Custom Fields for Opportunities
Adding custom fields for opportunities has numerous advantages. One being that 3rd party tools can report back transaction ids to demonstrate ROI.Another being that data collected during an opportunity is often only relevant to the opportunity/transaction itself and not the contact for the long term (ex: Onboarding data) HIGHLVL-I-1443
Input more region specific or custom listings for the Marketing Audit Report
Input more region specific or custom listings for the Marketing Audit Report and into the listings tracker. This is especially important for non-US based clients/locations.
*QUICK 3 MIN FIX not bug* Task Date Setting Mistake found
This is taking up so much time, making the opportunities task feature not useable. Real Simple, When you set a task through Opportunities you can only set a date. However if your task is to call someone back at 2pm Wednesday you need to go into the contact card then use that task feature cause that allows you to set a specific time. So I think this is just a simple the developer forgot to update the time selector for the opportunism card
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
Highlight Opportunities if they have unread messages
It would be good to have a way to highlight opportunities if they have unread messages so on pipeline view they can be dealt with first
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
Opportunity Notes - Remove Auto-Close Feature
Currently the opportunity window closes when a note is left. This is severely impacting our usability and efficiency with this product. Please remove this auto-close feature.
Lost Reason for Opportunities
Include a lost reason field on opportunities, that the client can populate with dropdown values. HIGHLVL-I-1047
Hide Landing Page Links in Activity from Subaccount Users
We would like to have landing page links hidden from our clients. They are currently able to click on them in the Activity column of the opportunity tiles. We want this to ensure our advertising remains proprietary to our businesses success. Our clients don't need that information. We are simply lead generators providing our customer with leads. We don't want to show them how we get the leads for them.