Opportunities & Pipelines

Needs to be a way to turn off the ability to have a user see all pipelines. There should be an option for them to only see theirs. Not all companies share data and it can be confusing for users if they can see and even select other peoples pipelines

Currently, when a custom field is created for Opportunities in GHL, it appears across all pipelines. This creates unnecessary clutter and confusion—especially for teams managing multiple, distinct sales workflows (e.g., RFP pipelines, service sales, client onboarding, etc.). Feature Request: We need the ability to conditionally display custom Opportunity fields based on the pipeline they belong to. Ideally, this would be managed within the Pipeline or Custom Field settings, allowing users to toggle visibility for each field per pipeline. Use Case: For example, our RFP Pipeline requires custom fields like: RFP Source Submission Deadline Scoring Criteria PWin Estimate These fields are completely irrelevant to our other pipelines (e.g., retainer sales or support requests), but they still show up universally, causing clutter and user error. Benefits: Cleaner, more relevant pipeline experiences Increased usability and efficiency for teams managing multiple products/services Reduced training overhead and data entry mistakes Suggested Features: Visibility toggle for each custom field by pipeline Ability to group or categorize fields per pipeline Optional conditional logic for dynamic field display based on stage or field values This would make the CRM significantly more scalable for agencies, consultants, and firms managing varied sales motions.

It would be great to be able to assign a pipeline to a specific user, so that only that user could view and/or edit that pipeline.

Our company has 3 divisions. It would be a great help for user overload if you can restrict Which pipelines users can see.

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

Being able to clone/duplicate pipelines. Its a headache having to imitate pipelines when I am using it multiple times.

❌ Problem: Documents, Estimates, Invoices, Tasks, etc, are tied to Contacts, not Opportunities Today, Estimates, Documents, and Invoices are technically sent to a Contact, but in 95% of real use cases, they are meant for the Opportunity. Why does this not make sense: Opportunities are where the actual sales process happens, not at the contact level. Opportunity fields are useless when everything is Contact-focused. Using contact-level fields for Opportunities leads to awkward workarounds. Sales teams think in terms of deals/projects (Opportunities), not people (Contacts). We lose context and tracking when documents are tied to contacts instead of the opportunity they belong to. Data should still be accessible at the Contact level, but always tied to the right Opportunity. ✅ Suggested Solution: Make Opportunities the primary object for sending and managing documents, estimates, invoices, tasks, etc. And if this doesn't work for all users, offer it as a toggle setting. But this logic fits any lead-driven business. ➕ Make the opportunity as the main / default receiver of Estimates, Documents and Invoices. ➕ Add the ability to easily Send Estimate, Document, or Invoice directly from the Opportunity card. ➕ Allow switching between Contact-based and Opportunity-based workflows. ➕ Opportunity workflows would finally allow the intended use of Custom Opportunity Values. ➕ Add activity history in Opportunity view (similar to what we have in Contact conversations). 🔥 Project Management: Convert Opportunities to Projects (or Custom Objects?) An Opportunity is essentially a project before it becomes a signed contract/won opportunity. The platform should reflect this. I don't know how this would be done or how it would make sense for GHL's existing roadmap with Custom Object, but this would make sense on a structural level. ➕ Allowing for automatically creating projects on signed / Won. ➕ Link Opportunity fields to Custom Object fields. ➕ Link Opportunity tasks to Project tasks (or Custom Object tasks?). ➕ Now the Opportunity-based workflows become a project-based (or Custom object-based) workflow. 👉🏼 Please let me know if this does or doesn't make sense and why!

Within pipelines, we track the sales process and when we have multiple opportunity cards under the same stage, it is very difficult to visually see and prioritize which leads are the most time sensitive When using clickup and their pipeline feature, my sales team had the ability to drag, drop and reorder the opportunity cards within the same stage however they wanted The current 'sort' options in the pipelines don't work for us I would like our team to have the ability to sort the cards in whatever way they want. We should be able to reorder them in whatever way we want so we don't have to scroll and find them randomly

Now that we have a "list opportunities view it would be very helpful to be able to filter by Stage. Please fix this