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.

In This Article

Key Concepts:

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" 

Learn more about creating pipelines here

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.

Learn more about Opportunity Statuses here

Understanding Opportunity Statuses:

  1. Open:

    • Opportunities with the "Open" status are actively being pursued and are still in progress.

    • These opportunities represent potential deals that have not yet been won, lost, or abandoned and are still viable for conversion.

  2. Won:

    • The "Won" status indicates that the opportunity has been successfully converted into a sale or deal.
    • This status is applied when the lead has made a purchase or signed a contract, resulting in revenue generation for the business.

  3. Lost:

    • Opportunities with the "Lost" status represent deals that have been unsuccessfully concluded.
    • This status is applied when the lead decides not to move forward with the purchase or chooses a competitor's offering.

  4. Abandoned:

    • The "Abandoned" status indicates that the opportunity has been neglected or disregarded, either by the lead or by the sales team.
    • This status is applied when there is no further action or follow-up planned for the opportunity, and it is effectively removed from active consideration.

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.

Other Useful Links

Creating Opportunities

Creating Pipelines 

Utilizing Automation