Company as an Opportunity
M
Matthew Morales
I want to be able to make Companies opportunities, and be able to contact all those employees from the same company tabs.
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C
Cooper Stephenson
its also insane that this was first asked for in 2022, and it has taken over 4 years for a CRM such as gohighlevel to add in this basic feature.
C
Cooper Stephenson
this is much needed - for lots of agencies opportunites are directly tied to companies - not to contacts. Companies should be treated as actual items, not as free text fields - similar to contacts, you select a contact from a drop down menu. the company / business name field should also pull from the companies list. There needs to be clear structure of people > belonging to companies > opportunities are tied to companies, with a primary contact for the company for default communication
S
Sales & Marketing
Merged in a post:
The company can view all opportunities in all contacts of that company.
N
NEXTgroup Solution
Our customers sell B2B, and they have multiple opportunities for each contact in the same company. Therefore, the contact linked with the company or administrator needs to view all the opportunities.
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Pallavi Kothari
Hi Everyone,
As we start working on this epic - we would love to connect with you to understand exact flows where you might be facing difficulties in achieving the best experience on opportunities.
If you would be interested in sharing your feedback - please connect with us on https://speakwith.us/pallavi
P
Pascal Dörflinger
Pallavi Kothari Well for starters the company object should be expanded on to have much of the same features that contacts have with tweaks to send messages to all associated contacts and the likes.
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Pallavi Kothari
Pascal Dörflinger That is in progress - would love to understand more about the opportunity usecase particularly.
K
Kristi Smith
Pallavi Kothari Being able to use Companies for B2B businesses. Many times businesses have multiple decision makers so assigning the opportunity to only one contact is frustrating for our sales team, especially since we switched from Salesforce which handles Accounts/Companies beautifully.
P
Pallavi Kothari
Merged in a post:
Company Name Dropdown to Link Opportunity to Company: not just the name
C
Carlee Panylyk
Please add a tab to link the opportunity to a company name rather than just first and last
K
Keith Besherse
Ideas Board Finds: the company object, https://youtu.be/caBtHZT2Lxc
We have been asking since 2022 for the company object to have opportunities, custom fields, associations, triggers, and actions.
https://ideas.gohighlevel.com/company-object/p/company-hierarchy-parent-child-or-headquarters-branch
ADD:
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Nicole Brors (Biocanic)
This would be a game changer. It's extremely difficult to get accurate reporting and track our opportunities without this feature.
J
Joan Boluda Chova
Yes, and to be able to visualize the information to know at what point the conversation is with the company and its different decision makers, as well as to be able to use the information strategically between the different stakeholders
M
Mark Hoffman
This is the number one requested feature for Company Object, it's over three years old and not even a comment from GHL on it.
It's just crazy to me the company object is completely ignored in HighLevel while they release random ass features all the time.
F
Frankee Muryan
It's been close to 3 years and we're still waiting on this feature.
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