Create / Update / ""MOVE"" Opportunities
planned
A
Ashley Harsveld
Surprising that this was not already a thing.
Add the ability to have a automation that will take an opportunity and move it from X stage to Z stage. or simply move it to the next stage.
Uses: Help you in dealing with 100s of leads without having to manually move them or create complicated workflows that are hanging on a thread.
Able to add follow up workflows. IE you do an action, then it updates the stage for you.
Saving you so much time.
HOW TO MAKE THIS WORK?
I would separate "Create" "Update" and "Move" into their own workflow actions/triggers. Unlocking so much more and giving confidence to users knowing THIS will update the thing THIS will Create a THING. Vrs Create/Update like what will it do? if you have Duplicate Opportunities allowed this just confuses things even more.
Example how active campaign does it: https://help.activecampaign.com/hc/en-us/articles/115001928610-How-do-I-automatically-move-a-deal-from-one-stage-to-another-
Log In
A
Ajay Jain
When this will be done? I need this in automation to update the existing opportunity instead of creating the new opportunity, we should be able to CREATE OR UPDATE OR DELETE the opportunity in automation. I am waiting on this feature.
M
Michael Kittinger
Update does move it to whatever stage you select. Only takes 1 step. Issue is when you want to move an opportunity from 1 pipeline to another. There's no way to do that. If you just use Create/Update Opportunity it creates a brand new opportunity because it's a separate pipeline. So then you have to Remove Opportunity but then your notes and things attached to that specific opportunity are gone.
R
Rich Ribeiro
How about also adding an age indicator to the opp card?
P
Pallavi Kothari
Merged in a post:
separate crate and update opportunity
E
Evan Luo
Could we have the ability to only create a new opportunity in automation instead of let the system decide to create or update? The update function sometime cause issues. Thank you!
J
Jay Martin
Core Platform Sales & Marketing ETA on this, need this ASAP. We have condensed pipelines for simplicity and to break up the sales process.
This needs to be 3 separate things now especially with multiple opportunities being able to go through workflows
- Create
- Update
- Move
Would also like to be able to mark as won in one of my pipelines as lets say the lead gen team won it, it moved to the next pipeline, however all Won opportunities are combined and it skews the data for sales velocity etc. Can we get this separated out by pipeline?
For instance I want to track how many leads my lead gen team was able to "win" but its not actually a won opportunity in terms of sales and money. Anyway anyone knows how to fix this or add this into it?
J
J C Sheffield
When is this actually planned to be released. I just wasted two days with reps that said this had already been implemented only to find out now that it's not.
R
Rob Hole
This is related to this where you can find an opportunity then you can use it to find then UPDATE based on the triggered opportunity, these should be tied together: https://ideas.gohighlevel.com/automations/p/find-opportunity Pallavi Kothari ?
P
Phillip Crawley
It's crazy how difficult this is to do! our pipeline has so many opportunities that when we open GHL in our browser it uses 1.6gb of memory.
We need a simple way to move an opportunity from one pipeline to another keeping all the opportunity details in tact.
C
Christopher Neustedter
PLEASE make the UPDATE and MOVE automations separate!!!
We should be able to simply MOVE a Contact to another Pipeline or Pipeline Stage without having to Delete and Update every time.
M
Michael Athens
preach!
Load More
→