Streamline Sales with a HighLevel Sales Pipeline

Your sales pipeline is the heartbeat of your business - and with HighLevel, you can build and automate a powerful, custom pipeline in under 30 minutes. Whether you’re a chiropractor, real estate agent, or marketing agency, the process remains largely the same: attract leads, nurture them, book appointments, and close deals. HighLevel makes each of these steps seamless.

Map and Build a Custom Pipeline in HighLevel

Start by mapping your customer journey: from New Leads to Closed Deals (or even Lost if needed). Inside the HighLevel platform, go to Opportunities ➡️ click Create New Pipeline ➡️ define your stages like:

1️⃣ New Leads
2️⃣ Hot Leads
3️⃣ Booked Appointment
4️⃣ Showed Up / No Showed
5️⃣ Bought Package
6️⃣ Lost

With just a few clicks, you’ll have a visual overview of every lead in your funnel

Automate Lead Capture and Movement

Lead capture starts with Forms or Facebook Lead Ads, both easily managed inside HighLevel Sites. Once submitted, leads are auto-added to your pipeline. Next up: calendars and automations.

Use HighLevel Calendars to let leads schedule appointments. Then, trigger automated workflows that:

✅ Move leads to “Hot Leads” when they reply
✅ Send appointment confirmations and reminders
✅ Update pipeline stages based on appointment status
✅ Automatically send invoices and move to “Bought Package” when paid
✅ Mark leads as “Lost” if they opt out or are disqualified

Everything is drag-and-drop and can be triggered by real-time actions like form fills, appointment status changes, or payment confirmations.

Use Dashboards for Smart Decision-Making

With your pipeline live and automation in place, you can monitor everything in the HighLevel Dashboard. Instantly view:

• Pipeline value

• Stage distribution

• Funnel performance

This gives you the clarity needed to make strategic decisions and scale with confidence.

Automate More, Hustle Less

HighLevel’s automation-first approach turns your sales process into a self-running engine. Once set up, your team can focus more on closing deals—and less on manual follow-ups or chasing no-shows.

Relevant Help Articles:

• HighLevel Pipeline and Workflows

• How to Set Up a Pipeline