Opportunities & Pipelines

When managing a sales pipeline, it's the opportunities section which needs to be tended to on an almost continuous basis. Whilst the 'Kanban' style is visually useful, not all opportunities in each stage will require 'immediate' management. For example if someone says, "Give me a shout in two months". For the purpose of manual follow-up work, you don't really want to see this opportunity again until the time it becomes due. Technically speaking, I know that we have tasks that could be used for this purpose, however, unless they are connected to an opportunity and can be filtered by the same stages in which the pipeline is, it makes them ineffective for efficient follow-up. --- Potential Solutions: --- 1) Adding core 'next action' functionality into the opportunities. 2) Adding the ability to better filter date-based opportunity custom fields e.g. 'next action' based on overdue, due today, etc, rather than just dates in the past. E.g. 'Last 7 days, Last 30 days, etc. BONUS #1: Also, saving these settings as SmartLists within opportunities would be very welcome. I assume this is coming given the 'coming soon' message in the app. BONUS #2: Allowing the date picker custom field type to include 'time' too.

There's an idea under review that would allow users to add files to Contacts/Opportunities, but it would be immensely helpful if those two could be linked. eg: for insurance agents, having the same insurance policy under contact and opportunity so they can access it from both sides without having to upload it twice. Or if anything, allow them to be linked in some way.

Very glad that we're now able to customize the opportunity cards. But one feature that would be extremely helpful for many of our workflows is a quick view of HOW OLD that opportunity currently is. We could have a filter for either: Since created Since last stage/pipeline change Since last updated Etc And choose between: Minutes Hours Days Etc Having a warning symbol or color after a user specific amount of time would also be great. Image for reference.

Is it possible to add a feature to assign tasks to specific opportunities and show them as a column in the task list? Currently, I have to switch between two screens to associate a task with an opportunity, which is an inefficient workflow.

For contacts that have multiple opportunities, we need to be able to leave notes specifically for each opportunity rather than it being saved under the main contact notes section. It gets too messy when leaving notes for specific jobs related to the same contact. HIGHLVL-I-5531

Dear HighLevel Team, We’d like to suggest a feature enhancement that would make HighLevel an even more valuable CRM for the construction industry. In construction, we often work with clients and contractors who have multiple ongoing projects. Currently, there’s a need to better manage these projects within the CRM so that each opportunity can operate independently as a “job” or “project” but still be linked to the primary contact as a parent. Here's the proposed functionality: Opportunities as Independent Projects: Each opportunity should have its own unique attributes, such as an individual address, specific documents, financials, and activities. This would allow us to treat each opportunity as a standalone project. Child-Parent Structure: Opportunities should be able to link back to a parent contact. This would enable us to view all projects related to a client or contractor under a single profile, keeping everything organized and easy to manage. Project-Specific Address & Documentation: Construction projects each have unique locations and require separate documentation. Having project-specific fields for addresses and documents would ensure that each opportunity remains distinct and streamlined. Financials by Project: Managing finances at the project level is critical, as each job has its own budget, payments, and invoicing. Enabling opportunities to handle separate financial data would make HighLevel more versatile for project-based billing. Activities Log for Each Project: Tracking activities (meetings, calls, updates) on a project level is essential to maintain oversight and ensure accurate reporting for each unique job. This feature would significantly enhance our workflow, allowing us to track and manage multiple projects for each client or contractor with greater precision. We’re confident that this addition would make HighLevel a powerful tool for construction companies and similar industries. Thank you for considering this feature request.

Surprising that this was not already a thing. Add the ability to have a automation that will take an opportunity and move it from X stage to Z stage. or simply move it to the next stage. Uses: Help you in dealing with 100s of leads without having to manually move them or create complicated workflows that are hanging on a thread. Able to add follow up workflows. IE you do an action, then it updates the stage for you. Saving you so much time. HOW TO MAKE THIS WORK? I would separate "Create" "Update" and "Move" into their own workflow actions/triggers. Unlocking so much more and giving confidence to users knowing THIS will update the thing THIS will Create a THING. Vrs Create/Update like what will it do? if you have Duplicate Opportunities allowed this just confuses things even more. Example how active campaign does it: https://help.activecampaign.com/hc/en-us/articles/115001928610-How-do-I-automatically-move-a-deal-from-one-stage-to-another-

Being able to clone/duplicate pipelines. Its a headache having to imitate pipelines when I am using it multiple times.

It’s necessary to add the ability to filter by Stage in the advanced filters of the Opportunities module.

When creating a pipeline stage in opportunity settings, a user should be able to select a color for that pipeline. This color will be used as background for the opportunity card for that specific pipeline.....sisomething like in the screenshot example.