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.

Can you please add a field for the Opportunity Creation Date?

Visually being able to see an opportunity rotting helps get on top of clients and ensure tasks are complete.

I want to add 15-20 smart tag in the pipeline. But they allow only 10 smart tags. So, increase the limit. Screenshot: https://prnt.sc/0w70INjzfPMK

right now we can add custom fields to the opportunity card, but we cannon reorder where they are displayed. We can only place them in a specific order at the bottom of the opportunity. I need to be able to create an opportunity "substage" directly next to or below the Opportunity stage...Currently that is not possible.

Restrict user from deleting opportunities. Add this on the permissions

Right now forms data is added at the contact level. I'd like a way to have this at the opportunity level where data collected is specific to that one opportunity and not attached to the contact.

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

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.

Home service businesses need more than pipelines and tasks. Right now we patch things together with custom fields, notes, tags, and external tools. It works, but it is not clean. Trades need native job management inside the opportunity itself. Here is what would move the needle: Core Job Profit Tracking Inside Opportunities • Materials tracking with cost price, markup, supplier • Labour tracking with hours per staff member • Internal cost per hour linked to payroll rates • Subcontractor costs • Automatic gross profit per job • Automatic net profit per job • Live margin percentage displayed inside the opportunity If this lived natively inside an opportunity, you would give every home services business a reason to switch. What we currently have to manage externally • Stock and inventory • Materials used per job • Labour hours per job • True cost versus quoted price • Real job margin Softwares like Tradeify and Jobber win here because they show real job profitability at a glance. If GHL added: • A Job Costing tab inside Opportunities • Line items for materials and labour • Auto calculation of profit • Export to QuickBooks with cost breakdown • Dashboard view of total profit per pipeline stage You would own the trade market. Secondary Opportunity Professional services also need structured onboarding inside opportunities. Examples: • Law firms needing KYC checklists • Finance firms needing compliance tracking • Service businesses needing structured onboarding stages A templated onboarding module inside Opportunities would solve this. But the biggest win is clear. Build native job profit and job management for trades inside Opportunities. If you do that, GHL becomes the only CRM a home services company needs. Marketing. Sales. Operations. Profit tracking. All in one place. That is the gap.