Opportunities & Pipelines

Situation Currently, we can customize opportunity card fields and quick actions using the "Manage Fields" menu on the Pipeline screen. With just a few minutes of setup, each pipeline can have a clean, focused layout showing only what’s relevant (e.g., two different pipelines, two different card setups—see attached). Problem These settings are local to each user, can’t be set by admins, and reset anytime a user logs out or clears cookies (see attached example of the reset view). This forces us to manually adjust the settings on each user’s device to maintain clarity—an ongoing frustration. Solution Save "Manage Fields" settings at the pipeline level so they're consistent across users and don’t reset. Ideally, you could also define a Default Field and Quick Action View at the pipeline level—giving execs control over the default layout while still allowing users to make personal adjustments if needed. This would dramatically reduce friction and make multi-pipeline management far more scalable.

The current filters are great, but I noticed that the last update options only has options for "IS" within the date ranges below, with no option for "IS NOT". eg. filter all the opportunities that have not had a stage update in the last 7 days Typically, when I'm looking at a sales pipeline I want a quick toggle to show which opportunities HAVE NOT been actioned recently, not the ones that have.

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.

Customizing the card or the pipeline columns in list view should save globally. I went back n forth with support for two weeks just to find out it doesn't save by default. We thought it was a bug. It seems when you edit it, it should save globally for all users or at least even for yourself, but apparently it doesn't do that either. From developers: "Customization on the card is browser & system-specific. It is not saved in the backend so customization settings on one system won't be shown on other systems." This is useful for specific industries that always view a list/card a specific way. I'm not even able to do this for my clients by logging in as them! It won't work since it's just browser specific. There is also no indication of this in the UI, so it seems like a bug.

I am loving GHL - but it is painfully slow to navigate around. Is there anything we can do to get it to speed up?

Opportunities in GHL quickly become messy and unmanageable when using multiple Opportunity-type Custom Fields. Current folder behavior creates massive scroll bloat, forces irrelevant fields into every card, and slows down workflow for sales and service teams alike. This isn’t a small UX annoyance — it’s a structural flaw, and GHL should be red-flagging the fraq out of this issue with more intensity than two rabbits in mating season. Please fix ASAP. Related Idea: https://ideas.gohighlevel.com/opportunities/p/make-opportunities-make-sense-again GHL – Opportunity Custom Field UX Improvements MVP (Phase 1 – Quick Win) Collapsible Folder Section All Opportunity Custom Value Folders appear under a single collapsible “Custom Fields” section in the Opportunity Card. Default collapsed on load, with per-user remembered state (open or closed). “Expand All / Collapse All” button for fast toggling. Collapsing hides folder labels & all field rows from the DOM to improve scroll/load speed. Inline Field Search Search input at the top of the “Custom Fields” section. Filters live across all folders in that opportunity. Matches both field labels and values. Displays folder path in results (Folder > Subfolder > Field) so users know context. Pinned Fields Per-user ability to “pin” any Opportunity Custom Field. Pinned fields display in a “Quick Access” area above the main custom fields section in the Opp Card. Pins are user-specific and do not affect other users’ views. Core Improvements (Phase 2) Multi-Level Folder Support Support nested folders for Opportunity Custom Fields. Example: Job Assets > Photos > Final. Display as tree navigation or breadcrumb trail for clarity. Collapse/expand works at each level independently. Field & Folder Visibility Rules Admins can set folder/field visibility: Role-based (e.g., techs see only job site details, sales sees only pricing fields). Pipeline- or Stage-based (e.g., “Permit Number” shows only at “Pre-Install” stage). Hidden fields/folders do not render in the Opp Card but still retain stored values in the backend. Visibility rules editable in Settings > Custom Fields. Implementation Notes (Important for GHL Dev Team) This should only apply to “Opportunity” type custom fields — contact and company custom fields remain unchanged unless opted in. Folder structure & rules should be global, not per individual opportunity. Respect existing API behavior — any hidden field still returns via API unless explicitly filtered. Collapsible and pinned states should be stored in user preferences, not system-wide defaults.

I have a few clients that need all users to see a specific custom field on an opportunity card however admins do not have access to change other users opportunity card view. Please make this feature available for admins

With the new custom opportunity fields we can now see the standard opportunity field, but they non-editable. I'd like the ability to edit a few, specifically the "Status" field. Similar to how we can edit the "Contact Type" standard field. It would be very helpful if we could edit this field and change the names of the statuses. It would let us customize this feature to fit our individual clients needs. For example we could change Won to Closed, or Abandoned to Nurture.

I am integrating from another CRM/Pipeline management software because GoHighLevel is much more in depth with automations and integrations. However, because I have been in business for 5 years I want to also add in all of my previous closed opportunities so that I can compare data across months and years, not just new sales that I get while a part of GHL (payments happen outside of GHL) When I add old opportunities that are WON, the date that I add them is the date that they are won, completely messing up my data... Similarly, if a deal closes on 1/31 but doesn't get marked until 2/1, now the data for January and February are messed up.

When managing a sales pipeline, it's the opportunities section which needs to be tended to on an almost continuous basis. Whilst the 'Kanban' style is visually useful, not all opportunities in each stage will require 'immediate' management. For example if someone says, "Give me a shout in two months". For the purpose of manual follow-up work, you don't really want to see this opportunity again until the time it becomes due. Technically speaking, I know that we have tasks that could be used for this purpose, however, unless they are connected to an opportunity and can be filtered by the same stages in which the pipeline is, it makes them ineffective for efficient follow-up. --- Potential Solutions: --- 1) Adding core 'next action' functionality into the opportunities. 2) Adding the ability to better filter date-based opportunity custom fields e.g. 'next action' based on overdue, due today, etc, rather than just dates in the past. E.g. 'Last 7 days, Last 30 days, etc. BONUS #1: Also, saving these settings as SmartLists within opportunities would be very welcome. I assume this is coming given the 'coming soon' message in the app. BONUS #2: Allowing the date picker custom field type to include 'time' too.