How To Modify or Delete Opportunities In GoHighLevel

So in today's video, we're going to be looking at opportunities inside of GoHighLevel, or if you've been following the videos, Client Connector, which is our white-labeled version of it. So this video is a response to a comment on the last video who asked, how can you edit, modify, or even delete opportunities? So let's just get started with opportunities. Opportunities are used to manage your pipeline, your sales flow. So how it all works is it creates basically like a card on opportunity pipeline. So here we got the different stages in this demo sandbox that people can go through, like new leads, hot leads, booking requests, and all that kind of stuff. And in the different workflows, which we'll cover in another video, you can have automation fire when people move either into or out of the different stages. And by moving them just like this, dragging and dropping, you can fire those automations and keep things consistent. So how do you modify the opportunity? Well, there's a couple ways to get to the opportunity. We can click on it and we'll bring up the opportunity record, in which case you can go ahead in here and add tags or opportunity sources or add additional contacts to that opportunity. You can also on the left-hand side see notes and put notes on the file, add tasks to it, or book or update appointments that may be listed for that contact that you need to have in there. Okay. So that's how you manage that within the system. Now, how do you delete it? I'm not going to delete it at this very moment, but we will in a second. You click the little trash can icon down here. Now, the other thing to notice, these little icons that show up across the bottom of the opportunity. So we've got conversations, tags, notes, tasks, and appointments, very similar to what you saw on the left side of the panel here. Now, if you are in a contact record, so if we go over here and we look up Dumbo Parker, you'll see that in the activity window in the middle here, you're going to see where the opportunity is created or updated as well. So you'll be able to see that information. And when you go here, you can just click View Opportunity and it will bring it up and you can do everything you need to do. So let's go ahead and delete this opportunity. We're going to click Delete and we're going to confirm. And now that has been deleted. And if we go back to our opportunities window, It's no longer here. So if that's helpful, you got any further questions, please comment on this video, like and subscribe to our channel. We'll be doing way more videos just like this and different features and functions of GoHighLevel to help you with your business and your automation.