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Opportunities & Pipelines

Create Opportunities without a contact attached
In my business I operate as a middle man of sorts and the major issue I'm having with adapting GHL to my business is that once I get the lead to the end of my "Leads" pipeline and it becomes "won" it then becomes a product and/or opportunity in of itself and no longer needs to be connected to that person and/or company. But then would need to be connected to another person and or company at a later date.
2
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planned
Opportunities Scheduling; Not simply contact scheduling.
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.
28
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Enhancement
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planned
Use custom fields within smart tags label names
Currently, Smart tags Label name uses only static data. It would be helpful to allow custom field values to be shown in smart tags. An example use case is include a custom date field in the Smart Tag Label Name which with smart tag rules, can apply a colour to the date to indicate urgency similar to how conditional formatting works in a google sheet.
0
·
Enhancement
Last activity column to be added in opportunities
A Last Activity field is currently available within the Connections module but is not available in Opportunities. This enhancement was recently submitted to provide the same visibility within the Opportunities module.
0
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Enhancement
Show conversations on the opportunity card
When we go through opportunities with our sales team, we usually look at the pipeline and open each opportunity we need to discuss. However, discussions suffer because we can't see which conversations have happened directly on the opportunity card. Instead, we have to load the contact to look at the conversations, then we have to go back to the pipeline to continue with the next opportunity. It is very cumbersome. It would be much easier if we could see the conversations directly in the opportunity so we don't have to load the contact and go back every time.
45
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Enhancement
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in progress
Include Custom File Fields as Smart Tag Conditions
Custom file fields are currently not available as conditions when creating Smart Tags. We use Smart Tags to highlight missing information required at particular stages for our team, so being able to create a condition based on whether a required file has or has not been uploaded would be very useful.
1
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Enhancement
Include Lost Reason as a Smart Tag Condition
Lost Reason is currently not available as a condition when creating Smart Tags. We use Smart Tags to highlight missing information required at particular stages for our team.
0
Filter Opportunities by Lost Reason
Lost Reason is currently not available as an option when filtering opportunities. Please add Lost Reason as a filter option, as this is important for targeting and following up stale leads.
0
·
Enhancement
Link Contact documents to Opportunity
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.
1
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New Feature
Track Opportunity Close Date / Won Date (w/ ability to edit)
We need the ability to track (and edit) an Opportunity's close date (whether it's the date it's marked as Won, Abandoned, or Lost.) This is critical for pipeline reporting, sales commissions or bonuses, reporting on KPIs, calculating demo-to-close rate, etc. There are also plenty of use cases where there's the need not only to track the close date, but edit it: EDIT ABILITY USE CASE #1: Sometimes a deal is closed but the Opp isn't updated right away. Without the ability to edit the date, the close date could be wrong. EDIT ABILITY USE CASE #2: When migrating data from other systems or other "batch" situations where a bunch of historical Opp data is being inserted into HighLevel for recording keeping or reporting. EDIT ABILITY USE CASE #3: We had incorrectly setup a "Stage" for Won Opps vs keeping track of that in the "Status". We fixed that structural issue and updated all the Won Opps via the correct "Status". If close date was tracked and there was no way to edit, all the close dates would be wrong.
20
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Enhancement
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