Show conversations on the opportunity card
under review
Y
Yusuf Young
When we go through opportunities with our sales team, we usually look at the pipeline and open each opportunity we need to discuss. However, discussions suffer because we can't see which conversations have happened directly on the opportunity card. Instead, we have to load the contact to look at the conversations, then we have to go back to the pipeline to continue with the next opportunity.
It is very cumbersome. It would be much easier if we could see the conversations directly in the opportunity so we don't have to load the contact and go back every time.
Log In
J
Jared Alvarez
This!! Urgently, plz
E
Evelyn Millett
Absolutely need to have conversations within the opportunity card.
P
Pierre Megie
Yes this!! Pls
G
Gene Swarey
Like this idea! It would be a big help if it were added.
F
Felipe Martins Rodrigues
COPY HUBSPOT AT THE BUSINESS VISUALIZATION LEVEL.
THAT WOULD HELP A LOT
F
Felipe Martins Rodrigues
I completely agree!
B
Becca Ellison
Agreed, having to open multiple tabs is very inefficient. This would be a huge value add if possible to open up the conversations right there
A
Ashlyn Seay
Yes, yes, yes! Add in a little push notification on each opportunity card that has an unread message, and this would be gold!
W
William Webb
This is so needed: include in this feature:
-automations to allocate multiple followers per opportunity
-button on op card to view linked conversation & be able to filter sender, sort
-ability to switch to opportunity convo list in conversations
- reply to a convo thread in the opp card
-automation notifications to contacts in the thread as a trigger
-when creating an opportunity Automations to select the opp is a linked/unl
- ability in thread to tag a person in the thread
P
Pallavi Kothari
Hi Everyone,
We are reviewing this idea and would like to understand better how you would like to filter out opportunities in conversations.
Please block a time on our calendar for us to understand your requirements further: https://speakwith.us/pallavi
Thanks!
H
Houtan Hormozian
Pallavi Kothari - This would be great, possibly could solve this request as well https://ideas.gohighlevel.com/ad-reporting-and-attribution/p/share-contacts-not-conversation
Goal is to create a level privacy and hierarchy in the organization for users.
1) Creating organization hierarchy - in an example, if I give Assigned and/or follower access to an opportunity of a contact, as an "Owner" of contact, my general conversation are never visible to anyone else (unless I am giving direct access to a user of mine to that specific contact) but all conversation to the opportunity are visible to me as the owner and only to the individuals that are involved in that specific opportunity.
2) Assigning multiple opportunities that belong to the same contact either to same followers (users) or different followers
Y
Yusuf Young
Pallavi Kothari Nice, thanks Pallavi! I'd also like to highlight this, which is a dire dire need and has been for a long time :( Somewhat related, since we want to be able to do pretty much the same thing inside the Company object as well, not just in the opportunities: https://ideas.gohighlevel.com/company-object/p/company-object-custom-fields-and-workflows
S
Sertan Djelal
Pallavi Kothari please please please also add in the option to communicate/email additional contacts within an opportunity. Especially in the property/mortgage/events/entertainment sectors, we often have multiple contacts that messages/comms need to go to. Replies should be threaded when received from all parties too. 🙏
Load More
→