Need Ability to Import CSV list of Opportunities from an old CRM into GHL's Opportunities and Contact List
When importing a CSV file of contacts for my client into their new GHL CRM we made, there is not an option to import opportunity name, opportunity status, lead value, or dates. Also, we need to be able to sort contacts by purchase history and then we could also select that as an option when importing the CSV file. It is a bit tough to try to persuade a client to change CRMs if it means they lose all of their old opportunity data or have to manually input everything one by one. The last upgrade I would suggest to help clients is to allow sources to saved as labels (like we do for tags). That way they can keep it uniform when filling in where the lead came from. Thanks for taking all of this into consideration!