GHL Stale Opportunities Fix 

You can stop quiet deals from sitting too long. This video shows you how to build a simple GHL workflow that follows up at the right time.

Inside this video:

• Set the Stale Opportunities trigger and choose the right filters.
• Alert the sales rep before GHL sends any message.
• Add a one-hour wait, then send an email and text.
• Check the final settings and publish the workflow.

This workflow finds Stale Opportunities in your pipeline. It looks for deals with no activity for seven days. When a deal meets the rules, GHL starts the workflow.

The sales rep gets an alert first. You then wait one hour before GHL contacts the lead. This gives the rep time to call, send a message, or update the deal.

If the deal is still inactive, GHL sends an email and a text. This helps you follow up on time and keeps more deals from being missed.

• Finds deals with no activity for seven days.
• Alerts the sales rep first.
• Waits one hour before the next step.
• Sends an email if the deal is still inactive.
• Sends a short text after the email.
• Helps you keep Stale Opportunities moving.

A lead can lose interest fast when no one follows up. They may get busy, choose another option, or forget why they reached out. A simple follow-up can restart the talk before the deal goes cold.

You should not have to rely on memory or check each deal by hand. This workflow tells your team when a lead needs help. It also keeps your follow-up clear and steady.

Faster follow-up helps you:

• Reduce Stale Opportunities in your pipeline.
• Remind sales reps to take action.
• Reach leads before they lose interest.
• Cut down on manual pipeline checks.
• Keep the same process for each deal.
• Recover leads that may have been missed.

You’ll build this GHL workflow in Automations. First, you’ll set the Stale Opportunities trigger. Then, you’ll pick the pipeline, stage, and seven-day rule.

Next, you’ll alert the sales rep and wait one hour. You’ll then send an email and text. Last, you’ll turn on Stop on Response and publish the workflow.

• Access the Workflow Builder from the Automation Section.
• Set the Stale Opportunities Trigger After Renaming Your Workflow.
• Rename the Stale Opportunities Trigger and Add a Filter.
• Set In Pipeline as the First Filter Before Adding Another Filter.
• Set Duration in Days as the Second Filter Before Adding Another Filter.
• Set Pipeline Stage as the Third Filter Before Adding Another Filter.
• Set Pipeline Status as the Fourth Filter Before Saving the Trigger.
• Search for and Add the Send Internal Notification Element.
• Set the Action Name and Internal Notification for Your Team.
• Set the Redirect Page and Team Assignee.
• Search for and Add the Wait Action Element.
• Rename the Wait Action Element and Set the Time Period to 1 Hour.
• Search for and Add the Send Email Action Element.
• Set the Sender Name, Email Address, and Subject Line.
• Add the Reach-out Email Subject Line and Body.
• Search for and Add a Send SMS Action Element.
• Add the SMS Reach-out Message.
• Open the Workflow Settings, Set the Contact Timezone, and Return to the Builder.
• Publish and Save Your Workflow.

To start, make sure you are logged in to your GoHighLevel sub-account. Make sure you already have a pipeline set up.

• Create your Stale Opportunities workflow using the Workflow Builder in the Automation section.

1.1 Click Automation.

• You will be taken to the Workflows tab by default.

1.2 Click Workflows.

• You will see a list of workflows, along with options such as Create Folder, Build Using AI, and + Create Workflow.

1.3 Click + Create Workflow.

• A dropdown menu will appear with several options, including + Start from Scratch.

1.4 Click + Start from Scratch.

• You will be taken to the Workflow Builder.

• Rename your workflow, then set the Opportunity Created trigger.

2.1 Rename your workflow.

• Click the Pencil icon at the top of the Workflow Builder and enter a new name for your workflow.

2.2 Click Add New Trigger.

• The trigger library will appear, where you can search for and select a trigger.

2.3 Search for and select Stale Opportunities.

• You will be taken to the Stale Opportunities trigger settings.

• Give the Stale Opportunities trigger a clear name, then add a filter.

