. Reps are double-calling some prospects while completely forgetting to follow up with others. A hot lead asks for a proposal, but because they aren’t tracked visually, that proposal gets lost in the shuffle. You are bleeding revenue simply because you cannot see where your deals are at.
You cannot scale an agency if your sales process is invisible. HighLevel’s updated Pipelines feature fixes this instantly. You can visually track every single opportunity, map out your exact sales stages, and spot bottlenecks before they cost you money. Let us build your ultimate revenue machine.
Part 1: Enable the New Pipeline View
Ready to streamline this? Here is exactly how to do it in 60 seconds:
HighLevel recently upgraded the pipelines experience with a cleaner, faster design. Let us turn it on.
- Navigate to your Sub-account settings and click on Labs. Toggle on the updated Pipelines experience.
- Go to Opportunities and click on Pipelines.
- You will now see the new Pipeline List View. This displays all pipelines in your sub-account, the number of stages in each, and when they were last updated, giving you an instant bird’s-eye view of your sales infrastructure.
Part 2: Map Your Perfect Stages
A pipeline is only as good as its stages. Keep them simple, clear, and action-oriented.
- From the Pipelines menu, click the edit icon on the pipeline you want to modify.
- Here, you can rename stages, reorder them, or add new ones.
- Name your stages based on specific actions (e.g., “Lead Capture,” “Discovery Call Booked,” “Proposal Sent,” “Closing”). Your reps should know exactly what needs to happen to move a card from left to right.
Part 3: Safely Delete Outdated Stages
Workflows evolve. When it is time to clean up your pipeline, you never have to worry about deleting a stage and losing all the deals inside it.
- Open the pipeline you want to edit.
- Click the delete icon next to the outdated stage.
- A prompt will appear asking where you want to route the active deals. Select a destination stage to move all existing opportunities.
- Confirm the deletion. All opportunities from the deleted stage are automatically transferred to the new stage, keeping your pipeline perfectly clean without dropping a single lead.
Part 4: Automate and Optimize
Visual pipelines are just the beginning. Now we make them work for you.
- Use pipeline-based automations to trigger actions based on stage changes. For example, automatically send an SMS reminder when a deal is dragged into the “Appointment Scheduled” stage.
- Review your pipeline reporting regularly. Look for bottlenecks. If deals are piling up in the “Proposal” stage but never closing, you know exactly where your sales process is breaking down.
Visualizing your sales process ensures your team knows exactly what to do next and guarantees no prospect gets left behind.
Frequently Asked Questions
How do I enable the New Pipeline View?
Ready to streamline this? Here is exactly how to do it in 60 seconds: HighLevel recently upgraded the pipelines experience with a cleaner, faster design. Let us turn it on. Navigate to your Sub-account settings and click on Labs. Toggle on the updated Pipelines experience. Go to Opportunities and click on Pipelines. You will now see the new Pipeline List View. This displays all pipelines in your sub-account, the number of stages in each, and when they were last updated, giving you an instant bird’s-eye view of your sales infrastructure.
What should I know about map Your Perfect Stages?
A pipeline is only as good as its stages. Keep them simple, clear, and action-oriented. From the Pipelines menu, click the edit icon on the pipeline you want to modify. Here, you can rename stages, reorder them, or add new ones. Name your stages based on specific actions (e.g., “Lead Capture,” “Discovery Call Booked,” “Proposal Sent,” “Closing”). Your reps should know exactly what needs to happen to move a card from left to right.
What should I know about safely Delete Outdated Stages?
Workflows evolve. When it is time to clean up your pipeline, you never have to worry about deleting a stage and losing all the deals inside it. Open the pipeline you want to edit. Click the delete icon next to the outdated stage. A prompt will appear asking where you want to route the active deals. Select a destination stage to move all existing opportunities. Confirm the deletion. All opportunities from the deleted stage are automatically transferred to the new stage, keeping your pipeline perfectly clean without dropping a single lead.