The conveyor belt: your pipeline

Result

You have a pipeline with your business's five stations and three opportunities moving along it.

Estimated time

50 minutes

Cost

US$ 0.

Analogy

Step-by-step guide

Menu paths are shown as they appear in the English interface, with the Spanish name in parentheses for teams that work in Spanish. Everything happens inside your sub-account, with the test contacts from mission 6. Heads-up for Spanish-speaking teams: the Spanish interface shows Opportunities as «Clientes Potenciales» (a mistranslation that suggests contacts) and its Pipelines tab as «Secuencia».

1. 01

   Sketch your business's stations

   Write down the real steps a client goes through from her first question until you serve her. Keep five.

   For the practice account: "New inquiry," "Price sent," "Appointment booked," "Deposit paid" and "Service done."

   Each name says what happened, not a number. "Stage 2" means nothing to anyone on your team.

   Key points

   • You don't add won and lost yourself: HighLevel puts them in automatically, and they mark how the opportunity ended. If you add them as stages, you use up two of your five and duplicate what already exists.
   • HighLevel recommends a few action-oriented stages. Too many reduce clarity.

   Source: F1, F2, F3, F5

2. 02

   Create the pipeline

   Opportunities → Pipelines → + Create pipelineCopy path

   In a Spanish-language account: Clientes Potenciales → Secuencia → (botón para crear un pipeline)

   Open Opportunities and go to the Pipelines tab. The module's tabs are Opportunities, Forecast, Pipelines and Bulk Actions.

   Choose + Create pipeline. The same list, with the same button, is also under Settings → Opportunities & Pipelines → Pipelines.

   Name: "Pipeline" plus your evidence code, for example "Pipeline AX-7K2Q." Once your evidence is approved, you can rename it.

   Add your five stages with + Add stage, in order. If one ends up out of place, drag it by its handle (⠿) into place.

   Save the pipeline if the editor asks you to.

   Key points

   • The sub-account comes with a sample pipeline, "Marketing Pipeline," holding two "(Example) …" opportunities. Don't build on it or use it in your evidence.
   • The editor shows no "Won" or "Lost" stage or column: HighLevel handles them as opportunity statuses.
   • Pipeline and stage names have to be unique.

   Source: F1, F2, F10

3. 03

   Put three cards on the belt

   Opportunities → (your pipeline) → + Add opportunityCopy path

   In a Spanish-language account: Clientes Potenciales → (tu pipeline) → Añadir oportunidad

   With your pipeline selected at the top, choose + Add opportunity. Add new opportunity opens.

   Two fields are required: Primary contact name and Opportunity name.

   Under Primary contact name, pick one of your test clients, like "Ana Test AX-7K2Q." Use a different one for each opportunity.

   Under Opportunity name, enter the service and the client, as in Lashes · Ana. Pick the stage under Stage, leave Status at Open and enter the estimated service value under Value, like 120 (dollars, in the practice account).

   Repeat with two more clients. Spread the three across at least two stages: Ana in "New inquiry," Beth in "Price sent" and Carla in "Appointment booked," for example.

   Key points

   • An opportunity is a potential sale with a contact. The contact is the person; the opportunity is what you might sell her.
   • Each stage header shows how many opportunities it holds and their total value, as in "1 opportunities $4,549.00." That's why the value is worth entering.
   • Two opportunities for the same contact in the same pipeline depend on a sub-account setting, which comes turned off. With three different clients you don't need it.

   Source: F1, F4, F8

4. 04

   Move a card

   Opportunities → (your pipeline) → drag the cardCopy path

   In a Spanish-language account: Clientes Potenciales → (tu pipeline) → arrastrar la tarjeta

   Beth just booked: drag her card from "Price sent" to the "Appointment booked" column.

   Look at the whole board: each column is a station, and you can see at a glance how many cards sit in each.

   While you drag, the statuses appear at the bottom: won, lost or abandoned. Don't mark any today: the board shows only open ones, and your evidence needs all three in view.

   Before the screenshot, zoom out in your browser (Ctrl and −; on a Mac, Cmd and −) until you can see all five columns and the pipeline name.

   Key points

   • Won: it became a sale. Lost: it ended without a sale, and you can note the reason. Abandoned: it was left behind. Closing cards properly keeps the belt clean.
   • When you close one, it leaves the board because the filter shows open ones. It wasn't deleted: change the status filter to see it.

   Source: F4, F5, F6, F7

   1New inquiry1 opportunities · $120.00

   Lashes · Ana

   2Price sent0 opportunities · $0.00

   3Appointment booked2 opportunities · $240.00

   Lashes · Beth

   Lashes · Carla

   4Deposit paid0 opportunities · $0.00

   5Service done0 opportunities · $0.00

   Statuses, apart from the stages

   Won

   Lost

   Abandoned

   Opportunities → (your pipeline)

5. 05

   What you don't do yet

   Don't connect the pipeline to a workflow yet. In mission 11, the form will create the opportunity on its own.

   Don't delete the pipeline to start over: it takes its stages and opportunities with it. If a stage is wrong, edit it.

   Key points

   • An admin can restore a deleted pipeline within 60 days. Editing is faster and risks nothing.

   Source: F9, F11

Interactive

Lupe's card

This interactive is used inside your AXIS account.

If it breaks

The mistakes that repeat most, and the way out.