✅ Add native transition from Won Opportunity to Custom Object
I
Iver Aune
For most lead-driven businesses, a Custom Object is essentially a Won / Signed Opportunity, whether it's a project, client agreement, onboarding process, or service delivery. But there's no native, seamless way to reflect this transition inside GoHighLevel.
Let's fix that.
Suggested improvements:
➕ Automatically (or with a single click) convert a Won Opportunity into a Custom Object.
➕ Link Opportunity fields with Custom Object fields. Map and sync relevant data from Opportunity to Custom Object without needing manual duplication or automation hacks.
➕ Switch from Opportunity-based workflow (much needed) to Custom Object-based workflow (in beta now). This would finally make Opportunity fields useful!
➕ Add activity history. Just like we have in the Contact Conversation view, we need activity timelines inside both Opportunities and Custom Objects. This ensures traceability and context. (Just let us move the activity between Opportunity, Custom Object and Contact-only = Main concern fixed.)
➕ Add Estimate, Document and Invoice history in Custom Object, like we seem to get in Opportunities now.
Log In
I
Iver Aune
Pallavi Kothari Q3? 🙏