{"slug":"sop-274-setting-up-pipelines-in-gohighlevel","title":"Setting Up Pipelines in GoHighLevel","tags":["source:clickminded","type:sop","server:clickminded-sop","setting","pipelines","gohighlevel"],"agent_summary":"SOP 274: Setting Up Pipelines in GoHighLevel Create a GoHighLevel pipeline with custom stages, optionally replicate it across sub-accounts, and set basic team-level visibility. This establishes the st","trigger_phrases":["setting up pipelines in gohighlevel","how to setting up pipelines in gohighlevel"],"runnable":false,"markdown":"\r\nSOP 274: Setting Up Pipelines in GoHighLevel\r\n\r\nCreate a GoHighLevel pipeline with custom stages, optionally replicate it across sub-accounts, and set basic team-level visibility. This establishes the structure needed for future opportunity workflows.\r\n\r\n__Last Updated / Reviewed:__ 11/13/2025\r\n\r\n__Execution Time:__ 10–20 minutes per sub-account (plus 5 minutes per team)\r\n\r\n__🚀 Goal:__ Create a new pipeline with custom stages in the correct sub-account(s) and configure basic team-level access.\r\n\r\n__🤞 Ideal Outcome:__ Each target sub-account has a selectable pipeline with Lead → Discovery Call → Proposal Sent → Closed Won/Lost, and team users see only their items if restricted.\r\n\r\n__🤔 Why this is important:__ To give each sub-account/team a clean sales view and prepare the CRM for downstream opportunity management and automations.\r\n\r\n__🧐 Where this is done__ GoHighLevel.\r\n\r\n__🗓️ When this is done:__ During client onboarding or when adding a new team/sales motion, before adding opportunities or automations.\r\n\r\n__👨 Who does this:__ CRM admin or operations with admin access.\r\n\r\n__⚠️Prerequisites or requirements: __You need agency admin or sub-account admin access to the target sub-account(s).\r\n\r\nRefer to the SOP 276: GoHighLevel CRM Foundations ([web version](https://members.clickminded.com/sop/276/)) to confirm pipelines, stages, and custom fields are aligned with your CRM structure.\r\n\r\n[__Click here to get the most up-to-date version of this SOP__](https://members.clickminded.com/sop/274)\r\n\r\n## Create pipeline and define stages\r\n\r\nSet up a clean sales pipeline inside the right sub-account. This ensures every team works the same way and uses GoHighLevel’s built-in \"Closed Won/Lost\" stages, avoiding duplicates and keeping the flow simple.\r\n\r\n### 01▸ In the target sub-account, go to \"Opportunities\" → \"Pipelines\". Click \"+ Create Pipeline\".\r\n\r\n### 02▸ Enter a unique name (e.g., \"Sales — Main\"). Leave the default stages there as is and update it to \"Lead\", \"Discovery Call\", \"Proposal Sent\", \"Closed Won\" and \"Closed Lost\". \"Click \"+Add stage\" to add a stage then \"Create\".\r\n\r\n Go back to your list of stages and make sure you see both \"Closed Won\" and \"Closed Lost\" listed a single time each. Drag or use arrows to reorder the stages, then save your pipeline. After creating, open the pipeline view and confirm the stage order shows Lead → Discovery Call → Proposal Sent → Closed Won → Closed Lost.\r\n\r\n## Configure basic user permissions\r\n\r\nSet up team access in GoHighLevel so people only see the opportunities they should. This keeps reps focused on their own pipeline while giving managers the full view they need.\r\n\r\n### 01▸ Go to \"Settings\" → \"My Staff\". Click \"Add User\".\r\n\r\n You should see the breadcrumb and label match the current UI.\r\n\r\n### 02▸ Once user info is added, go to \"Roles & Permission\", check \"Restrict data visibility to only assigned data\" only.\r\n\r\n### 03▸ Depending on business needs, scroll down to \"Opportunities\", check or uncheck opportunities management method(s) and click \"Save\".\r\n\r\n\r\n## Verify pipeline selection and visibility\r\n\r\n### 01▸ Go to \"Opportunities\" and check stage order. You should see the stages in this order: Lead → Discovery Call → Proposal Sent → Closed Won → Closed Lost.\r\n\r\n### 02▸ Have a rep with \"Restrict data visibility to only assigned data\" log in and open \"Opportunities\".\r\n\r\nThat rep should see only their own opportunities, not anyone else’s.\r\n\r\n## [Optional] Additional pipelines (teams and other sub-accounts)\r\n\r\nUse this milestone when you need separate pipelines for different sales teams or when rolling out the same setup across multiple client sub-accounts. This provides each group with a clear view of their opportunities, free from cross-team noise, while maintaining consistent stage names and order throughout.\r\n\r\n### 01▸ In this sub-account, create a team-specific pipeline (e.g., \"Sales — East Team\") using the same stages and order.\r\n\r\n### 02▸ Repeat for each additional team (e.g., \"Sales — West Team\").\r\n\r\n### 03▸ To replicate across sub-accounts: open the next sub-account and go to \"Opportunities\" → \"Pipelines\".\r\n\r\n### 04▸ Create the same pipeline and stages; verify Won/Lost defaults after each build.