Filter Conversations by Pipeline
complete
N
Nathan Santana
It would be extremely helpful if we could filter leads in the Conversations section by Pipeline.
For example, in my agency, we manage lead generation for both Portuguese speaking and Spanish speaking audiences. Each of these audiences has its own pipeline.
If we could filter conversations by pipeline, our sales reps could easily identify which leads they can work with (based on language) even before the lead is assigned to someone.
This would make team organization and response time much more efficient.
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Sid Somani
updated the status to
complete
Sid Somani
We recently improved the filtering capabilities. Here is the changelog that provides all the details on this one: https://ideas.gohighlevel.com/changelog/conversations-expanded-filtering-capabilities
S
Sales & Marketing
Merged in a post:
Filter Converstation by Pipeline
B
Brett Vaughn Moon
Sometime I dont want to see all conversations just from a certain pipe stage. Please thank you
J
Jade Fickert
this is because there is an automatic filter applied to hide "won" so those opportunities are probably "won" - Please if this is under review make it an option and not automatic for the "won" filter to be on, this is essential. Please review my query here: Re: https://ideas.gohighlevel.com/ad-reporting-and-attribution/p/ability-to-turn-off-automatic-hide-won-filter-in-opportunities