We’re heading into Week 4 of the MarketerM8 Live HighLevel Workshop Series — and this one’s all about turning leads into paying clients with a clear, trackable sales process.
This week’s workshop: Sales Pipelines & Opportunities
📅 Live on Tuesday 1st December 2026 at 12 noon (via Zoom)
🎯 Who it’s for: HighLevel users who want to manage leads better and close more deals
💸 Free for all HighLevel users
If your leads are slipping through the cracks or your “sales process” lives on sticky notes and spreadsheets, this workshop will help you fix that fast.
You’ll learn how to:
✅ Build a simple, visual sales pipeline inside HighLevel
✅ Move leads from “new” to “won” with confidence
✅ Track deal value and sales progress
✅ Trigger automations based on pipeline stage
✅ Focus on the hottest leads without dropping the rest
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What’s New in HighLevel Opportunities & Sales Pipelines?
HighLevel’s Opportunities & Sales Pipelines have had some significant upgrades recently, so I’ll be covering these in the workshop.
Here are four updates in particular that are worth knowing about:
Conditional Custom Fields for Opportunities
Opportunity records can now adapt depending on the pipeline, stage, status or other field values. This means you can show the right information at the right stage of your sales process and even make fields mandatory when they become relevant.
Read the HighLevel update
Opportunity Smart Lists
You can create and save customised Opportunity views using your preferred filters, sorting and visible fields. These can be shared with your team and even set as the default view for particular pipelines.
Read the HighLevel update
Opportunity Forecasting
HighLevel has introduced proper sales forecasting, including expected close dates, probability-weighted revenue, forecast timelines and tools to identify overdue or potentially at-risk opportunities.
Read the HighLevel update
View All Pipelines
You can now see Opportunities from all your pipelines together in one consolidated List view. This is particularly useful if you have several different sales processes running inside HighLevel.
Read the HighLevel update
We’ll look at these updates alongside the fundamentals of building and managing a sales pipeline, so you can see how they can be used in a real sales process.
Whether you’re a solo consultant or managing a small team, having a live pipeline gives you visibility and control — and stops opportunities falling off your radar.
✅ Already registered? Your Zoom link should be in your inbox
✅ Not booked in yet? Save your spot here: Click to register
📚 Want to see what’s coming up in the full 12-week training plan?
👉 Check the full workshop menu
Let’s make your pipeline do more than just look pretty — let’s make it sell.
See you there?
