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 (C)</p> Signup and view all the answers

How do you create a new pipeline in GoHighLevel?

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

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

<p>Delete (B)</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 (D)</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 (C)</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 (C)</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 (C)</p> Signup and view all the answers

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

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

Where can you find the Opportunities tab in GoHighLevel?

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

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

<p>Campaign type filter (B)</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 (D)</p> Signup and view all the answers

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

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

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

<p>Unassign (C)</p> Signup and view all the answers

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

<p>Open (A)</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 (A)</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 (B)</p> Signup and view all the answers

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

<p>Owner (C)</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 (C)</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 (A)</p> Signup and view all the answers

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

<p>Middle menu (D)</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 (B)</p> Signup and view all the answers

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

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

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

<p>Unassigned (D)</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 (B)</p> Signup and view all the answers

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

<p>Open (B)</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 (A)</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 (D)</p> Signup and view all the answers

Where can you find the opportunities tab in GoHighLevel?

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

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

<p>Additional filtering and sorting options (C)</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 (C)</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 (B)</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 (D)</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 (D)</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 (D)</p> Signup and view all the answers

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

<p>'Open' (B)</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 (D)</p> Signup and view all the answers

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