3.1 Rename the Stale Opportunities trigger.

• This makes it easier to identify on the Stale Opportunities workflow canvas.

3.2 Click Add Filters.

• A drop-down filter will appear below the Add Filters button.

• Choose In pipeline as the filter, then select your created sales pipeline before adding another filter.

4.1 Select In Pipeline from the first drop-down filter set.

• Another drop-down filter will appear below the second filter.

4.2 Choose your created pipeline.

• The chosen pipeline should appear in the second drop-down filter.

4.3 Click Add Filters.

• A drop-down filter will appear below the current filter set.

• Choose Duration in days as the filter, then set the specific number of days for this trigger.

5.1 Select Duration in days from the current filter set.

• Another drop-down filter will appear below the current filter set.

5.2 Set it for 7 days.

• The chosen number should appear in the current filter set.

5.3 Click Add Filters.

• A drop-down filter will appear below the current filter set.

• Choose Pipeline stage as the filter, then select the specific pipeline stage before adding another filter.

6.1 Select Pipeline stage.

• Another drop-down filter will appear below the current filter.

6.2 Choose your created pipeline stage.

• The chosen pipeline stage should appear in the current filter.

6.3 Click Add Filters.

• A drop-down filter will appear below the current filter set.

• Choose Pipeline Status as the filter before saving the trigger.

7.1 Select Pipeline Status from the second drop-down filter.

• Another drop-down filter will appear below the current filter.

7.2 Choose Is as the operator

• The chosen option should appear in this specific filter.

7.3 Choose Open as the condition

• The chosen option should appear in this specific filter.

7.4 Click Save Trigger.

• The trigger will now appear on the Stale Opportunities workflow canvas.

• Click Add New Element, then search for and select the Send Internal Notification action element.

8.1 Click Add New Element.

• The action library will appear on the right side of the canvas.

8.2 Search for and select the Send Internal Notification action element.

• You will be taken to the Send Internal Notification settings page.

• Rename the Send Internal Notification action element, then create the notification for your team.

9.1 Rename the Send Internal Notification action element.

• Use a clear and simple name.

9.2 Choose the Notification Type.

• The Title, Message, and other notification fields will appear for you to complete.

9.3 Enter the Alert notification title.

• Keep it short and easy to understand.

9.4 Enter the Send Internal Notification message for your team.

• Write clear instructions so your team knows what to do next.
• Add the appropriate custom values as well so the team member can easily identify the client’s details.

• Set the redirect page so your team can open the client’s contact details or issues.

10.1 Set the Redirect Page to Contact.

10.2 Choose the User Type.

• For this example, Particular user is selected.

10.3 Click the Save Action button.

• The action element will now appear on the Stale Opportunities workflow canvas.

• Click the Add New Element button, then search for and select the Wait action element.

11.1 Click Add New Element.

• The action library will appear on the right side of the canvas.

11.2 Search for and select the Wait action element.

• You will be taken to the Wait settings.

• Rename the action element and choose the For a Set Period of Time option.

12.1 Rename the Wait action element.

• This makes the workflow easier to read on the Stale Opportunities workflow canvas.

12.2 Select the For a Set Period of Time option.

• You will see two input boxes where you can set the time period for this action element.

12.3 Type 1 in the Time Period field.

• By default, the time period is set to minutes.

12.4 Set the Unit to Hours.

12.5 Click the Save Action button.

• The Wait action element will now appear on the Stale Opportunities workflow canvas.

• Click Add New Element, then search for and select the Send Email action element.

13.1 Click Add New Element.

• The action library will appear on the right side of the canvas.

13.2 Search for and select Send Email.

• You will be taken to the Send Email settings.

• Set the sender details and subject line for this Stale Opportunities workflow email.

14.1 Rename the Send Email action element.

• Use a clear and simple name.

14.2 Enter the sender name.

• You can also use a custom value for the sender name.

14.3 Enter the sender email address.

• You can also use a custom value for the sender email address.

• Enter the subject line and content for your reach-out email.

15.1 Enter the reach-out email subject line.

• Keep the subject short and clear.

