Add a link for opportunity cards.
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Eldar Cohen
In many cases, we want to share an opportunity with a different team member, but since there is no direct link to the opportunity, we have to share the contact instead, which doesn’t take the person directly to the opportunity.
It would be very useful if each opportunity had a designated link that, when clicked, would take the user directly to that opportunity.
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P
Pallavi Kothari
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You can now copy the Opportunity's URL to share the same with others.
Thanks for all your feedback! :)
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Aidan Gangitano
Pallavi Kothari How do you find this? Is there a custom field for it?
I would like to be able to text/email my employees when there is a stage change to a file and also send them the URL so they can quickly click it to open the opportunity.
Please advise.
Thank you!
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Peter Stevens
Agree 100% on this.
We use a PRM to manage Partner Leads and pass these across to GHL using the API to create an Opportunity. At the moment we post a message back to the PRM saying that the Opportunity has been created, however it would be great if we could post a link to the Opportunity back to our PRM.
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Henry Herazo
100%, also meeting notes to a team member are impossible to add today on an opportunity.
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Kenny Butt
YEP!