Filter contacts by opportunity custom fields
Y
Yusuf Young
In the smartlists, we can only filter by Opportunity Age, Stage, Pipeline and Status.
We need the ability to filter contacts by any default or custom field in the opportunity.
Use case example: We have added a dropdown called "Product Type" in the opportunity. Now, we need to get all contacts who have opportunities with a certain product type.
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D
David Ruchman
I'd take this a step further and say that Smartlists should have any field that is related to a contact be filterable. Right now, we have to duplicate our effort by creating and editing a custom field, and then creating a tag so that we can create a smartlist based off of the tag. A good example is we track the industry that a contact belongs to. We have a custom field for this. If we want to send specific emails to specific contacts based on industry, we need to create a smartlist based off of the tag, not the custom field. Just seems repetitive.
B
Bryce McKinley
https://ideas.gohighlevel.com/smartlists/p/task-based-smart-list up vote this please and thank you
J
Jeff Henry
why is this not available yet smh, seems silly why we can't filter by a custom date field in opportunities
J
Jason Almine
We need this ASAP!!!
F
Felipe da Power
This is a must!!