Overview
Pipelines in GROW help you track and manage every stage of your customer journey, from first lead to conversion. This article explains what Pipelines are, the benefits of using them, and walks you through how to create and configure a Pipeline in GROW, including an overview of the pre-configured Essentials GROW Pipelines.
What are Pipelines and Benefits of Using Pipelines?
Pipelines in Grow provide a powerful way to visualize and manage your entire customer journey from first touch to closed sale. Instead of relying on scattered notes or disconnected systems, pipelines give your team a clear, centralized view of where every lead, prospect, or member sits in the process. This visibility helps eliminate guesswork, reduces missed opportunities, and ensures that no one falls through the cracks.
Beyond visibility, pipelines create structure and accountability. Each stage in the pipeline can represent a meaningful step in your sales or onboarding process such as new lead, booked call, trial attended, or closed-won allowing teams to follow consistent workflows. When combined with automations, pipelines become even more powerful: tasks can be triggered, messages can be sent, and follow-ups can happen automatically based on stage movement, which improves speed of response and overall client experience.
Pipelines also provide valuable insights into performance. With clear reporting on conversion rates, stage drop-off, and deal velocity, business owners and managers can quickly identify bottlenecks and optimize their process. Over time, this leads to more predictable revenue, better forecasting, and smarter decision-making. In short, pipelines turn your CRM from a contact database into a true operational system that drives growth.
Important note: Pipelines Stages are pre-configured for Essentials GROW workflows as outlined below. Additional pipeline stages can also be manually created (please see instructions at bottom of article).
Essentials GROW Pipelines (Pre-Configured Stages)
In the Essentials GROW workflows, pipeline stages are pre-configured for you and include the following stages:
• New Lead A lead is added to the system through Meta (Facebook/Instagram), another integration, Zapier, Webhook, or API with a corresponding source. The contact is automatically placed into this stage.
• Account Created Once the lead creates their account in CORE and the data syncs to GROW—or if the contact was first created in CORE before appearing in GROW (such as a walk-in)—the client will automatically move to this stage.
• Purchased Intro Offer When a lead purchases an Intro Offer, automations will move the client into this stage.
• First Session Booked / First Session No Show / Late Cancel / Cancelled These stages reflect the client’s behaviour around their very first booked session and allow your team to track attendance patterns and trigger appropriate follow-up.
• First Session Attended Once the client attends their first class or session, they are automatically moved to this stage. For most setups, this is also the point where the Intro Offer officially begins in CORE.
• Intro Offer Expired When the Intro Offer reaches its end date, the system automatically moves the client into this stage.
• Purchased Package When a membership or package is purchased in CORE, your automations move the client to this stage. During setup, you’ll define which memberships or packages should qualify for this stage within your Membership or Package Purchased workflow.
• Lost At any point in the journey, if a lead stops engaging and does not progress after a defined automation timeframe, the system will move them to this final stage and apply the appropriate “lost” tagging logic.
How to Create Pipelines Manually
Step 1: Accessing the Pipelines Section
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Go to your Subaccount
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Go to Opportunities from the left sidebar
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Select Pipelines from the top menu
Step 2: Creating a new Pipeline
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Once you're in the Pipelines section, click on the "Create Pipeline" button.
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Give your pipeline a descriptive name that reflects its purpose or the stage of the customer journey it represents.
Tip: Pipeline names always need to be unique and adding or updati another pipeline with an identical name is not allowed.
Step 3: Adding Stages to Your Pipeline
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With your new pipeline created, you'll see an empty canvas where you can add stages.
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Enter the name of the first stage of your pipeline
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Click on the "Add Stage" button to create more stages
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Repeat this process to add additional stages, defining the sequential flow of your pipeline.
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You can also reorder the different pipeline stages using the up and down arrows on the left of the stage name.
- Note that you need not create stages for "Won" or "Lost". HighLevel creates those stages for every pipeline of yours by default.
Tip: Stage names always need to be unique and adding or updating another stage with an identical name is not allowed.
Step 4: Pipeline Actions and Dashboard configuration
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The funnel and pie chart options allow you to decide whether the pipeline should be shown in the dashboard or not
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You can also configure whether or not to show each stage in the dashboard funnel and pie charts by clicking on their icons at the right of the respective stage.