🧰 Help Guide: How to Update Your Sales Pipeline View

 

✅ Why This Step Matters

Your Sales Pipeline is the central hub where all lead activity lives — from opt-ins to booked appointments, sales, and no-shows. To ensure you're not missing important data (or cluttering your view with irrelevant info), this setup is essential for daily operations and reporting.

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🔄 Overview: What You'll Do

1. Navigate to the correct pipeline

2. Set the appropriate status filters (Open, Won, Lost)

3. Adjust visible fields for clarity and consistency

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📍 Step-by-Step Instructions

1. 🔍 Locate the Sales Pipeline

• Log in to your HighLevel account (used within Gym Growth Engine)

• Go to the left-hand menu and click “Opportunities”

• Locate the pipeline labeled:
  ➤ *** Sales Pipeline (may have 3 asterisks to push it to the top)

❗ If you have multiple pipelines, ignore all others for now and focus only on “Sales Pipeline”

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2. 🧮 Set the Status Filters

Make sure you’re viewing all relevant opportunities, not just open ones.

• Click “Advanced Filters” on the left

• Under “Status”, click the ✏️ pencil icon

• Select the following:

  • ✅ Open

  • ✅ Won

  • ✅ Lost

• Click Apply

🔍 Why? This ensures you're seeing all leads in motion — from new opt-ins to closed sales and lost opportunities.

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3. ⚙️ Adjust Visible Fields

Keep your view focused only on the most important lead details.

• On the right-hand side, click “Manage Fields”

• Under the “Opportunity Details” section, select only these fields:

  Field Name	Purpose
  ✅ Opportunity Owner	Know which team member owns the lead
  ✅ Opportunity Source	Track where the lead came from
  ✅ Opportunity Value	Shows the expected value of the lead
  ✅ Opportunity Offer	See what type of offer the lead opted into
  ✅ Appointment Time	See when the lead is scheduled

   

🧹 Uncheck any unrelated fields (e.g., business info) to declutter your view.

• Click Apply to save your settings

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🔎 What You’ll Now See in Each Lead Card

Your updated pipeline will show:

• 📍 Source: Facebook ad, referral, walk-in, etc.

• 💰 Value: Based on challenge price or custom input

• 🏷️ Offer Type: Challenge, trial, or other

• 🕒 Appointment Time: If scheduled

All active leads will now be easy to identify, track, and move through your sales funnel.

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🧼 What’s Hidden (And Why)

By default, your pipeline will hide abandoned or archived opportunities. This ensures you're only seeing:

• Leads you can still work with

• Sales that have occurred

• Lost leads you may want to revisit

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📽️ Next Step (Coming Soon)

You’ll soon get a video walkthrough on:

• What each stage in the pipeline means

• How to move leads between stages correctly

• Automating follow-ups and reschedules

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🚀 Summary Checklist

✅ Open the correct pipeline: *** Sales Pipeline
✅ Set status filters: Open, Won, Lost
✅ Show only relevant fields
✅ Save and Apply
✅ Start working leads like a pro!