Create / Update / ""MOVE"" Opportunities
planned
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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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Rich Ribeiro
How about also adding an age indicator to the opp card?
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Pallavi Kothari
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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.
C
Christopher Neustedter
PLEASE make the UPDATE and MOVE automations separate!!!
We should be able to simply MOVE a Contact to another Pipeline or Pipeline Stage without having to Delete and Update every time.
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Michael Athens
preach!
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Pallavi Kothari
planned
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Clint Losch
Pallavi Kothari This is great to see. Thanks so much
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Jay Martin
Pallavi Kothari ETA on this?
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Billy Edmunds
Pallavi Kothari We'd love to get an ETA on this as well. We create deals and send them to vendors. Customers can have multiple opportunities and we receive webhooks back from those vendors stating the status of the job. We desperately need the ability to find opportunities and update them individually. Thanks
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Juan Platero
Hi all, I've developed a marketplace app for solving this issue by splitting Create/Move/Update in 3 different actions. I've tried with duplicated opportunities and it works good. I've done it using the GHL API v2.
Before launching officially, I was looking for some volunteers who would be opened to test it out for free.
If you are, simply send me an email to innexumtech@gmail.com
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Juan Platero
Forgot to mention, you can easily move opportunities between pipelines. You can move an opportunity from marketing pipeline to sales, etc
C
Clint Losch
Juan Platero Just emailed you!
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