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How to utilize Pipelines and Opportunities

April 23, 20241 min read

One of the most under utilized features of High Level is the Opportunities and Pipelines within High Level. Think of this as a dashboard of all of your contacts that are in your workflow.

The best part is, you can create automations based on moving these cards from stage to stage. This is especially helpful if you use it in your onboarding and support processes!

Today, I am going to walk you through Pipeline and Opportunities. I am also going to show you how I use them in my own business.

If you are not a member of our program, you can create a free trial of High Level and get access to our reseller program for free at https://myvisionagency.com

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Bridget Bartlett

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