Build a Streamlined Sales Process in HighLevel

November 21, 2023

Build a Streamlined Sales Process in HighLevel

Hello, everyone! Today's blog post is all about creating an efficient sales process within HighLevel, a versatile customer relationship management (CRM) platform. We'll explore how to use HighLevel's features to set up a streamlined sales process that maximizes productivity, keeps your leads organized, and ensures no potential client falls through the cracks. We also made a YouTube video (here) that walks you through this process.

The Power of HighLevel:

HighLevel is a game-changer for businesses looking to optimize their sales efforts. This platform offers a range of tools and features designed to simplify and supercharge your sales process. In this blog post, we'll delve into how you can harness HighLevel's capabilities to create a highly efficient sales pipeline.

Custom Dispositions for Automation:

One of HighLevel's standout features is the ability to customize dispositions. These dispositions can be set up to trigger automation when certain actions or events occur. As demonstrated in the video, the speaker uses dispositions like "no answer" and "voice message." These dispositions automatically tag contacts, enabling seamless movement through your sales pipeline.

Designing Your Sales Pipeline:

Your sales pipeline serves as the backbone of your sales process, guiding your team through the various stages of engagement with potential clients. HighLevel allows you to tailor your pipeline to match your unique sales journey. Just like the video, you can create stages that align with your specific needs.

Automation Workflow:

Automating your sales pipeline is where HighLevel truly shines. In the video, the speaker illustrates how to set up an automation workflow triggered by the addition of "new lead" tag. This automation is key to smoothly advancing contacts through different stages, contingent on their responses.

Here's a step-by-step breakdown of the automation workflow:
1. When a contact has the "new lead" tag and fails to answer or leaves a voicemail, they progress to the next stage and receive the "no answer-1" tag.
2. This cycle repeats for subsequent calls, incrementing the tag number with each attempt.
3. When a contact reaches "no answer-7," they are tagged with "reactivate" and moved to a different pipeline for further nurturing.

The Effectiveness of this Automation:

By implementing this automation, your team ensures that every lead is consistently reached out to, even if they haven't responded initially. This process prevents potential clients from slipping through the cracks and offers a systematic approach to contacting leads. Additionally, it allows for efficient reactivation campaigns for leads that have shown interest but haven't yet converted.


Creating a streamlined sales process within HighLevel is a strategic move that can significantly enhance your sales efforts. This approach promotes organization, keeps leads engaged, and provides a clear framework for reaching out to potential clients. If you're a HighLevel user or are considering adopting this CRM, you can readily apply these strategies to boost your sales efficiency.

Stay tuned for our upcoming video, where we'll explore what to do once a lead answers and how to guide them toward setting appointments. Should you have any questions or require assistance in implementing these strategies in your HighLevel CRM, don't hesitate to get in touch.

Thank you for reading, and here's to building a more efficient and successful sales process with HighLevel!

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