Ability to customize opportunity card
Right now when you open opportunity you can only see specific fields such as opportunity name, source, lead value, etc. but I want to add my custom fields because it also helps a lot and we are not using the lead value field because we have a different way of determining the lead value
Enable the ability to change order of opportunity fields
This would be sooo helpful. There are custom fields that I create and and then in the future I think of more and want to set a specific order of those fields to make it easier for my team to fill out and not FORGET to fill out the important ones but it's hard because the most important ones that I think of later on are down at the bottom and I have no way to re-organize the opportunity fields. This can be done with the contact custom fields which is great! If we can have the same feature, that would be very helpful.
Opportunity Lost Reason Trigger
The ability to trigger off an Opportunity Lost reason. Different workflows for different reasons.
Allow Opportunity Notes
For contacts that have multiple opportunities, we need to be able to leave notes specifically for each opportunity rather than it being saved under the main contact notes section. It gets too messy when leaving notes for specific jobs related to the same contact. HIGHLVL-I-5531
Being able to clone/duplicate pipelines. Its a headache having to imitate pipelines when I am using it multiple times.
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.
List View of Opportunities
I have used Pipedrive for a long time, and I think you all could create a simple list view of Opportunities so that we can sort by "Task Due Date". That would make the pipeline much easier to work at a birds-eye level. Without this, we currently have to open each opportunity one by one and go to Tasks to find out when the follow up date is for the next action. Here are both views in Pipedrive.Pipeline View (Like ours now): https://www.screencast.com/t/uGt2qn1wmqTList View: https://www.screencast.com/t/XFsiLd7gPMSVBeing able to do custom columns in List View is very handy. Being able to do Bulk Edits via check box selection in list view is also very handy. But it would be great to at least start with being able to sort by task date. This might actually allow us to fully replace our current CRMs.Hope you will consider!Thank you!Cesar HIGHLVL-I-1715
Allow me to Order my Pipelines in Any Order
it appears right now the Order of the Pipelines is simply in the order they were created, when viewing them in the dropdown. Additionally, in the mobile app, it appears you're only given the open to view the most recent Pipeline created, not all the pipelines, and not a default or preferred pipeline. Please allow us to order and prioritize the pipelines in any order we choose, and add all pipelines to the mobile app, thanks! HIGHLVL-I-1366
Need Ability to Import CSV list of Opportunities from an old CRM into GHL's Opportunities and Contact List
When importing a CSV file of contacts for my client into their new GHL CRM we made, there is not an option to import opportunity name, opportunity status, lead value, or dates. Also, we need to be able to sort contacts by purchase history and then we could also select that as an option when importing the CSV file. It is a bit tough to try to persuade a client to change CRMs if it means they lose all of their old opportunity data or have to manually input everything one by one. The last upgrade I would suggest to help clients is to allow sources to saved as labels (like we do for tags). That way they can keep it uniform when filling in where the lead came from. Thanks for taking all of this into consideration! HIGHLVL-I-3443