Opportunities & Pipelines

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.

Be able to add opportunity-only tags to an opportunity. that way a customer can have multiple opportunities in the pipeline at once and can move through the workflow without confusing one opportunity with another. Since tags are now connected only with the contact and not the opportunity.

I'd like to be able to assign contacts by role in the opportunity. For example, in a real estate transaction, we have: Buyer Seller Agent Title Transaction coordinators Etc I'd love to be able to have specific types so when we set up email templates or send documents, we can send those emails to specific parties in the transaction and when sending documents, you can assign signature blocks to the role instead of a specific person.

We appreciate the current Opportunities & Pipelines setup, but it feels limited to basic deal management. To truly support our workflows, we need it to evolve into a more robust project management board—similar to ClickUp—while still retaining CRM functionality. Below are the highlighted features we urgently require: Core Enhancements Needed Project assignment to multiple staff members Time tracking (manual and automatic) for staff Billing rates per staff member (internal admin view only) Support ticketing system integrated with opportunities for customer support Owner-view dashboard for better oversight Sharing controls for pipelines (e.g., restrict visibility to specific teams) Document storage or linking within opportunity cards Team & Workflow Management Ability to divide opportunity spaces by team (Support, Technical, Sales, etc.) Custom staff tags visible during assignment to clarify team ownership Full control over custom fields: decide which fields appear in which pipeline/opportunity card Ability to add temporary custom fields to opportunities without forcing global visibility Task & Automation Enhancements Staff view controls coupled with customer/staff tags More workflow triggers to automate opportunity and task management Enhanced task creation and tracking with triggers tied to date fields in opportunities Automatic task generation with expected dates when assigning opportunities Collaboration & Permissions Internal collaboration panel per opportunity for staff discussions Role-based permissions and tagging for customer-facing vs. internal staff interactions Summary: We need Opportunities & Pipelines to function as a hybrid CRM + project management tool. The DNA of ClickUp—multi-staff assignment, time tracking, billing, task automation, and collaboration—should be embedded into GHL’s pipeline system to make it a true end-to-end solution. Thank you for considering these enhancements. We believe these upgrades will significantly improve efficiency, collaboration, and customer support management.

Should be able to choose a product directly in the opportunities tab. This would be linked to the dollar amount.

There should be an option in Automations/Opportunities that allows you to set up a rule to pause an automation if the opportunity changes stages. Currently, there is the “Remove Workflow” feature, but, for example, if you have 50 automations and a new automation is created, you have to manually add that new automation to all 50 “Remove Workflow” rules. It’s more complicated this way. It might be in the same settings section

I’d love to suggest a few improvements that would significantly enhance workflow efficiency when managing leads within the Opportunities pipeline. Currently, communication and engagement tracking feel quite fragmented across different areas of the platform. Bringing more of this functionality into the Opportunities view would streamline follow up and improve usability. Key suggestions: • Ability to view and respond to emails and messages directly within the Opportunities stage, including full communication history, without needing to switch tabs • Bulk actions within Opportunities such as bulk select, bulk add notes, and bulk tagging to improve efficiency when managing multiple leads • A clear visual indicator (e.g. icon or flag) to show when a contact has opened or clicked emails, making it easier to prioritise warm leads at a glance • A consolidated view of email engagement data, allowing users to see all contacts who have opened, clicked, or not engaged, both collectively and individually These enhancements would make a meaningful difference for businesses managing multiple pipelines and high volumes of leads, helping to streamline workflows and improve follow up processes. Thanks so much for considering this feedback.

I would like the ability to duplicate the Opportunity object or create a second Opportunity style board for non sales workflows. I am aware that access can be limited by user permissions, but that is not the issue. Even users with access to multiple areas should still be able to view and manage this work as a separate object with its own pipelines. Opportunities works great for acquisition because it gives contact based cards, stages, pipelines, and workflow compatibility. But many businesses also need a separate board for current clients after the sale is complete. In my case, I need a separate current client pipeline for reservation requests and post sale onboarding. This work is not handled by the sales team. It is handled by a different division of the company. I do not want those interactions mixed into acquisition, but I still need the same contact card experience that Opportunities provides. The key requirement is that this second board must use contact cards just like Opportunities, so teams can visually manage current client workflow by contact, stage, and status. When the phone rings or a contact communicates with us, we should be able to place that contact into the appropriate object and pipeline based on the type of interaction. Sales related communication should go into Opportunities. Current client service, onboarding, and fulfillment related communication should go into a separate object with its own pipelines. A valuable improvement would be one of these: Allow duplicating the Opportunity object Allow custom objects to use the same board and pipeline system with contact cards Add a second native pipeline type for customer service, onboarding, and fulfillment workflows with contact cards This would make GHL much stronger as a true operating system, not just a sales pipeline tool.

Implement a feature that allows administrators to define conditional visibility rules for custom fields based on the lead's current pipeline stage. This will enable the system to dynamically display or hide specific custom fields, ensuring that relevant information is collected at the appropriate stages of the lead lifecycle. Problem Statement: Currently, custom fields are either always visible or always hidden, regardless of the lead's pipeline stage. This limitation results in: Data clutter: Users are presented with irrelevant custom fields during stages where the information is not required. Inefficient data collection: Critical information may be missed if it's not prompted at the right stage. Reduced user experience: Users may find the interface confusing or overwhelming with unnecessary fields.

It would be really nice to have a workflow trigger that fires when an opportunity is deleted. My clients pull phone calls directly into their pipeline. Some of these are robocalls. When they delete those opportunities, then I'd like to pull the contacts out of all workflows.