Create / Update / ""MOVE"" Opportunities
in progress
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Ashley Harsveld
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-
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Steven Haye
Moving Opportunities between pipelines would also be HUGE.
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Pallavi Kothari
in progress
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Antoine Feghali
Pallavi Kothari this is a huge issue that will a lot of other problems !
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Dylan Stott
Pallavi Kothari
We may also need a "Find Opportunity" to be able to tie certain actions to a specific opportunity and then have automations trigger on said specific opportunity (e.g. "Find Opportunity -> Update Opportunity | With specific name such as Property Address"). This will allow you to specify which opportunity you need to update (Maybe using the opportunity Id).
Also we need the ability to trigger actions to happen when the lead is moved down the pipeline. Currently if you have multiple opportunities and try to update the record it will apply to both opportunities. If we can "find the opportunity" and then specifically "update that opportunity" that should fix the issue. (e.g. Pipeline Status Changed Trigger -> Find Opportunity Action -> Update Opportunity Action
As of this moment I can't use multiple opportunities for my clients repeat customers or customers that have multiple jobs. My clients have been repeatedly asking me to implement a solution.
I've been looking into 3rd party apps in the GHL marketplace. There is 2 listed that adds these features but it seems to have limited edibility (cant update opportunity fields). I'm worried that if I use these tools in combination with the OG HighLevel Opportuniy actions that I might come across the same issues.
Can anyone shed some light on these 3rd party apps or have an ETA on when this feature might become native in GHL?
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Carlos Alvarado
Dylan Stott I’m facing the same issue, and here’s how I’m managing it:
When an opportunity is created (and may need future updates), I immediately place it into an automation flow that waits for a specific event related to the contact. In my case, each opportunity (or case) has a 30-day window to be updated—otherwise, it will be automatically closed.
To handle this, I set the opportunity in a "wait" status within the automation, monitoring for a specific trigger tied to the contact. If this trigger occurs, the opportunity gets updated accordingly.
The key for me is using a case number as the reference. When an event occurs that updates the contact with the same case number, the automation recognizes this and updates the corresponding opportunity.
While it’s not a perfect solution, it helps me keep updates organized and ensures that changes are applied to the right opportunity.
Would love to hear if others have found more efficient workarounds or if there’s an update on when this feature might become native in GHL.
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Ajay Jain
When this will be done? I need this in automation to update the existing opportunity instead of creating the new opportunity, we should be able to CREATE OR UPDATE OR DELETE the opportunity in automation. I am waiting on this feature.
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Michael Kittinger
Update does move it to whatever stage you select. Only takes 1 step. Issue is when you want to move an opportunity from 1 pipeline to another. There's no way to do that. If you just use Create/Update Opportunity it creates a brand new opportunity because it's a separate pipeline. So then you have to Remove Opportunity but then your notes and things attached to that specific opportunity are gone.
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Rich Ribeiro
How about also adding an age indicator to the opp card?
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Alejandro Resto
Rich Ribeiro We need this! Something like https://ideas.gohighlevel.com/opportunities/p/deal-rotting-configuration
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Pallavi Kothari
Merged in a post:
separate crate and update opportunity
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Evan Luo
Could we have the ability to only create a new opportunity in automation instead of let the system decide to create or update? The update function sometime cause issues. Thank you!
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Jay Martin
Core Platform Sales & Marketing ETA on this, need this ASAP. We have condensed pipelines for simplicity and to break up the sales process.
This needs to be 3 separate things now especially with multiple opportunities being able to go through workflows
- Create
- Update
- Move
Would also like to be able to mark as won in one of my pipelines as lets say the lead gen team won it, it moved to the next pipeline, however all Won opportunities are combined and it skews the data for sales velocity etc. Can we get this separated out by pipeline?
For instance I want to track how many leads my lead gen team was able to "win" but its not actually a won opportunity in terms of sales and money. Anyway anyone knows how to fix this or add this into it?
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J C Sheffield
When is this actually planned to be released. I just wasted two days with reps that said this had already been implemented only to find out now that it's not.
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Rob Hole
This is related to this where you can find an opportunity then you can use it to find then UPDATE based on the triggered opportunity, these should be tied together: https://ideas.gohighlevel.com/automations/p/find-opportunity Pallavi Kothari ?
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Phillip Crawley
It's crazy how difficult this is to do! our pipeline has so many opportunities that when we open GHL in our browser it uses 1.6gb of memory.
We need a simple way to move an opportunity from one pipeline to another keeping all the opportunity details in tact.
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