Create Opportunities without a contact attached
in progress
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Shawn Guenther
In my business I operate as a middle man of sorts and the major issue I'm having with adapting GHL to my business is that once I get the lead to the end of my "Leads" pipeline and it becomes "won" it then becomes a product and/or opportunity in of itself and no longer needs to be connected to that person and/or company. But then would need to be connected to another person and or company at a later date.
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Pallavi Kothari
Hi everyone, this is now built and in private beta as part of the new Opportunities experience. An opportunity no longer needs a contact: you can create one on its own or against a company or custom object record, and associate or remove people and companies at any point in its life, so a won deal can move on to the next person or company without losing its history.
If you'd like early access, fill in this short form and we'll switch it on for your sub-account: https://api.leadconnectorhq.com/widget/form/SKdrNsiMIr9gIVrRYjh3
It's a private beta, so some things may change before full release, and your feedback will shape what ships.
Pallavi
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Pallavi Kothari
updated the status to
in progress
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Pallavi Kothari
updated the status to
planned
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Bryce Claudin
Pallavi Kothari If this gets built, please make this feature optional in settings. This request may apply to others but not us. I like that it requires a contact so we don't make any internal mistakes. Every opportunity we have must have a contact associated with it (home service business)