I would like the ability to duplicate the Opportunity object or create a second Opportunity style board for non sales workflows.
I am aware that access can be limited by user permissions, but that is not the issue. Even users with access to multiple areas should still be able to view and manage this work as a separate object with its own pipelines.
Opportunities works great for acquisition because it gives contact based cards, stages, pipelines, and workflow compatibility. But many businesses also need a separate board for current clients after the sale is complete.
In my case, I need a separate current client pipeline for reservation requests and post sale onboarding. This work is not handled by the sales team. It is handled by a different division of the company. I do not want those interactions mixed into acquisition, but I still need the same contact card experience that Opportunities provides.
The key requirement is that this second board must use contact cards just like Opportunities, so teams can visually manage current client workflow by contact, stage, and status.
When the phone rings or a contact communicates with us, we should be able to place that contact into the appropriate object and pipeline based on the type of interaction. Sales related communication should go into Opportunities. Current client service, onboarding, and fulfillment related communication should go into a separate object with its own pipelines.
A valuable improvement would be one of these:
  1. Allow duplicating the Opportunity object
  2. Allow custom objects to use the same board and pipeline system with contact cards
  3. Add a second native pipeline type for customer service, onboarding, and fulfillment workflows with contact cards
This would make GHL much stronger as a true operating system, not just a sales pipeline tool.