GoHighLevel Sales Pipeline Management Quiz

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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?

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?

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?

Edit the pipeline template Signup and view all the answers

How do you create a new pipeline in GoHighLevel?

Click on the 'Create New Pipeline' button Signup and view all the answers

Which button allows you to permanently delete a stage in the pipeline?

Delete Signup and view all the answers

What happens when you delete a stage in the pipeline?

All opportunities in that stage will be moved to the next stage Signup and view all the answers

What do the action buttons in front of each stage do?

Perform a specific function for that stage Signup and view all the answers

What does the 'Cancel' button do when deleting a stage?

Cancels the deletion and keeps the stage Signup and view all the answers

What happens when you connect the pipeline to a workflow?

More opportunities will start to come in Signup and view all the answers

Which menu in the Opportunities dashboard provides additional filtering and sorting options?

Middle menu Signup and view all the answers

Where can you find the Opportunities tab in GoHighLevel?

Left side menu Signup and view all the answers

What is an opportunity in GoHighLevel?

Any lead or contact that enters the system through various means Signup and view all the answers

Which filter allows you to view opportunities associated with a specific campaign?

Campaign type filter Signup and view all the answers

What happens when you click on the arrows next to the 'deal value' option under the sorting option?

It displays all the leads with higher value Signup and view all the answers

What does the 'Plus Opportunity' button allow you to do?

Create a new opportunity Signup and view all the answers

Which button allows you to move an opportunity to a different stage in the pipeline?

Unassign Signup and view all the answers

What does the 'Status' field indicate for a newly created opportunity?

Open Signup and view all the answers

What does the 'Lead Value' field represent in an opportunity?

The expected or actual amount that a lead will bring to the business Signup and view all the answers

What does the 'Notes' tab allow you to do in an opportunity?

Add additional notes related to the lead Signup and view all the answers

Which filter allows you to view opportunities assigned to a specific team member?

Owner Signup and view all the answers

What happens when you click on the three dots in the Opportunities dashboard?

You can filter opportunities based on additional information Signup and view all the answers

What does the 'Plus Opportunity' button allow you to do?

Manually create an opportunity out of a contact Signup and view all the answers

Which menu in the Opportunities dashboard provides additional filtering and sorting options?

Middle menu Signup and view all the answers

What is the purpose of the 'Top menu' in the Opportunities dashboard?

To switch between different views and settings Signup and view all the answers

What does the 'Opportunities' view in the dashboard display?

All the information related to opportunities Signup and view all the answers

Which button allows you to move an opportunity to a different stage in the pipeline?

Unassigned Signup and view all the answers

What does the 'Lead Value' field represent in an opportunity?

The expected or actual amount that a lead will bring to the business Signup and view all the answers

What does the 'Status' field indicate for a newly created opportunity?

Open Signup and view all the answers

What is the purpose of the 'Book or Update Appointment' section in an opportunity?

To schedule an appointment with the lead Signup and view all the answers

Which menu allows you to easily switch between different views and settings of opportunities and pipelines?

Top menu Signup and view all the answers

Where can you find the opportunities tab in GoHighLevel?

Left side menu Signup and view all the answers

What does the 'Middle menu' provide in the opportunities dashboard?

Additional filtering and sorting options Signup and view all the answers

Which option allows you to sort opportunities based on the date they were added to the pipeline or by the value?

Sorting option Signup and view all the answers

What does the 'Lead Value' filter in the filter option allow you to do?

View opportunities with higher or lower values Signup and view all the answers

What happens when you click on the three dots in the Opportunities dashboard?

You can further filter opportunities based on additional information Signup and view all the answers

Which button allows you to delete an appointment in an opportunity?

The 'delete' button in the 'Book or Update Appointment' section Signup and view all the answers

Where can you add additional notes related to a lead in an opportunity?

In the 'Notes' tab of the opportunity window Signup and view all the answers

What does the 'Status' field indicate for an opportunity that has not yet provided services?

'Open' Signup and view all the answers

What is the purpose of the 'Create' button in the 'Tasks' section of an opportunity?

To create a new task for team members Signup and view all the answers

GoHighLevel Sales Pipeline Management Quiz

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Questions and Answers

Where can you find the pipelines in GoHighLevel?

What do pipelines provide a visual representation of?

What does the delete 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?

Which button allows you to permanently 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 does the 'Cancel' button do when deleting a stage?

What happens when you connect the pipeline to a workflow?

Which menu in the Opportunities dashboard provides additional filtering and sorting options?

Where can you find the Opportunities tab in GoHighLevel?

What is an opportunity in GoHighLevel?

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 does the 'Plus Opportunity' button allow you to do?

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 'Lead Value' field represent 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?

What happens when you click on the three dots in the Opportunities dashboard?

What does the 'Plus Opportunity' button allow you to do?

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 does the 'Opportunities' view in the dashboard display?

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 'Status' field indicate for a newly created 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?

Where can you find the opportunities tab in GoHighLevel?

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?

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?

Which button allows you to delete an appointment 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 is the purpose of the 'Create' button in the 'Tasks' section of an opportunity?

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