Allow Opportunity Notes
planned
D
Drew Kramer
For contacts that have multiple opportunities, we need to be able to leave notes specifically for each opportunity rather than it being saved under the main contact notes section. It gets too messy when leaving notes for specific jobs related to the same contact.
HIGHLVL-I-5531
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R
Rich Ribeiro
How about also adding an age indicator to the opp card?
E
Edison Lopez
Please please allow each object ( contacts, opportunities, appointments) to have their own respective notes. It is vitallly important to decipher what each note is referencing.
J
Jay Martin
Can we also have previous notes still show in both the opportunity and the contact when creating the new one. A lot of people will reference information from previous notes or comments posted. Hiding them makes that difficult
J
Jay Fisher
I need this asap! I am trying to sell a major franchise (400 locations) and this was the deal breaker! They simply couldn't get past that the notes followed the contact instead of the opportunity. The notes--are about the opportunity--they should be attached to the opportunity and be viewable as opportunity notes...same with conversations about the opportunity. The logic as it is now might make sense, but I am missing it. Notes and Conversations about the opportunity should be part of the opportunity--that's where they are needed for reference. As it sits now, if you are a manager wanting to follow up on a lead/contact that has multiple opportunities it will take significant time and be a huge headache to decipher notes and conversations that are applicable to the specific opportunity. I am having my team build a solution in MondayCRM specific for this prospect. I really want everything in GHL...for SO MANY REASONS....but can't do it as it is today.
L
Larry Busch
Would be great to have Conversation AI be able to take a recording of a sales call (call recorded in GHL), create a note summary like Fathom does and put that in the opportunity notes.
P
Pallavi Kothari
planned
D
Derek Fox
Pallavi Kothari Thank you please sooner than later seems like an easy setup let's go. We ask need sub task for opportunities and due dates.
T
Tony Phan
Pallavi Kothari Awesome, there are definitely more opportunities associated with one contact.
T
Tony Phan
Pallavi Kothari Is there an anticipated time?
J
Jay Martin
Pallavi Kothari Can we also have previous notes still show in both the opportunity and the contact when creating the new one. A lot of people will reference information from previous notes or comments posted. Hiding them makes that difficult
S
Simon Yeh
In addition, logging activities, such as calls, meetings etc - even just a custom selection of "activity" to select from when entering notes.
T
Todd Mobley
Same with tasks! Opportunity specific tasks as well...
P
Peter Hawke
Cannot believe that this isn't already implemented!
A
Adam Powell
please, this would make life so much easier
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