On the opportunities card can the 'source' field be a customizable pull down list?
D
Debbie Lawson
Clients have requested this field be a pull down option (to avoid spelling issues & different source descriptions other than those they want to be used)
HIGHLVL-I-4597
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J
Jennifer Giannosa
We really need this. My client who uses the system with a team of 7 users all day err day has issues with people typing misspellings and alternate spellings of opportunity/contact sources which is making reporting impossible. ADMIN SHOULD BE ABLE TO CONTROL THIS FIELD by adding dropdowns to select from a limited list this should not be AN OPEN TEXT FIELD.
Canny AI
Merged in a post:
Make Opportunity Source a Dropdown
N
Natan Egosi
Make Opportunity Source a Dropdown so that people adding new opportunities can sort by source and do analysis
S
Steve Gubb
i thought this was being planned elsewhere
I
Isaac Danna
I need this so bad. Typing the wrong word or adding a letter is completely throwing off the sources.
M
Michael Angrave
Please can this be added. For a large part of my lead tracking, this is added automatically, but when opportunities are created by clients, they need to remember the exact terminology used to keep reporting consistent. The reality is they either forget to add it, or add anything randomly.
Please can we:
a) Allow this to be a dropdown with editable values
b) Have the option to make it a mandatory field when adding opportunities via the GHL interface
M
Matt Hosch
+1, this would make source attribution much easier!
R
Roger Line
Completely support the importance of this request. Infact I feel it is that important, I am going to stay on holiday until it is resolved.
Q
Quinn C Kampf
Has this been resolved yet?
D
Darren McEwan
Would also like this feature. we were going in today to change it but saw that it was grayed out.
A
Andy Rong
Please!
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