10 Questions
What are the different statuses of opportunities in GoHighLevel?
Open, won, lost, or abandoned
How can leads be filtered in the opportunities tab?
By assigned tasks, calendar events, and additional info
What is the purpose of the plus new button in the opportunities tab?
To manually create opportunities, appointments, or tasks
What is the pipeline feature in GoHighLevel?
A feature that allows creation of different stages for leads to pass through
Can multiple pipelines be created in GoHighLevel?
Yes
What is the difference between the pie chart and funnel chart views in GoHighLevel?
The pie chart view displays pipeline data in a circular format, while the funnel chart view displays pipeline data in a funnel shape
What is the purpose of the visible in pie chart feature in GoHighLevel?
To display leads/stages in a pie chart view
Can the funnel chart view be turned on in GoHighLevel?
Yes, using a feature toggle
What information can be downloaded in a CSV file in GoHighLevel?
All information about opportunities
What is the purpose of the edit and delete features in GoHighLevel?
To edit or delete pipelines and stages
Study Notes
- The opportunities tab in GoHighLevel helps track leads across funnels/workflows.
- It contains features like date added, pipeline, owner, campaign, and search bar.
- The status of opportunities can be open, won, lost, or abandoned.
- Additional info filter can be used to filter leads with assigned tasks, calendar events, etc.
- The plus new button is used to manually create opportunities, appointments, or tasks.
- Pipeline feature allows creation of different stages for leads to pass through.
- Multiple pipelines can be created with ascending/descending order of stages.
- Visible in pie chart feature allows leads/stages to be displayed in pie chart view.
- The edit and delete features are available for pipelines and stages.
- A CSV file can be downloaded with all information about opportunities.
- The text discusses two features for displaying pipeline data on a dashboard: pie chart and funnel chart views.
- The pie chart view displays pipeline data in a circular format.
- The funnel chart view displays pipeline data in a funnel shape.
- Both views are available on the dashboard.
- The pie chart view is the default view.
- The funnel chart view can be turned on using a feature toggle.
- The funnel chart view is useful for visualizing how many leads move through each stage of the pipeline.
- The video has ended, but support is available for any questions or issues.
- There will be a next video.
- No further details are provided about the topic of the next video.
Test your knowledge of GoHighLevel's opportunities tab and pipeline features with this quiz! From tracking leads to creating pipelines and stages, this quiz will cover everything you need to know to effectively manage your leads and sales processes. Get ready to showcase your expertise and learn something new!
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