✅ Make Opportunities make sense again
I
Iver Aune
❌ Problem: Documents, Estimates, Invoices, Tasks, etc, are tied to Contacts, not Opportunities
Today, Estimates, Documents, and Invoices are technically sent to a Contact, but in 95% of real use cases, they are meant for the Opportunity.
Why does this not make sense:
- Opportunities are where the actual sales process happens, not at the contact level.
- Opportunity fields are useless when everything is Contact-focused. Using contact-level fields for Opportunities leads to awkward workarounds.
- Sales teams think in terms of deals/projects (Opportunities), not people (Contacts).
- We lose context and tracking when documents are tied to contacts instead of the opportunity they belong to.
Data should still be accessible at the Contact level, but always tied to the right Opportunity.
✅ Suggested Solution: Make Opportunities the primary object for sending and managing documents, estimates, invoices, tasks, etc.
And if this doesn't work for all users, offer it as a toggle setting. But this logic fits any lead-driven business.
➕ Make the opportunity as the main / default receiver of Estimates, Documents and Invoices.
➕ Add the ability to easily Send Estimate, Document, or Invoice directly from the Opportunity card.
➕ Allow switching between Contact-based and Opportunity-based workflows.
➕ Opportunity workflows would finally allow the intended use of Custom Opportunity Values.
➕ Add activity history in Opportunity view (similar to what we have in Contact conversations).
🔥 Project Management: Convert Opportunities to Projects (or Custom Objects?)
An Opportunity is essentially a project before it becomes a signed contract/won opportunity. The platform should reflect this.
I don't know how this would be done or how it would make sense for GHL's existing roadmap with Custom Object, but this would make sense on a structural level.
➕ Allowing for automatically creating projects on signed / Won.
➕ Link Opportunity fields to Custom Object fields.
➕ Link Opportunity tasks to Project tasks (or Custom Object tasks?).
➕ Now the Opportunity-based workflows become a project-based (or Custom object-based) workflow.
👉🏼 Please let me know if this does or doesn't make sense and why!
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S
Sales & Marketing
Merged in a post:
Link Existing Invoices & Estimates to Opportunities
B
Bryce Claudin
Currently, you can only create NEW estimates and invoices on opportunities.
If you create them from the contact view, they won't show up on the opportunity. Let's say you accidentally create an estimate from the contact view or the dedicated estimate section—you have no way of associating that estimate with an opportunity. While the contact view shows all associated estimates and invoices, there's no option to attach them to the opportunity after they're created. This forces you to always remember to create them directly on the opportunity.
Fix: Allow linking of invoices and estimates created from any view to the corresponding opportunity, or automatically show the estimates and invoices on the opportunity regardless of where they were created.
(P.S this also means it is NOT possible to create estimates from the mobile app. Currently, you can't even create an estimate from an opportunity. soooo)
S
Sales & Marketing
Merged in a post:
Better Link Between Opportunities / Products / Estimates & Contracts
M
Michael Angrave
I'm surprised at the lack of relationship between opportunities, products and estimates/contracts/invoices.
In the world of CRMs for sales pipeline management, an opportunity represents a potential deal. These are managed and progressed through stages of the pipeline. The opportunity is where the follow-up is tracked and the deal is worked. The opportunity should contain details of the products which are looking to be purchased (upfront and monthly values ideally), which builds a dynamic value for the opportunity.
Upon reaching the required stage of the pipeline, an opportunity should then be able to be easily converted into a linked estimate, contract or proposal.
Unless I'm missing something, it feels like these entities exist almost independently.
It would be really helpful to have this replicate the sales lifecycle.
S
Sales & Marketing
Merged in a post:
Add Products to Opportunity Cards
C
Corina NITU
the possibility to select the products that the customer is interested in but also the products that he purchased from the list of products and to be saved in the opportunity cards
S
Sales & Marketing
Merged in a post:
Add Products to Opportunity Cards
C
Corina NITU
the possibility to select the products that the customer is interested in but also the products that he purchased from the list of products and to be saved in the opportunity cards
S
Sales & Marketing
Merged in a post:
Add products to Opportunity
N
Nicola Torcutti
It would be great to add Products to an opportunity so in the future we can send invoices from opportunities. Pipedrive does it very good
M
Michael Angrave
I'm struggling to think of a more urgent feature than this right now across the whole of the product. This is incredibly well articulated. Could we prioritise this development please. :)
B
Bryce Claudin
Appointments should be associated with OPPORTUNITIES not contacts.
Upvote these too!
R
Rich Ribeiro
We definitely need this. HighLevel notice this!!!
A
Amir Omar
FACTS
It loks like GHL is taking steps in this direciton but for now we have to suffer with things being tied to the contact level which makes 0 sense
M
Matthew Wilson
this 100000%!
Opportunities and Pipelines are COMPLETELY underutilized in the GHL system. They could be a monday.com killer with just a few tweaks.
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