Assigning Multiple users to different Opportunities
when I create 2 different opportunities in different pipelines - I'm able to assign 2 different owners, but when I look at the opportunity.. the last updated owner gets assigned to both the opportunities. This appears to be by design but can we change this functionality. I want to be able to have multiple opportunities and assign them to different users. HIGHLVL-I-6679
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
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
Opportunity custom fields available to update via zapier
Need custom feilds for opportunities to be able to be updated via zapier
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
Allow Changing Order of Opportunity Folders
Currently there is no way to change the order of Opportunity Folders. This feature already exists for Contact folders (See how the little symbol that allows you to manipulate and drag and drop into place exists on the contact folders but not for opportunity folders?). Having this feature would allow us to prioritize more important folders at the top rather than defaulting to the order in which they are created!
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.
Being able to clone/duplicate pipelines. Its a headache having to imitate pipelines when I am using it multiple times.