15.2 Enter the reach-out Email body.

• Keep the message clear, polite, and helpful.

15.3 Click Save Action.

• The Send Email action element will now appear on the Stale Opportunities workflow canvas.

• Click Add New Element, then search for and select the Send SMS action element.

16.1 Click Add New Element.

• The action library will appear on the right side of the canvas.

16.2 Search for and select Send SMS.

• You will be taken to the Send SMS settings.

• Rename the action element, then enter the SMS message before saving the action.

17.1 Rename the action element.

• This makes it easier to identify on the workflow canvas.

17.2 Enter the SMS reach-out message body.

• Keep the message clear, polite, and helpful.

17.3 Click Save Action.

• The Send SMS action element will now appear on the Stale Opportunities workflow canvas.

• Click the Settings tab at the top of the workflow canvas, then set the Contact Timezone in the Communication section before returning to the workflow builder.

18.1 Click the Settings tab.

• You will be taken to the workflow settings section.

18.2 Toggle on the Allow re-entry, Allow multiple opportunities, and Stop on Response.

18.3 Set the Contact Timezone.

• This helps the workflow send messages based on the contact’s local timezone.

18.4 Click the Builder tab.

• You will return to the Stale Opportunities workflow canvas.

• Turn on Publish and save your workflow.

19.1 Turn on the Publish toggle.

• The toggle will turn blue to show that it is active.

19.2 Click Save.

• The red dot on the Save button will disappear, confirming that your Stale Opportunities workflow has been saved.

A small setup error can send the wrong message to the wrong lead. That is why you should test the workflow before you use it with live deals. Check each trigger, filter, wait step, and message.

The best setup is often the simplest one. Use clear rules, short messages, and enough time for your sales rep to act first. This helps you manage Stale Opportunities without adding noise to your sales process.

Keep these tips in mind:

• Choose the stage where deals often stop moving.
• Use the Open status to block closed or won deals.
• Give the sales rep enough time to act first.
• Keep the email and text short and easy to answer.
• Test the workflow after each major change.
• Review the workflow as your sales process changes.

These steps help you avoid bad timing, missed deals, and unwanted follow-up. They also make the workflow easier for your team to trust and use.

This workflow gives you a simple way to deal with leads that go quiet. You do not need to check each deal by hand. GHL finds Stale Opportunities and starts the next step for you.

Your sales rep still gets the first chance to act. If the deal stays quiet, GHL sends the next message. This keeps the follow-up personal and helps you avoid missed leads.

This workflow can help you:

• Find Stale Opportunities before they sit too long.
• Give your sales rep a clear reason to follow up.
• Cut down on daily pipeline checks.
• Use the same process for each open deal.
• Keep follow-up clear and easy to track.
• Spend more time on active sales talks.

You can also use this setup in client accounts. Just change the pipeline, stage, wait time, and messages to match each sales process.

This workflow will not bring every quiet deal back. Some leads may no longer be ready to buy. Still, it gives you a clear way to catch Stale Opportunities before they get lost.

You should see a cleaner pipeline and fewer deals with no next step. Your sales reps will also know when to act. That makes follow-up easier to track.

You may see results such as:

• Fewer Stale Opportunities left in the pipeline.
• Faster follow-up from your sales team.
• More replies from quiet leads.
• Less time spent checking deals by hand.
• Clearer ownership of each open deal.
• A more steady sales process for your team.

The real win is not just more replies. It is having a clear process your team can use each day. You will know which deals need help and what should happen next.

You may have a few questions before you use this workflow with live deals. These answers cover the main setup choices, common limits, and key settings for Stale Opportunities in GHL.

Stale Opportunities are easy to miss when your team gets busy. This workflow helps you spot quiet deals and act before they sit too long.

Your sales rep gets the first chance to follow up. If the deal stays quiet, GHL sends an email and text. You keep the process clear without adding more work to your day.

Use this setup as a base, then change the wait time and messages to fit your sales process. Set up the workflow in your GHL account today and give every open deal a clear next step.