Opportunity Tags
A
Amanda Nichols
Be able to add opportunity-only tags to an opportunity. that way a customer can have multiple opportunities in the pipeline at once and can move through the workflow without confusing one opportunity with another. Since tags are now connected only with the contact and not the opportunity.
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P
Pallavi Kothari
Merged in a post:
Add Labels and Automate Actions for Opportunities
J
John Perfidio
Have the ability to add customizable labels to opportunity cards for better organization and visibility. These labels would appear on top of the cards and could trigger automations whenever they are created. I’ve attached a screenshot with an example of what these labels look like, circled for reference.
P
Pallavi Kothari
Merged in a post:
Tags for Opportunities
J
JP Hogbin @ The Adviser Brand
Contact tags may be used for sources, workflows they are in, etc, but these don't necessarily have relevance when looking at the Opportunities board.There are instances where prospects are candidates for multiple services being offered together, so you would not be splitting them across different pipelines. It would be great to be able to display opportunity related tags, e.g. what type of service(s) are applicable for that opportunity. You could then filter opportunities by individual services within the same pipeline.Using the contact tags field for this would be messier than it needs to be.
HIGHLVL-I-4865
K
Kaleb Pushard
This would be EXTREMELY beneficial
P
Pallavi Kothari
We recently added smart tags for Opportunities via Labs.
Do check it out and let us know if this helps solve the issue.
O
Oumayma Abdelmaksoud
Pallavi Kothari I'm not able to find the option smart tags for Opportunities in my Pipelines, please help
R
Ryan Chatterton
Oumayma Abdelmaksoud This doesn't solve the issue if it's only visual. We want to be able to use Opportunity Tags to interact with Workflow Automations.
K
Katie Colihan
THIS THIS THIS THIS THIS. This needs to be separate. Adding a tag to one opportunity should not carry over to every other one unless explicitly chosen.
C
Chris Pope
104 upticks GHL - come on guys this one is CRM basics and more important than a lot of the bells and whistles you churn out every day!
Z
Zzupe Support
It defiantly should be separate, even when we close the tag access for users, they can access the tags from opportunities.
S
Simon Yeh
We'd love to be able to use tags on the opportunity to have a some kind of visualisation for urgent/non-urgent opportunities etc.
S
Steve Gubb
This is a must feature we are b2b and have multiple opportunities per company with often different contacts in the same company we moved from Pipedrive and we are finding GHL does not do this as a basic feature please get this done.
D
DELETE USER
this will definitely solve the multiple opportunities per contact use case - AND also once the opportunity tags and the "goal event" action can be tailored to opportunity based too. VERY USEFUL FEATUREs TO SORT OUT ASAP
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