Allow Opportunity Notes | Voters

Allow Opportunity Notes

in progress

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

December 10, 2021

Rich Ribeiro

Here's another opportunity feature idea:

https://ideas.gohighlevel.com/opportunities/p/aging-time-elapsed-for-opportunities-hours-days-etc

Pallavi Kothari

marked this post as

in progress

Jay Martin

Pallavi Kothari If opportunity cards have their own notes, if an opportunity is deleted by a user. Will the notes from the opportunity transfer to the contact card? We would want the ability to keep those notes or delete them. Maybe an option once you click delete opportunity if notes are inside of the opp to move to contact?

Nate Griffith

i actually like that they sync. seems like more data would be siloed if the change is made.. there should be an option to sync app notes and contact notes or have the ability to have separate notes for opps and contacts like you want

Lalan Kumar

Each opportunity need to have its owns note. I am a new user and this is a deal breaker for me .

Sam Boakes

Yes please - so frustrating. Please sort

Drew Lints

I've been informed today that a large client of mine is leaving due to this issue. They've waited too long.

Drew Lints

THIS MUST BE FIXED!!! I can't think of a single instance where tracking notes on the person is more important than the notes for the opportunity. How can this not be a higher priority in a sales and marketing CRM tool?

Brian Thompson

PLease!

Gary Das

Agreed - this is needed

Max Schuhmacher

Adding my voice to this thread to say that not having this feature makes it extremely difficult to integrate Highlevel with my company's systems.

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