Company View: See All Opportunities by Company
Y
Youssef Diouri
I propose adding a feature in GoHighLevel under the Company View that allows users to see all opportunities assigned to a specific company, regardless of the assigned contact.
Currently, opportunities are tied to individual contacts, which can make it challenging to get a holistic view of all deals related to a single company, especially when multiple contacts are involved.
Proposed Functionality:
1. Company-Level Opportunities Tab:
• Within the Company profile, add a dedicated tab or section displaying all opportunities linked to the company.
• This should include opportunities assigned to different contacts under the same company.
2. Details to Display:
• Opportunity Name
• Current Stage
• Assigned Contact (if applicable)
• Pipeline
• Value and Close Date
3. Benefits:
• Streamlines the sales process by providing a centralized view of all active and historical opportunities linked to a company.
• Improves team collaboration by eliminating the need to cross-reference multiple contacts within the CRM.
This feature would enhance efficiency for teams managing B2B accounts, where multiple contacts within the same company often share overlapping opportunities.
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