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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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.
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
J
Justin Parker
Yes need this please.
W
William Hollis
Shocking that this doesn't already exist. This is a must have. On the backend HighLevel needs to disassociate contacts and opportunities altogether in my opinion. They're two different objects guys.
N
Noah Nagel
My organization needs this. We'll get multiple separate opportunities from the same contact and the notes will be hard to parse on the individual opportunity level
G
Graham Lindley
TBH this is a potential deal breaker for us. I can see us heading back to old CRM or finding new one all together unless a fix is put in place soon. I mean even a simple way of at least identifying in the sea of notes which note is tied to which opportunity would help but to just have them all go in one endless feed is ridiculous.
We have a business where we have around 20 clients who repeat use our services, often haing multiple ongoing open ops with the same client, each opportunity is unique apart from the contacts! we cant have notes from 100+ opportunities over years being merged into one feed with no way to filter or identify which note is for which. Honestly Im in shock this has been "UNDER REVIEW" for over a year with no fix put in place .... very very disappointed with this implementation
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