GoHighLevel Opportunity Management Workshop | Build Pipelines That Convert

Learn how to build and automate HighLevel sales pipelines to track leads, manage opportunities, and improve conversion rates. In this practical MarketerM8 workshop, we show you how to create CRM pipelines that match your sales process, automate follow-up tasks, and gain better visibility over your deals and forecasting.

This workshop covers pipeline stages, opportunity management, workflow automation, lead tracking, notifications, and reporting inside GoHighLevel. Whether you are a business owner, agency, or sales team, this session will help you streamline your CRM system and close more deals with less manual admin.

If you want to see how MarketerM8 can work for your business, you can sign up for a 30-day FREE trial:
👉 https://www.marketerm8.com/request-30-day-free-trial

🔍 What You’ll Learn:

How to structure HighLevel sales pipelines
Managing leads and opportunities effectively
Automating follow-up and task reminders
Improving sales visibility and forecasting
Using CRM automation to increase conversions
Best practices for pipeline management in GoHighLevel

Who This Workshop Is For:
Digital marketers, agency owners, sales teams, CRM managers, consultants, and HighLevel users are looking to improve lead management and sales automation.

Chapters:
0:00 - Introduction to the HighLevel Sales Pipelines & Opportunities Workshop
0:54 - How Julian Mills uses GoHighLevel pipelines
16:18 - How to create a sales pipeline in HighLevel
19:08 - How to create opportunity custom fields
21:59 - How to manage your open, won and lost opportunities in GHL
27:32 - How to manage an opportunity from the contact record in HighLevel
31:00 - How to manage stale opportunities in GoHighLevel using the automations
34:56 - How to email leads, triggered by moving to a new pipeline stage
47:27 - How to populate a Google Sheet using the automations in GHL
52:08 - How to avoid creating duplicate opportunities in HighLevel
01:00:17 - How to update contact/opportunity custom fields by using the automations in GoHighLevel
01:03:30 - How to customise the opportunity cards in GHL
01:04:49 - What are smart tags in opportunities and how to create them in HighLevel
01:08:22 - General discussion with the workshop attendees, scan the QR Code to book onto the next workshop or to book a discovery call with us.

👉 Register for the workshop here:
https://page.marketerm8.co.uk/4-booking-page-sales-pipelines-and-opportunities

📦 Resources & Links:
🌐 Marketer-M8 Website: https://www.marketerm8.com
📅 Book a Discovery Call: https://www.marketerm8.com/book-a-call
🎓 Workshop Menu: https://page.marketerm8.co.uk/mm8-workshops-menu-page-2227
📘 Julian Mills Website: https://www.julianmills.co.uk
💡 Julian Mills Knowledge Centre: https://www.julianmills.co.uk/category/hints-tips-hacks/
🌐 Official GoHighLevel Website: https://www.gohighlevel.com/ematch-homepage?fp_ref=ematch&fp_sid=en-vip-us-home

🔗 Connect on Social Media:
👉 Marketer-M8
LinkedIn: https://www.linkedin.com/company/marketerm8/posts/?feedView=all
Facebook: https://www.facebook.com/profile.php?id=61576804573054

👉 Julian Mills
LinkedIn: https://www.linkedin.com/in/julianrmills/

👉 Atticus Mills
LinkedIn: https://www.linkedin.com/in/atticus-mills-305b80238/

👉 GoHighLevel
Facebook: https://www.facebook.com/highlevelreviews
LinkedIn: https://www.linkedin.com/company/gohighlevel-ca/

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📢 Share this workshop with your team or anyone levelling up their CRM game.

#GoHighLevel #SalesPipeline #CRMWorkshop #MarketerM8 #MarketingAutomation #HighLevelTutorial #SalesAutomation #CRMManagement

Видео GoHighLevel Opportunity Management Workshop | Build Pipelines That Convert канала Marketer-M8