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GoHighLevel opportunities not moving pipeline stages

Taking notes on a printed list at a team meeting

Short answer

When a GoHighLevel workflow doesn't move an opportunity, it's usually trying to move it backward (by default a workflow only moves deals forward), the contact has no opportunity to update, Create Opportunity skipped because one already exists, or the contact has several opportunities and the workflow updated a different one. Stage and status (open, won, lost, abandoned) are separate fields.

How to fix it

  1. Allow moving backward. In the Update Opportunity action, turn on Allow Opportunity to Move to Any Previous Stage. Without it, a move to an earlier stage has no effect.
  2. Make sure there's an opportunity. Update Opportunity is skipped if the contact has none. Add a Find Opportunity step, or create one first.
  3. Check Create Opportunity's duplicate setting. With Duplicate Opportunity off, no new opportunity is created if the contact already has one. HighLevel matches on the contact, not the opportunity's name.
  4. Several opportunities per contact?. Settings > Objects > Opportunities > Allow Multiple Opportunities per Contact. If it's on, use Find Opportunity (earliest, latest or by condition) so the workflow updates the right one.
  5. Check the workflow's multiple opportunities setting. With Allow Multiple Opportunity on in a workflow, each opportunity runs through it separately; off, only the most recent one enters.
  6. Check the Pipeline Stage Changed trigger. Its filters (pipeline, stage, status, assigned to, tag) have to match. Dragging a card by hand also fires it; earlier moves don't. Save and publish.
  7. Changing the owner?. Update Opportunity can't change who it's assigned to. Use Assign to User.

Common questions

Why did my workflow create a second card?
Duplicate Opportunity was on in Create Opportunity, or the contact had no opportunity in that pipeline yet.
Is won a stage?
No. Won, lost, open and abandoned are the status. Stages are the columns in your pipeline.

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