Add a Dynamic Values to Opportunity Lead Value
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Tracy Wittenkeller
Hello HL Community!I just posted an idea and I'm asking you to vote it up because I think it will be very beneficial for tracking and more.Currently, Opportunity Lead Value is static. And this works if you are placing the same value on each lead.But what if your leads are making purchases of different amounts and you want to add/track each transaction amount as the lead value? So if someone makes a $10 purchase you can add them to a different campaign than someone who spends $50. Lightbulb!For example, we created an app that allows people to donate to memorial fundraiser when a friend and loved-one passes. When someone wants to help the family, they can make a monetary donation so the family can decide how best to use it instead of wasting $ on flowers or food that doesn't last.We created a custom value that saves each donation amount to the donor's contact information. However, we want to add the donation amount to each Successful Donation Opportunity Lead Value so we can track it easier and do more with that information...like add people to specific campaigns, based on their donation amount.I'm sure many HighLevel-ers could benefit from this.Please vote this idea up!
HIGHLVL-I-3218
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Frank Obregon
this is completed for opportunity value, but still lacking in numeric or monetary custom opportunity fields:
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Felipe da Power
This is a must! If a client (opportunity) buy again in the future. We can not track in the system! It should have the option to set all purchases individually! And whenever we filter by date, the total amount should be filtered as well according to the date of purchase!
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Mika Perrin
This would be super helpful! I'm actually surprised it's not available yet since it's pretty standard for most platforms that host product sales. I just want to know the actual lead value for a customer as they move through my pipeline and buy different products we offer along the way.
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Paul Brewer
Please add this. As well as widgets that can pull in data from multiple custom fields to be math functions.
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Pallavi Kothari
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Pallavi Kothari
Merged in a post:
Opportunity custom field math operation
Calculate and display Opportunity Value based on math operations applied to Opportunity Custom Fields in Workflows.
Example 1: Project has 3 components - labor, material, overhead. Calculate and display Cost. Subtract Cost from Price. Display Price and Margin.
Example 2: Opportunity has several products. Add all the products together with a Math Operation to update Opportunity Value.
Example 3: Opportunity has a particular value assigned by Workflow. Then an If/Then checks for a certain tag in the contact record. If that tag is present a discount or premium is applied to Opportunity Value for reporting and also updates an Opportunity Price Custom Field before sending the Proposal/Estimate.
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Andy Rong
Dont even know how this is not possible yet
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Andy Rong
Please!
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Tim Downs
This. Workflows allow you to manually set a custom Opportunity value, but not add one from another field or calculation. I'm trying to add cost and profit to the opportunity (saved in a custom contact field) which I seem to have to manually do at present.
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Tim Downs
These Opportunity fields are numeric (monetary), however I cannot see how I can update these dynamically or through a calculation. The Math operation only seems to target Contact fields. I'd appreciate any info you have on this if it is possible. Thanks.
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Tim Downs
A Zoom would be appreciated when you have time. My values are saved in custom fields against the contact, but the create/update opportunity is not letting me select those. My only option is to enter a manually typed number. Im probably missing something. So a call would be appreciated when possible. Thanks.
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Tim Downs
Thanks for the response. This is what i am doing. Ill try with a numeric field instead of monetary and see if it makes any difference. Ill feed back tomorrow on that.
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Tim Downs
I've given this a go with a purely numeric field. I still cannot set the opportunity custom fields to stored contact fields, I don't see the little "tag" icon against the opportunity custom fields which lets you select stored values. I may be missing something? To confirm values are already stored against contact custom fields via math operations. If assigning these to the opportunity is possible and I am missing something you know how to do. I'd appreciate a quick zoom when you do have time! Cheers
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Keith Besherse
Tim Downs: THAT is the point of this feature request or feature enhancement (which ever it is, I am not sure of the definitional difference).
You cannot access Opportunity Custom Fields (only Contact Custom Fields) from the Math Operation action.
The work around is: you have to create 2 custom fields (one in the Contact record and one in the Opportunity record). You do the math operation using the Contact Custom Fields then do a Create/Update Opportunity to update the Opportunity Value field of the Opportunity card from the Contact Custom Field.
Your screenshot doesn't show enough for me to be sure what to tell you to click on.
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Tim Downs
Keith Besherse: Keith, thanks again for your time and response. I am trying to do just as you describe, i.e. i have custom fields on the contact which are being updated by math operations. I then have custom fields on the opportunity, but i am failing to see how i can update the opportunity custom field from the contact custom field. Im not getting the option to choose any contact custom fields or custom values to assign to the opportunity custom field. It seems it can be done via API, so the ability is there under the hood, i just can't see how on the automation gui.
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Tim Downs
Keith Besherse: Keith, thanks for all your assistance. I have sorted it out finally. A misunderstanding on my side i think. My opportunity custom fields were monetary or numeric and i couldnt write to them. Ive trashed those out and recreated them as text fields and i can now map in the contact custom fields i need. Thankd again.
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Justin Coomber
Do you know of how to update when a customer pays an invoice? I've added the trigger as invoice paid, then updated a custom value with the invoice total amount, then do a math problem of taking the custom contact field and adding the amount that was in the custom value to whatever was in the contact field. Then just updating the opportunity with the contact field amount.
The problem is though when it updates the custom field with the invoice amount it adds the currency sign before it and this makes it not possible for the math step to then work, it can only be numbers.
Really cant find a way around this other than Zapier or API which I really don't want to do.
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Keith Besherse
Varun Vairavan, Justin has described the technical issue very well!
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