Opportunities & Pipelines

When a sales rep is manually moving a deal between stages, we often need to make sure that they're capturing certain data. So if they finish a sales call, we might want to know their confidence level, or the products/services they're interested in, etc. Here's an example of how it works in HubSpot: https://share.vidyard.com/watch/z9pfGzPc9umdQznYSRp1Wv ?. If you could recreate this type of functionality, that would be awesome.

Clients have asked about the ability for us to make certain fields required when creating an opportunity card

We can currently associate a custom object with an opportunity but that opportunity would have to be created elsewhere. It would be create to be able to create an opportunity right from a custom object workflow and associate them together.

We would love to see an improvement to the Opportunity Value feature for recurring clients. Currently, if a client pays every month, we have to manually update and calculate the total value of that customer over time. It would be much more useful if HighLevel could automatically track and accumulate payments. For example, inside an Opportunity, we could log each payment: July 5 – $200 August 5 – $200 September 5 – $250 HighLevel would then automatically calculate the customer's total lifetime value within that Opportunity (in this example, $650). It would also be helpful to have a simple payment history showing the payment date, amount, and optional notes or status (Paid, Pending, Overdue). This would eliminate manual calculations, provide a clearer picture of customer value, and make revenue tracking much easier for businesses with recurring monthly payments. We believe this feature would be extremely valuable for agencies, service providers, and subscription-based businesses.

Every calendar in high level is associated with the contact as the primary object, which it is necessary to have the contact part of the appointment for reminders and notifications, etc. However, when it comes to businesses that may have multiple opportunities for the same contact, for example: home service businesses, where one contact may have multiple properties or job addresses, high level has no way of booking/scheduling these "job opportunities". In this scenario, an appointment for a contact with multiple opportunities, shows up on every opportunity that contact belongs to. It is also almost impossible to update the correct opportunity from a booking that is meant for a particular job opportunity. For people in this situation, the only solution is to use third party booking systems and link the data through APIs/automations to connect it in high level. If there was an "opportunity calendar" where the booking/scheduling was primarily linked to the opportunity itself, instead of the contact, I think this would be a game changer for home service based businesses, or really any business that is trying to "schedule an opportunity" instead a "contact".

Allow standard Opportunity fields to be reordered and moved between folders, just like custom fields. This would enable businesses to organize the Opportunity detail view according to their workflow instead of being restricted by the default field order. Use Cases * Organize Opportunity fields to match the team’s sales or service workflow. * Place frequently used standard fields next to related custom fields. * Create a logical input sequence that reduces errors and improves efficiency. * Customize the Opportunity layout for different business processes without being constrained by the default field order. Current Limitations * Standard Opportunity fields are permanently fixed in the Details View folder. * Unlike custom fields, they cannot be reordered. * Standard fields also cannot be moved to other folders. * This forces users to work with an inefficient field layout that often does not match their process. * As more custom fields are added, the user experience becomes increasingly fragmented because related fields cannot be grouped together. Feature Request Standard Opportunity fields should behave exactly like custom fields with regard to layout management. Specifically: * Allow standard fields to be reordered within the Details View folder. * Allow standard fields to be moved between folders. * Allow custom and standard fields to be freely mixed within the same folder. * If a folder is deleted, automatically move all fields (both custom and standard) back into the default Details View folder, ensuring no data or field configuration is lost. This would create a consistent and intuitive field management experience while preserving a safe default location for all fields. Expected Benefits * Opportunity layouts can be optimized for real-world workflows. * Faster and more accurate data entry. * Better user experience for sales and service teams. * Consistent behavior between standard and custom fields. * Greater flexibility for agencies and SaaS businesses building custom CRM processes.

Add ability to use opportunity custom fields as we use contact custom fields. Use them to trigger automations, conditions in automations, math operations etc… also allow them to be variables used in email templates. Thanks!

It would be great if we can have different fields/custom fields display in different pipelines. For Example: If I have Residential/Commercial Clients. I would like to run two different pipelines; one for Residential & one for Commercial. However it's hard to judge, categorize, and organize a large Commercial clients by the same field parameters as a Residential Client & vise versa. If we can have certain fields within certain pipeline that would allow us to provide much more attentive to detail services for our customers.

Add the ability to the Find Opportunity action step of being able to filter by opportunities that are in any of a number of specified stages, or only find opportunities that are not in any of 2 or more specified stages

Currently there is only Open, Won, Lost and Abandoned. Need the ability to create custom Statuses such as Paused, Sold (instead of won), Canceled (when a contract is won but later canceled), etc. Our clients such as pool companies often have these statuses if the deal is in limbo, on hold for constructions requirements, etc.