Source

Pipeline & forecasting — found from sitemap — HighLevel

Checked for HighLevel on 3 Nov 2026

Page: https://help.gohighlevel.com/support/solutions/articles/155000005062-getting-started-setup-pipelines-and-opportunities
Checked: 3 Nov 2026, 15:07 UTC
How we may use it: Public page, crawling permitted

Technical details

type: page
http status: 200
content hash: sha256:bf16923491f5448d6fc6741fb1b6c15779fca49391af791f203633a4323188d9
permission: robots_ok
screenshot: Screenshot on file (internal exhibit, not published)

Cited by

Pipelines overview Report an error

“Pipelines and opportunities help you organize your sales process and track potential deals from the first interaction through completion.”
Opportunity creation methods Report an error

“You can create opportunities manually, import them in bulk, or automatically create and update them using workflows.”
CSV import available Report an error

“CSV Import Migrating or bulk-adding existing opportunities.”
Workflow triggers Report an error

“Customer Booked Appointment Auto-add prospects to “Consult Scheduled” when they book a call.”
Pipeline structure Report an error

“Contact → Opportunity → Pipeline → Stage”
Custom stages Report an error

“Your pipeline stages should reflect the actual steps in your sales process. The examples used in this article are suggestions only and can be customized based on your business.”
Opportunity move setting Report an error

“toggle Allow Opportunity to Move if you want the record to update when re-entered later.”