🧩 Help Doc: How to Update and Optimize Your Sales Pipeline View
Pre-Launch Checklist: Final Step | Gym Growth Engine
📝 Purpose
This guide walks you through the final critical step in your pre-launch setup: ensuring your Sales Pipeline View in GoHighLevel is optimized, clean, and properly filtered. This step guarantees that as leads start flowing in, you’ll see all relevant data clearly and stay organized.
📍 Step 1: Navigate to Your Opportunities Pipeline
- Log in to your GoHighLevel account.
- From the left-hand sidebar, click on "Opportunities."
- Locate your pipeline titled *** Sales Pipeline.
- This is your main working pipeline in the Gym Growth Engine system.
- You may see other pipelines if you've used GHL before, but focus only on this one.
- In a later step, you can choose to remove unused pipelines.
🛠️ Step 2: Adjust the Opportunity Filters
- On the left side, click on “Advanced Filters.”
- In the Status filter, ensure these three options are selected:
- ✅ Open
- ✅ Won
- ✅ Lost
📌 By default, only “Open” might be selected. You must edit this filter (pencil icon ✏️) to include all three so that you're tracking all relevant opportunities.
- Click “Apply” to save the filter view.
This ensures you see all active leads as well as those you've closed (Won) or marked as no-shows/cancelled (Lost).
🔎 Step 3: Customize the Pipeline Field Display
- On the right-hand side, click “Manage Fields.”
- Under Opportunity Details, enable only the following fields:
- ✅ Opportunity Owner
- ✅ Opportunity Source
- ✅ Opportunity Value
- ✅ Opportunity Offer
- ✅ Appointment Time
❌ Uncheck any unnecessary fields (like Business Info or irrelevant tags) to remove clutter from your pipeline cards.
- Use the search bar if you can’t find a field quickly.
- Once selected, click “Apply” to confirm changes.
🔍 Step 4: What Each Field Tells You
- Opportunity Owner: Who on your team owns the lead.
- Opportunity Source: Where the lead came from (e.g. Facebook Ad, Website, Walk-in, Referral).
- Opportunity Value: Pulled from the challenge's front-end price (based on your earlier custom value setup).
- Opportunity Offer: Clarifies if the lead is for a Challenge or Trial.
- Appointment Time: Displays the scheduled time if one has been booked.
This gives you a quick-glance dashboard of your lead pipeline and appointment flow.
📋 Summary of Actions
✅ Navigate to Opportunities → *** Sales Pipeline
✅ Apply Open, Won, Lost filter in Advanced Filters
✅ Enable only essential fields in Manage Fields
✅ Apply changes to lock in a clean, actionable view
🎯 Why This Matters
Setting your pipeline view correctly allows you to:
- Monitor real-time lead activity with clarity.
- Track source performance and appointment progress.
- Reduce clutter and confusion for your team.
- Enable seamless scaling and follow-up with fewer errors.
🧠 Pro Tip
You don’t need to touch automation or backend workflows at this point. Focus purely on visual optimization — a clean interface drives faster decision-making.
In a future video, you'll dive deeper into the meaning and usage of each pipeline stage — but now that your filters and fields are clean, you're ready for launch 🚀
Here are some additional Assets to help you with this process
Portal Lesson: Update Pipeline Settings
Link: https://members.gymlaunch.com/products/inner-circle-lead-nurture-2-0/categories/2156744042/posts/2183745663