\r\n\r\nAfter saving, check the stages list and confirm you see \"Closed Won\" and \"Closed Lost\" once each, without duplicates, at the end of your active stages.","html":"<p>SOP 274: Setting Up Pipelines in GoHighLevel</p>\n<p>Create a GoHighLevel pipeline with custom stages, optionally replicate it across sub-accounts, and set basic team-level visibility. This establishes the structure needed for future opportunity workflows.</p>\n<p><strong>Last Updated / Reviewed:</strong> 11/13/2025</p>\n<p><strong>Execution Time:</strong> 10–20 minutes per sub-account (plus 5 minutes per team)</p>\n<p><strong>🚀 Goal:</strong> Create a new pipeline with custom stages in the correct sub-account(s) and configure basic team-level access.</p>\n<p><strong>🤞 Ideal Outcome:</strong> Each target sub-account has a selectable pipeline with Lead → Discovery Call → Proposal Sent → Closed Won/Lost, and team users see only their items if restricted.</p>\n<p><strong>🤔 Why this is important:</strong> To give each sub-account/team a clean sales view and prepare the CRM for downstream opportunity management and automations.</p>\n<p><strong>🧐 Where this is done</strong> GoHighLevel.</p>\n<p><strong>🗓️ When this is done:</strong> During client onboarding or when adding a new team/sales motion, before adding opportunities or automations.</p>\n<p><strong>👨 Who does this:</strong> CRM admin or operations with admin access.</p>\n<p>__⚠️Prerequisites or requirements: __You need agency admin or sub-account admin access to the target sub-account(s).</p>\n<p>Refer to the SOP 276: GoHighLevel CRM Foundations (<a href=\"https://members.clickminded.com/sop/276/\">web version</a>) to confirm pipelines, stages, and custom fields are aligned with your CRM structure.</p>\n<p><a href=\"https://members.clickminded.com/sop/274\"><strong>Click here to get the most up-to-date version of this SOP</strong></a></p>\n<h2>Create pipeline and define stages</h2>\n<p>Set up a clean sales pipeline inside the right sub-account. This ensures every team works the same way and uses GoHighLevel’s built-in \"Closed Won/Lost\" stages, avoiding duplicates and keeping the flow simple.</p>\n<h3>01▸ In the target sub-account, go to \"Opportunities\" → \"Pipelines\". Click \"+ Create Pipeline\".</h3>\n<h3>02▸ Enter a unique name (e.g., \"Sales — Main\"). Leave the default stages there as is and update it to \"Lead\", \"Discovery Call\", \"Proposal Sent\", \"Closed Won\" and \"Closed Lost\". \"Click \"+Add stage\" to add a stage then \"Create\".</h3>\n<p>Go back to your list of stages and make sure you see both \"Closed Won\" and \"Closed Lost\" listed a single time each. Drag or use arrows to reorder the stages, then save your pipeline. After creating, open the pipeline view and confirm the stage order shows Lead → Discovery Call → Proposal Sent → Closed Won → Closed Lost.</p>\n<h2>Configure basic user permissions</h2>\n<p>Set up team access in GoHighLevel so people only see the opportunities they should. This keeps reps focused on their own pipeline while giving managers the full view they need.</p>\n<h3>01▸ Go to \"Settings\" → \"My Staff\". Click \"Add User\".</h3>\n<p>You should see the breadcrumb and label match the current UI.</p>\n<h3>02▸ Once user info is added, go to \"Roles &#x26; Permission\", check \"Restrict data visibility to only assigned data\" only.</h3>\n<h3>03▸ Depending on business needs, scroll down to \"Opportunities\", check or uncheck opportunities management method(s) and click \"Save\".</h3>\n<h2>Verify pipeline selection and visibility</h2>\n<h3>01▸ Go to \"Opportunities\" and check stage order. You should see the stages in this order: Lead → Discovery Call → Proposal Sent → Closed Won → Closed Lost.</h3>\n<h3>02▸ Have a rep with \"Restrict data visibility to only assigned data\" log in and open \"Opportunities\".</h3>\n<p>That rep should see only their own opportunities, not anyone else’s.</p>\n<h2>[Optional] Additional pipelines (teams and other sub-accounts)</h2>\n<p>Use this milestone when you need separate pipelines for different sales teams or when rolling out the same setup across multiple client sub-accounts. This provides each group with a clear view of their opportunities, free from cross-team noise, while maintaining consistent stage names and order throughout.</p>\n<h3>01▸ In this sub-account, create a team-specific pipeline (e.g., \"Sales — East Team\") using the same stages and order.</h3>\n<h3>02▸ Repeat for each additional team (e.g., \"Sales — West Team\").</h3>\n<h3>03▸ To replicate across sub-accounts: open the next sub-account and go to \"Opportunities\" → \"Pipelines\".</h3>\n<h3>04▸ Create the same pipeline and stages; verify Won/Lost defaults after each build.</h3>\n<p>After saving, check the stages list and confirm you see \"Closed Won\" and \"Closed Lost\" once each, without duplicates, at the end of your active stages.</p>\n"}