HighLevel
Create
Roadmap
Opportunities & Pipelines
710
Changelog
Log in to your HighLevel account to give feedback
Powered by Canny

Opportunities & Pipelines

Category

Restrict Pipelines that users can see
Our company has 3 divisions. It would be a great help for user overload if you can restrict Which pipelines users can see.
69
·

under review

Show conversations on the opportunity card
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.
24
·

under review

Add entry payment + monthly payment
At the pipeline it would be great if it was possible to put the total amount due and the amount that was paid at signing the contract
2
·

under review

Powered by Canny