Sorting Custom Opportunity Fields
J
Jeff Henry
The ability to use the Opportunity Sort option on custom opportunity fields, such as custom dates, tags, or owners, would be highly beneficial. Currently, sorting is restricted and doesn't support sorting by our specified dates. This appears to be a straightforward enhancement, enabling all opportunity cards to be sorted by any chosen field on the list.
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P
Pallavi Kothari
Merged in a post:
Sort by custom fields on opportunity pipelines
M
Matthew Rogers
Currently on "opportunities", when you click on "sort", you can only sort your cards with the following fields available on Highlevel:
- Created On
- Updated On
- Last Stage Change Date
- Last Status Change Date
- Opportunity Name
- Stage
- Status
- Opportunity Source
- Opportunity Value
- Days since last stage change date
- Days since last status change date
- Days since last updated
However, it would be amazing if we could sort by our own custom fields.
For example, I created a custom field called "entry date", as I am doing a bulk import from Monday.com, and want to keep track of when those old leads were created.
Since all of those leads were imported into HL at the same time - I can't sort by "created on" or "updated on" - as they all show the same date.
That's why my "entry date" custom field is so important - and I'd love to be able to sort opportunities by custom fields. I'm sure other people will also find this feature very useful!
A
Ashlyn Seay
Agreed! We have a "due date" custom field and it would be extremely beneficial for us to be able to sort opportunities that way.