What is a pipeline in Agent Studio?#
A pipeline is your sales process drawn as columns, and each card is a deal moving toward a close. GoHighLevel calls these cards Opportunities; in Agent Studio they live under Pipelines, the board calls them deals, and workflows use the Opportunity step. Run as many pipelines as you need: new sales, renewals, referral partners, recruiting.
| Stage | Starting win odds |
|---|---|
| New lead | 10% |
| Contacted | 20% |
| Qualified | 40% |
| Proposal sent | 60% |
| Negotiation | 80% |
Rename, add, reorder or remove stages to match your sales motion, and set the win odds you see in practice.
How do I set up a pipeline?#
Pipeline setup
Step 1: Create or open a pipeline
On Pipelines, use New pipeline, or Edit pipeline to reshape the one you have.Open PipelinesStep 2: Name your stages and odds
Add, rename and reorder stages, and give each a win probability. The board multiplies deal values by these odds for the weighted total.Edit stagesStep 3: Set the stale window
Choose how many days a deal can sit in one stage before it counts as stale. The default is 14 days; 0 turns stale alerts off.Step 4: Add your first deal
Choose Add deal, then enter a name, Value in dollars, Expected close date and the contact.Add a dealStep 5: Automate the next step
Build a workflow on Pipeline stage changed so every move sends the right message and creates the right task.Open Automations
How do I move and close deals?#
Drag a card to the next stage, or use the card's Move menu from the keyboard. The move shows instantly. Open a deal to change its stage, value or contact and to set the outcome.
| Button | Status | When to use it |
|---|---|---|
| Mark won | Won | The customer signed or paid |
| Mark lost | Lost | They chose someone else or said no; record the lost reason |
| Mark abandoned | Abandoned | The lead went silent and you are closing the file |
| Reopen | Open | A lost or abandoned deal comes back to life |
- Filter the board by status (All statuses, open, won, lost or abandoned) and search the cards.
- Collapse stages you are not working; Agent Studio remembers the choice per pipeline on that device.
- On a phone, a stage chip row shows one stage at a time so the board stays readable.
- An open deal keeps its link in the address bar, so you can paste it to a teammate.
- Each deal shows In this stage since, so nobody guesses how long it has waited.
How do I forecast revenue from my pipeline?#
Read the weighted total in the toolbar. Agent Studio multiplies each open deal's value by its stage's win odds and adds them up beside the plain open total, so you see what the pipeline is worth today and what it is likely to bring in. For trends and win rates, open Reporting.
Which pipeline events can start an automation?#
Five of them: Opportunity created, Opportunity changed, Pipeline stage changed, Opportunity won, lost or reopened and Opportunity stale. The Opportunity workflow step goes the other way, creating or moving deals from any trigger, such as a booked call or an accepted estimate.
Find the stage that leaks deals in CRM reporting, and send a priced estimate the moment a deal is ready.