CRM

Final critical gap for today's GHL reality check series: We cannot filter opportunities by pipeline stage. Let that sink in. THE ABSURDITY: We build sophisticated sales funnels, create detailed pipeline stages, then... cannot filter or view opportunities BY THOSE STAGES. This is CRM fundamentals 101. DAILY OPERATIONAL CHAOS: Sales managers cannot view "Proposal Sent" opportunities across all deals Team meetings require manual pipeline reviews instead of filtered views Performance tracking becomes archaeological excavation through individual records Pipeline forecasting requires spreadsheet exports because native filtering doesn't exist COMPETITIVE EMBARRASSMENT: HubSpot: Pipeline stage filtering since 2010 vTiger: Basic dropdown filtering by any custom field Salesforce: Multi-dimensional pipeline analysis GHL: "Please scroll through everything manually" CLIENT MEETING REALITY: "Show me all deals in negotiation stage" Consultant frantically clicking through individual opportunities "Your CRM doesn't have stage filtering?" BUSINESS IMPACT: Sales velocity analysis: IMPOSSIBLE Stage-specific automation triggers: LIMITED Team performance by pipeline position: MANUAL CALCULATION Revenue forecasting accuracy: COMPROMISED THE CONSULTANT CREDIBILITY KILLER: We're positioning GHL as sophisticated sales automation while lacking basic pipeline visibility that every $50/month CRM provides as standard. GHL Product Team: This isn't feature creep - it's fundamental sales management functionality. How are we supposed to recommend "advanced pipeline management" without basic filtering capabilities? Bottom Line: We're asking enterprise clients to adopt stone-age pipeline visibility while paying premium pricing. Community - how are you managing pipeline analysis without this basic functionality?

HI! It would be very useful for those who work with expiration dates to insert the sorting by date of an event or deadline present in a customized field. Thanks

I want my custom columns on the Contacts page to stay permanent. At this time, HighLevel lets you customize which columns are visible for your current session and when exporting contacts. Still, it does not support saving a permanent default column view that stays after you log out or refresh the page.

Custom objects are a way to represent a relationship that your organization has with something that isn't one of HighLevel's standard objects. EXAMPLE: For a veterinarian's business we would be able to create a PET object. That object could have fields like owner, name, type, breed, etc. We would be able to associate multiple pets to one owner. We would also be able to associate calendar events (visits/checkups) to the Pet. ANOTHER EXAMPLE: Automobile Repair Shop. We would be able to create a CAR object. Fields like owner, make, model, year, color, etc. We would be able to associate multiple cars to an owner. We would be able to create an appointment and associate to a car. BONUS: The ability to trigger off of a custom object. Add custom objects to a pipeline, etc. BONUS: The ability to have the dynamic object fields available in emails, etc. I believe these features would push HighLevel past being a marketing platform and into a platform that can be customized for daily operations.

Allow users to highlight opportunities in a pipeline with different colors based on status, priority, or custom conditions. This would make it easier to visually track leads, deals, and tasks at a glance without relying solely on labels or filters.

It would be amazing if we could fully customize what we want to see in the "quick-view" opportunity card. Each company has their own requirements and necessities in terms of opportunity information. I've attached an example card (found from another use) with modified information on an opportunity card. Something similar to how we customize widgets so we can all see as much or as little information as we need. Having this ability customizable and specific to each pipeline (or all pipelines at once) would be even better!

For every opportunity, there should be multiple contacts that can be associated to it both as decision makers or simply others that need to be in the loop. For example, husband and wife decision makers, and their personal trainer, the nutritionist, etc communicated with at a click without having to go from the opportunity to the contact's info, look up the saved custom field and then searching for them in Contacts and sending a separate email or phone number.

Please, this would make the CRM MUCH more usable. Right now if there are tasks inside the GHL CRM, it would just show how many tasks. But that's not very useful if the tasks are due way into the future. I put a screenshot ( https://i.imgur.com/zadUyS1.png ) of another CRM which does this, and this makes a HUGE difference. If instead of seeing how many tasks like it is now, you only see when the latest task is due/overdue, and filter it by colour code, then this would make you able to look inside the pipeline and within one glance see which Opportunity needs to be actioned and when. Red - Overdue tasks Green - Tasks that are going to be due on the current day Grayed - Tasks that need to be actioned in the future As you can see in the screenshot, you can instantly see which Opportunity needs to be actioned (and when), and you can see which is a higher priority, all within one glance.

Right now when you change a tag name it is deleted from all workflows. Not good. The tag should stay and just assume the new name. If I want to delete a tag I'll delete. Your rename is acting like a delete/readd, not a rename.

User can choose what custom field would show first on 'Additional Information' as needed for their line of business. HIGHLVL-I-519