Managing Opportunities

How to Filter Opportunities

GHL Customer Care’s filtering tools help you find the right opportunities fast across busy pipelines. This guide explains filter types, operators, and common date presets so you can segment deals precisely. TABLE OF…

Searching for Opportunities

GHL Customer Care offers powerful search capabilities that enable users to locate specific opportunities with ease, saving time and streamlining workflow. In this comprehensive guide, we'll walk you through the process…

List View for Opportunities

The new List View transforms how you can interact with your opportunities by providing a detailed, streamlined, and customizable view. Here’s what you can do with it: TABLE OF CONTENTS How to Access the List View…

How to Decouple Owners for Contacts and Opportunities

With this new feature, you can now have separate owners for contacts and opportunities in your system. This flexibility allows for more nuanced management and delegation of responsibilities within your organization…

Customize Opportunity Cards in Board View

With this feature, users can now fully customize the fields displayed on the Opportunity Cards in the pipeline view. This allows users to tailor the card view to show the most relevant information at a glance…

Multiple Opportunities For The Same Person In The Same Pipeline

Allow Multiple Opportunities per Contact lets your team track more than one active deal for the same person in the same pipeline. This improves accuracy for renewals, upsells, and multi-offer journeys while keeping…

Opportunities - FAQs

TABLE OF CONTENTS General Questions Q: How to export opportunities from GHL Customer Care? Q: How do I share a specific opportunity with my team? Q: How to track all activities in my opportunity and find the Opportunity…

How to Color-Code Opportunity Pipelines (Smart Tags)

Smart Tags help you visually prioritize opportunities inside your pipelines using color-coded chips. Instead of relying on filters or text labels, you can highlight deals automatically based on rules you define — such…

How to Manage Pipeline Permissions

Control exactly who can see or change each sales pipeline, keep sensitive deals private, and give every team member a clutter-free view that matches their role. This article shows how to manage Pipeline Permissions in…

Understanding The Create New Opportunity Toggle

How to Duplicate & Copy Pipelines to Sub-Account(s)

This article explains how to duplicate an existing pipeline within a sub-account or copy it to other sub-accounts in GHL Customer Care. This feature helps replicate pipeline structures without manually rebuilding them…

Use Kanban View in Opportunities

Kanban view in GHL Customer Care Opportunities gives your team a visual way to manage deals across pipeline stages. It helps you quickly scan active opportunities, adjust how stages appear, and sort records based on the…

Opportunity Forecasting in GHL Customer Care

Opportunity Forecasting in GHL Customer Care helps teams move beyond simple pipeline tracking and into more accurate revenue planning. With the Forecast tab inside Opportunities, teams can review expected revenue…

Smart Lists in Opportunities

Opportunity Smart Lists help teams save and reuse customized views in the Opportunities area of GHL Customer Care. Instead of rebuilding the same filters, sorting, and visible fields each time, users can save a…

How to Customize Pipeline Stage Colors in Opportunities

Pipeline stage colors in Opportunities make it faster to manage pipelines and easier to visually scan deals at a glance. This article shows how to create and edit pipelines directly from the Opportunities pipeline…

Reordering Pipelines in Opportunities

You can arrange your pipelines in the order that works best for you, right from the Opportunities pipeline view. Reorder by dragging, or move a pipeline to an exact position. Your custom order is saved automatically…

Conditional Custom Fields for Opportunities

Conditional Custom Fields let Admins control which opportunity fields appear and which fields must be completed based on a deal’s pipeline, stage, status, or other field values. This keeps opportunity forms focused and…