Podcast
Questions and Answers
Where can you find the pipelines in GoHighLevel?
Where can you find the pipelines in GoHighLevel?
- In the Opportunities section and in the Settings tab (correct)
- In the Opportunities section of the left hand side menu
- In the Pipeline Dashboard
- In the Settings tab
What do pipelines provide a visual representation of?
What do pipelines provide a visual representation of?
- The sales process
- The stages of a lead (correct)
- The sales workflow
- The opportunities in a sub-account
What does the delete icon next to a pipeline allow you to do?
What does the delete icon next to a pipeline allow you to do?
- Delete the pipeline dashboard
- Delete the pipeline and all opportunities inside it (correct)
- Delete all opportunities inside the pipeline
- Delete the pipeline template
What does clicking on the pencil icon next to a pipeline allow you to do?
What does clicking on the pencil icon next to a pipeline allow you to do?
How do you create a new pipeline in GoHighLevel?
How do you create a new pipeline in GoHighLevel?
Which button allows you to permanently delete a stage in the pipeline?
Which button allows you to permanently delete a stage in the pipeline?
What happens when you delete a stage in the pipeline?
What happens when you delete a stage in the pipeline?
What do the action buttons in front of each stage do?
What do the action buttons in front of each stage do?
What does the 'Cancel' button do when deleting a stage?
What does the 'Cancel' button do when deleting a stage?
What happens when you connect the pipeline to a workflow?
What happens when you connect the pipeline to a workflow?
Which menu in the Opportunities dashboard provides additional filtering and sorting options?
Which menu in the Opportunities dashboard provides additional filtering and sorting options?
Where can you find the Opportunities tab in GoHighLevel?
Where can you find the Opportunities tab in GoHighLevel?
What is an opportunity in GoHighLevel?
What is an opportunity in GoHighLevel?
Which filter allows you to view opportunities associated with a specific campaign?
Which filter allows you to view opportunities associated with a specific campaign?
What happens when you click on the arrows next to the 'deal value' option under the sorting option?
What happens when you click on the arrows next to the 'deal value' option under the sorting option?
What does the 'Plus Opportunity' button allow you to do?
What does the 'Plus Opportunity' button allow you to do?
Which button allows you to move an opportunity to a different stage in the pipeline?
Which button allows you to move an opportunity to a different stage in the pipeline?
What does the 'Status' field indicate for a newly created opportunity?
What does the 'Status' field indicate for a newly created opportunity?
What does the 'Lead Value' field represent in an opportunity?
What does the 'Lead Value' field represent in an opportunity?
What does the 'Notes' tab allow you to do in an opportunity?
What does the 'Notes' tab allow you to do in an opportunity?
Which filter allows you to view opportunities assigned to a specific team member?
Which filter allows you to view opportunities assigned to a specific team member?
What happens when you click on the three dots in the Opportunities dashboard?
What happens when you click on the three dots in the Opportunities dashboard?
What does the 'Plus Opportunity' button allow you to do?
What does the 'Plus Opportunity' button allow you to do?
Which menu in the Opportunities dashboard provides additional filtering and sorting options?
Which menu in the Opportunities dashboard provides additional filtering and sorting options?
What is the purpose of the 'Top menu' in the Opportunities dashboard?
What is the purpose of the 'Top menu' in the Opportunities dashboard?
What does the 'Opportunities' view in the dashboard display?
What does the 'Opportunities' view in the dashboard display?
Which button allows you to move an opportunity to a different stage in the pipeline?
Which button allows you to move an opportunity to a different stage in the pipeline?
What does the 'Lead Value' field represent in an opportunity?
What does the 'Lead Value' field represent in an opportunity?
What does the 'Status' field indicate for a newly created opportunity?
What does the 'Status' field indicate for a newly created opportunity?
What is the purpose of the 'Book or Update Appointment' section in an opportunity?
What is the purpose of the 'Book or Update Appointment' section in an opportunity?
Which menu allows you to easily switch between different views and settings of opportunities and pipelines?
Which menu allows you to easily switch between different views and settings of opportunities and pipelines?
Where can you find the opportunities tab in GoHighLevel?
Where can you find the opportunities tab in GoHighLevel?
What does the 'Middle menu' provide in the opportunities dashboard?
What does the 'Middle menu' provide in the opportunities dashboard?
Which option allows you to sort opportunities based on the date they were added to the pipeline or by the value?
Which option allows you to sort opportunities based on the date they were added to the pipeline or by the value?
What does the 'Lead Value' filter in the filter option allow you to do?
What does the 'Lead Value' filter in the filter option allow you to do?
What happens when you click on the three dots in the Opportunities dashboard?
What happens when you click on the three dots in the Opportunities dashboard?
Which button allows you to delete an appointment in an opportunity?
Which button allows you to delete an appointment in an opportunity?
Where can you add additional notes related to a lead in an opportunity?
Where can you add additional notes related to a lead in an opportunity?
What does the 'Status' field indicate for an opportunity that has not yet provided services?
What does the 'Status' field indicate for an opportunity that has not yet provided services?
What is the purpose of the 'Create' button in the 'Tasks' section of an opportunity?
What is the purpose of the 'Create' button in the 'Tasks' section of an opportunity?
