Opportunities Smart List
in progress
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Artimos Khoury
We need Opportunities smart list, it's becoming cumbersome for our clients to manage more than 100 leads per pipelines without a simple smart list to use like in contacts
It's been almost a year since they placed the "coming soon" label to that!
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Pallavi Kothari
I’m working on improving how Opportunity views work in HighLevel (filters, pipelines, and layouts), and before we lock anything in, I want to sanity-check a few open questions with customers who actively use pipelines.
If you’re open to it, please grab time here: https://speakwith.us/pallavi
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Pallavi Kothari
marked this post as
in progress
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Pallavi Kothari
Merged in a post:
Smart Lists for Opportunities has been showing coming soon for more than a year.
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Brandon Beaudoin
When will this feature finally be available? This is a MUST HAVE!
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Pallavi Kothari
Merged in a post:
Smart lists for Opportunities (We have been waiting for close to 2 years now)
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Daniel Ndaya
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Ian Moore
Desperately waiting for this Pallavi, any idea when this will be deployed?
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Pallavi Kothari
marked this post as
planned
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Cameron Arsenault
Pallavi Kothari Woohoo!!
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Keith Besherse
Wonderful Pallavi Kothari Thank You!
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Davit Kikvadze
Pallavi Kothari We need a filter by stage and by lost reason.
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Brandon Beaudoin
Pallavi Kothari We need to be able to sort by an opportunity's custom field! Allow users to treat custom fields with numbers and dates differently than just text.
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Sean Goerss
Pallavi Kothari is this going to allow us to run Bulk Actions off of the Opportunities Smart List? we sorely need this for many clients. thx.
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Pallavi Kothari
Sean Goerss Hi!
You would be able to select all opportunities in a smartlist and run bulk actions on them similar to how it works for contacts today.
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Pallavi Kothari
Brandon Beaudoin This is noted and added to the roadmap. Can you please upvote here - https://ideas.gohighlevel.com/opportunities/p/sorting-opportunities-using-custom-fields
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Pallavi Kothari
Davit Kikvadze This is noted and added to the roadmap. Can you please upvote here
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Daniel Aragon
Pallavi Kothari Hi Pallavi,
Could you please add an 'IS NOT' (or negative logic) option to the Smart Tags filters in the Opportunities tab?
Currently, I can addd SMART TAG to opportunities that have been updated in the last 3 or 7 days. This is redundant because I can already see active leads easily.
What I really need is to add SMART TAGS for stale opportunities (e.g., leads that have NOT had any follow-up or updates in the last 3 or 7 days). Adding this filter is crucial for quality control and ensuring no leads fall through the cracks.
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Tanner Blais
Pallavi Kothari please please please make sure it allows a permanent save setting. We have to resave the pipeline view every day and it’s extremely combersome.
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Esteban Mendez
Also we need to filter by smart tag
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Ahmed Sarosh
well said
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Pallavi Kothari
marked this post as
under review
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Vit Muller
It'd be great if opportunities automatically showed how long they've been sitting in a particular stage.
E.g. 3d 3h
And than being able to filter based on which opportunities have been there longest with ability to perhaps even colour code them differently.
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Lydia Taggart
Vit Muller that's a great useful idea! That would potentially keep our sales from getting lost because they get too old.
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Vit Muller
Lydia Taggart Pallavi Kothari
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Pallavi Kothari
I’m working on improving how Opportunity views work in HighLevel (filters, pipelines, and layouts), and before we lock anything in, I want to sanity-check a few open questions with customers who actively use pipelines.
If you’re open to it, please grab time here: https://speakwith.us/pallavi
J
Jess Buxton
Hi Pallavi Kothari , I don’t have much crossover time with your calendar, but when you are reviewing opportunities can you please ensure we are able to save the custom fields shown on the opportunity cards as a view. Currently these are not saved and must be constantly re-selected, which causes many of our locations to stop using them. Thank you
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Carissa Bennett
Pallavi Kothari I’m booked, see you next week 🙏�
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Lydia Taggart
Pallavi Kothari I have scheduled for next Monday. Thank you! I really hope we can get the opportunities and their fields to be linked with contracts and not only tied to contacts.
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Tony King
Pallavi Kothari I would love to, but unfortunately our time zones dont match up.
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Pallavi Kothari
Merged in a post:
Add custom fields to the smart list filter
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Josh Miller
Using smart list we can only create filters using tags and Pipeline status. Would like the ability to create smartlist based on custom fields.
HIGHLVL-I-1354
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