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!
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