Opportunities & Pipelines

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-

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

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.

We often have multiple opportunity cards for each customer on a regular basis. Having a unique opportunity card number for every opportunity card that we could then select when sending estimates, contracts, or invoices would allow better automation for the pipeline.

Making a scheduling connection between appointments and opportunities. Right now, the connection is between the appointment & the client, but in our niche of home service, a client can have several opportunities. Its limiting to not get the freedom to connect the opportunity to the appointment, it instead feels cut out.

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.

The idea of having a user assigned to an opportunity is a fairly new feature that i like but it doesn't do much. You can't bulk reassign, so if you lose an employee you have to build a workflow but then guess what, you can't reassign an opportunity. It would also be nice to do bulk actions from the pipeline like send emails or text messages... because you can't filter from the contacts screen based on opportunity fields.

The ability to color code opportunity cards based upon a filter would be useful. Specifically I'm thinking of color coding opportunities based upon time in a certain stage or other variables. Such as when a lead has been in a stage for more than a day or two it turns yellow or red to indicate urgency is needed in dealing with the opportunity/lead.

It would be fantastic for more options for opportunities dates rather than just "Date Created"If a lead fills in a form on a Sunday and an opportunity is created, but they get converted to a customer and won on a monday, they won't appear in this weeks report for opportunities closed won this week, as it was created in the last week.It also means that if an opportunity was created three weeks ago, and they move to a new pipeline stage this week, they won't appear in a report looking for people in that stageIt would be great to be able to create reports based on 1. State change date2. stage change date HIGHLVL-I-4038

Our company has 3 divisions. It would be a great help for user overload if you can restrict Which pipelines users can see.