GoHighLevel Sales Pipeline Management Quiz
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Questions and Answers

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?

    <p>Edit the pipeline template</p> Signup and view all the answers

    How do you create a new pipeline in GoHighLevel?

    <p>Click on the 'Create New Pipeline' button</p> Signup and view all the answers

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

    <p>Delete</p> Signup and view all the answers

    What happens when you delete a stage in the pipeline?

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

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

    <p>Perform a specific function for that stage</p> Signup and view all the answers

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

    <p>Cancels the deletion and keeps the stage</p> Signup and view all the answers

    What happens when you connect the pipeline to a workflow?

    <p>More opportunities will start to come in</p> Signup and view all the answers

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

    <p>Middle menu</p> Signup and view all the answers

    Where can you find the Opportunities tab in GoHighLevel?

    <p>Left side menu</p> Signup and view all the answers

    What is an opportunity in GoHighLevel?

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

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

    <p>Campaign type filter</p> Signup and view all the answers

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

    <p>It displays all the leads with higher value</p> Signup and view all the answers

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

    <p>Create a new opportunity</p> Signup and view all the answers

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

    <p>Unassign</p> Signup and view all the answers

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

    <p>Open</p> Signup and view all the answers

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

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

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

    <p>Add additional notes related to the lead</p> Signup and view all the answers

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

    <p>Owner</p> Signup and view all the answers

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

    <p>You can filter opportunities based on additional information</p> Signup and view all the answers

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

    <p>Manually create an opportunity out of a contact</p> Signup and view all the answers

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

    <p>Middle menu</p> Signup and view all the answers

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

    <p>To switch between different views and settings</p> Signup and view all the answers

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

    <p>All the information related to opportunities</p> Signup and view all the answers

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

    <p>Unassigned</p> Signup and view all the answers

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

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

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

    <p>Open</p> Signup and view all the answers

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

    <p>To schedule an appointment with the lead</p> Signup and view all the answers

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

    <p>Top menu</p> Signup and view all the answers

    Where can you find the opportunities tab in GoHighLevel?

    <p>Left side menu</p> Signup and view all the answers

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

    <p>Additional filtering and sorting options</p> 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?

    <p>Sorting option</p> Signup and view all the answers

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

    <p>View opportunities with higher or lower values</p> Signup and view all the answers

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

    <p>You can further filter opportunities based on additional information</p> Signup and view all the answers

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

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

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

    <p>In the 'Notes' tab of the opportunity window</p> Signup and view all the answers

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

    <p>'Open'</p> Signup and view all the answers

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

    <p>To create a new task for team members</p> Signup and view all the answers

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