Company as an Opportunity
in progress
M
Matthew Morales
I want to be able to make Companies opportunities, and be able to contact all those employees from the same company tabs.
Log In
P
Pallavi Kothari
updated the status to
in progress
K
Keith Besherse
Pallavi Kothari thank you and Aayush Singhal + Sales & Marketing
A
Aayush Singhal
Merged in a post:
Company Pipeline
C
Cristian Droescher
We desperately need the ability to run companies through a pipeline instead of a contacts.
A
Aayush Singhal
Merged in a post:
Company View: See All Opportunities by Company
Y
Youssef Diouri
I propose adding a feature in GoHighLevel under the Company View that allows users to see all opportunities assigned to a specific company, regardless of the assigned contact.
Currently, opportunities are tied to individual contacts, which can make it challenging to get a holistic view of all deals related to a single company, especially when multiple contacts are involved.
Proposed Functionality:
1. Company-Level Opportunities Tab:
• Within the Company profile, add a dedicated tab or section displaying all opportunities linked to the company.
• This should include opportunities assigned to different contacts under the same company.
2. Details to Display:
• Opportunity Name
• Current Stage
• Assigned Contact (if applicable)
• Pipeline
• Value and Close Date
3. Benefits:
• Streamlines the sales process by providing a centralized view of all active and historical opportunities linked to a company.
• Improves team collaboration by eliminating the need to cross-reference multiple contacts within the CRM.
This feature would enhance efficiency for teams managing B2B accounts, where multiple contacts within the same company often share overlapping opportunities.
C
Cooper Stephenson
its also insane that this was first asked for in 2022, and it has taken over 4 years for a CRM such as gohighlevel to add in this basic feature.
C
Cooper Stephenson
this is much needed - for lots of agencies opportunites are directly tied to companies - not to contacts. Companies should be treated as actual items, not as free text fields - similar to contacts, you select a contact from a drop down menu. the company / business name field should also pull from the companies list. There needs to be clear structure of people > belonging to companies > opportunities are tied to companies, with a primary contact for the company for default communication
S
Sales & Marketing
Merged in a post:
The company can view all opportunities in all contacts of that company.
N
NEXTgroup Solution
Our customers sell B2B, and they have multiple opportunities for each contact in the same company. Therefore, the contact linked with the company or administrator needs to view all the opportunities.
P
Pallavi Kothari
Hi Everyone,
As we start working on this epic - we would love to connect with you to understand exact flows where you might be facing difficulties in achieving the best experience on opportunities.
If you would be interested in sharing your feedback - please connect with us on https://speakwith.us/pallavi
P
Pascal Dörflinger
Pallavi Kothari Well for starters the company object should be expanded on to have much of the same features that contacts have with tweaks to send messages to all associated contacts and the likes.
P
Pallavi Kothari
Pascal Dörflinger That is in progress - would love to understand more about the opportunity usecase particularly.
K
Kristi Smith
Pallavi Kothari Being able to use Companies for B2B businesses. Many times businesses have multiple decision makers so assigning the opportunity to only one contact is frustrating for our sales team, especially since we switched from Salesforce which handles Accounts/Companies beautifully.
J
Joan Boluda Chova
Pallavi Kothari I think would be useful to check how opportunities work on Hubspot, I think it is quite well organised
P
Pallavi Kothari
Merged in a post:
Company Name Dropdown to Link Opportunity to Company: not just the name
C
Carlee Panylyk
Please add a tab to link the opportunity to a company name rather than just first and last
K
Keith Besherse
Ideas Board Finds: the company object, https://youtu.be/caBtHZT2Lxc
We have been asking since 2022 for the company object to have opportunities, custom fields, associations, triggers, and actions.
https://ideas.gohighlevel.com/company-object/p/company-hierarchy-parent-child-or-headquarters-branch
ADD:
N
Nicole Brors
This would be a game changer. It's extremely difficult to get accurate reporting and track our opportunities without this feature.
Load More
→