Adding 'Opportunities' icon to Contacts Right Column View
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Rich Warren
It would be nice to have the ability to quickly update opportunities stages from the contacts view. Or changing that right column to be similar to the side bar in the conversations tab.
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S
Steve Gubb
Opportunities in the contact section are painful. Introduce a tabbed view categorised by stage, such as "All," "Open," "Won," and "Lost. " Integrate a filter option for quick access based on criteria like stage or date.
The design maybe resemble the GHL Inbox on the right side for more straightforward navigation currently, its really a mess (sorry)
Incorporate search and sort options, including the ability to sort by date, value, or stage, and add an edit feature for modifying opportunity details directly from contacts. Use visual indicators, such as color coding, to highlight priority levels and time-sensitive tags. effectively
These improvements will streamline navigation and filtering, clearly distinguish opportunities, enable efficient workflows etc.
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Edison Lopez
Absolutely. Opportunities should be placed with all the other "Objects" (Appointments, Notes, Tasks) etc. These are things people need to referance often.
Rather than all the way at the bottom left panel with automations and tags. (not referenced as often)
P.S A dev might say it is already cramped there, but a dropdown arrow could always be added to fit everything.
P
Pallavi Kothari
Merged in a post:
Opportunity ICON in top Right of Contact View
N
Nate Woodbury
Changing the location of Opportunities when viewing a Contact.
I made a short screen-capture video showing the problem and my proposal. Thanks.
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Shawn Moser
Yes please. Some things are in right side bar and some, like opportunities and tags, have to scroll to bottom of left side bar.