Create / Update / ""MOVE"" Opportunities
under review
A
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-
M
Mike Smith
So needed!
M
Matthew Etline
Please - lets put this one on the fast track - it's crazy that you cannot do this now!!!!!!!
T
Troy Greenberg
I cannot believe that moving an opportunity through automation is not possible.... I need to re-think how to do what I am doing.... or switch to PipeDrive... ugh...
B
Billy Edmunds
Troy Greenberg I couldn't agree more. Unfortunately, that's why we still use Pipedrive. It's insane that you can't find and move specific opportunities via automation. You can use Pabbly to move or update specific opportunities by ID, but it doesn't have a search to find the required opportunity using the opportunity custom fields so it would have to be hacked together using a 3rd party table or excel spreadsheet. Hands down IMO this is the biggest shortcoming of GHL and their largest opportunity to acquire market share from competing CRMs.
B
Ben Vickers
Pallavi Kothari 150% needed! It all relies on the ability to select and take actions on any given individual opportunity.
D
David Thompson
This is so needed and I too am shocked that it does not already exist. Rationally, it's hard to understand how a simple task, such as updating a software's variable field (i.e., pipeline stage) cannot be automated. Something so simple but tremendously helpful for my agents to add a tag, for example, and see the opportunity in another stage rather than redundantly adding a tag and having to update the pipeline manually. Has anyone found a workaround to this use case?
B
Billy Edmunds
David Thompson Do you have multiple opportunities enabled? If you DON'T have multiple opportunities enabled, you can do this in a workflow since GHL makes the assumption that you only have one opportunity with the contacts details. If you have multiple opportunities enabled, you're out of luck as there is no way to specify which opportunity and ultimately just ends up duplicating the opportunity in a new stage :(
C
Corey Riddle
Yes this
P
Pallavi Kothari
under review
R
Rodolfo Rubio
Pallavi Kothari yessssssssssssssssssssssss
H
Harry Corbett
Can we still not move opportunities via workflow automation?
B
Billy Edmunds
Harry Corbett You can if you have multiple opportunities disabled, but it still all falls under the "Add / Update Opportunity". For businesses with multiple opportunities, there's no way to force the creation of a second opportunity or specify which opportunity gets moved through the Pipeline. Since you can only "Add / Update", if you attempt to create a second opportunity in the same stage and Pipeline it simply overwrites the data from the first opportunity. If you have multiple opportunities enabled and want to move an opportunity to a new stage, it creates a new duplicate opportunity instead of moving the existing one.
P
Pallavi Kothari
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