Required Fields to Move Opportunity Stages
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Brian Pappalardo
When a sales rep is manually moving a deal between stages, we often need to make sure that they're capturing certain data. So if they finish a sales call, we might want to know their confidence level, or the products/services they're interested in, etc.
Here's an example of how it works in HubSpot: https://share.vidyard.com/watch/z9pfGzPc9umdQznYSRp1Wv?. If you could recreate this type of functionality, that would be awesome.
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P
Pallavi Kothari
Merged in a post:
Popup messages in the Pipelines triggered via workflows
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Sheikh Mishu
It would be really great if we could trigger a popup message in the pipeline with workflow.
I have pipelines where there are lots of automations based on stages change, there are few stages where an opportunity can not go if certain actions are not taken, my clients always make this mistake. So I would like to have a check and show a message which says why they can not move opportunity to a stage.
Real Use Case: One of my accountant client has to prepare tax documents out side of GHL then upload the document into GHL before sending an email to his clients with a link of the document, but often he forgets to upload the document and changes the stage to for example "Send Document", this sends an email to his client with an empty link. I can check if document was uploaded or not before send out the email but there is no way to let him know what was the mistake. It would be really helpful if I could show a popup when he moved the stage saying "Hey you have not uploaded the document, do that first", then they would know what went wrong.
This is a very simple illustration but I am sure there will be lot more complex scenario where a popup would be a great option. Thanks
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Jolene Wiggins
This is a much-needed feature. I am surprised that it does not exist already. Absolutely essential for ensuring data quality throughout the pipeline.
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Dev Prumo
Jolene Wiggins Agreed!
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Lukas Bruckmann
Would be awesome to have this
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Rodolfo Ayala
Ideal Series
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Curtis Padberg
This is hugely needed!
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Curtis Padberg
There are so many potential reporting benefits from this
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Curtis Padberg
alot of people are held back from using GHL for lack of this feature - you guys will add so many more users if you add this feature
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Curtis Padberg
can we get this implemented?
C
Curtis Padberg
This is a must have!
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Hannah Gutierrez
This is a must have!
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