Ability to Create Saved Filters / Smart Lists for Opportunities
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Billy Edmunds
We need the ability to create saved filters / smart lists for opportunities based on opportunity custom fields. Currently there are opportunity filters, but there is no way to save the filter. This would work similarly to the saved smart lists for contacts.
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Manpreet Singh
Billy Edmunds yes, also being the system so slow it always takes few seconds when we want to perform something. Please do something to improve overall speed of GHL. We moved few staff from clickup to ghl, but only due to speed they are not happy and requesting us to move back to clickup. Once thing clickup has is that you can show data in table format, group by various fields and makes your life so easy to see the data the way you want.
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Manpreet Singh
Hi GHL Team, Its required urgently otherwise its really hard to filter and work with multiple team members on the same pipeline as it wastes a lot of time... I can see it showing Coming Soon from like last 6 months. Thanks
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Billy Edmunds
Manpreet Singh Thank you for bumping this! It's said coming soon now for over a year and a half since list view was introduced, but saved filters for opportunities was suggested on here back in 2020! We desperately need this and the ability to filter off of stage. Agents are required to do certain tasks during certain stages. Without being able to filter by stage, there's no way to sort by date and no saved filters results in extremely redundant tasks. I've said it before and I'll say it again, the billion dollar opportunity for GHL is becoming a true CRM. They've gotten sooooooooo far, developed some amazing tools, and built a huge following. It's time to pivot from guru tools and AI to focusing on the shortcomings like this, the UI etc that prevent it from taking massive market share from the big boys.
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Sean Goerss
crazy we don't have this. and it says "coming soon!" in the pipeline view, for quite a while!
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Pallavi Kothari
Merged in a post:
Smartlist based off the opportunity list
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Fouad Shariff
One of the central component of HL is the opportunity list. We are constantly working the opportunity list, moving from lead to closed won and the frustrating part is that we can't segment this list. When smartlist was introduced last week I thought it would solve the problem. Unfortunately, the smartlist cannot create list based off of the opportunity list. This is a must have. Thank you
HIGHLVL-I-1133
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Billy Edmunds
It's been over a year since the "List View" came out for opportunities, however you still can't filter based on certain fields (ie stage), and we still can't create saved filters / smart lists. This is an absolute must, any idea if this will ever be implemented?
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Nikita Kovbasa
Yes!
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Pallavi Kothari
Merged in a post:
Smart lists
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Mike Nussbaumer
We need an option to save filtered views and also to view it as a list. Generaly speaking also on contacts not only opportunities. Take a look at close.com for example on this.
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Becki DeVall
This would be super helpful to be able to create a smartlist based off of more than just one opportunity stage. There should be and/or options to pull from more than one opportunity stage.