Ability to search by Opportunity Source
complete
F
Francis Rodino
The lead source reporting is inefficient and confusing, especially when you want to find those leads in the pipelines.
I'm suggesting:
- Ability to click on the lead source and shoe those opportunities in the pipeline
- Ability to search for opportunities by lead source.
Currently it's impossible to see all the leads in a pipeline by opportunity source, which makes reporting crazy difficult and inefficient
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P
Pallavi Kothari
complete
The ability to configure the fields that you would like to search upon and also search by opportunity source is now live. Do check this out: https://ideas.gohighlevel.com/changelog/configuring-searchable-fields-for-objects
N
Nikita Kovbasa
I can't believe that you can't filter opportunities in the opportunity tab by its source! I've created additional custom Fields source 2 to run all contacts through the workflow, so this field is the same as "contact source", now I have a filter in the opportunity tab, but still... It has to be the default feature
K
Keith Besherse
Search Opportunities by any field.
J
Jenni Wallace
Need lead source and opportunity sources to be defined list that is then a drop down in the opportunity card so we have consistency, but also to be able to search by the source.
C
Creag
I would also very much like to be able to do this please.
P
Pallavi Kothari
Merged in a post:
Filter the opportunities by source
N
Natalia Nogueira
When we have different lead sources, it would be great to be able to filter them on the oportunities session. This is important to understand what source is giving us better results.
P
Pallavi Kothari
under review
M
Maximilian Loose
This would help a lot, seems easy to implement
M
Mike Brown
Agree 100%, and would like to be able to filter by opportunity source in top right as well
M
Mike Smith
This would be a huge benefit.
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