Filter Opportunities by Tags
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Pallavi Kothari
Merged in a post:
Filter Opportunities/Leads by Tag and Custom Fields
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WILLINTON CHACON
It is extremely important to be able to filter opportunities just like contacts, as this significantly simplifies the process of locating specific entries within very large lists of 1,000 to 2,000 opportunities. Currently, it's exhausting to scroll endlessly just to find opportunities with specific internal properties. Essentially, we need the ability to build something like a "Smart List" for Opportunities based on a specific property.
Note: THE MOST URGENT FEATURE WE NEED IS THE ABILITY TO FILTER BY TAG. While it is possible to filter by tag within Contacts, it’s not the same as filtering Opportunities. Filtering by tag in Contacts doesn’t guarantee that all tagged contacts have an associated Opportunity. That’s why we need tagging and filtering functionality specifically within the Opportunities section.
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Pablo Oreste
We need this
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Eden Brownlee
Why can we not do this yet? Hello GHL Team. Opportunities basic functionality is severely lacking.
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Alex Nedelea
I cannot believe that this is not working. This is basic functionality.
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Alex Nedelea
I cannot believe that this is not working. This is basic functionality.
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Gatti Simone
PLEASE, WE HAVE NEEDED THIS FUNCTION FOR OVER A YEAR!
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Ricardo Brandao Peres
It is completely outrageous that a feature like this is absent in a CRM. Any Free CRM would have that for list view. For example, i wanna see how many opportunities using a tag a certain campaign / form / landing page generated AND are in stage "Consultation Scheduled"... I simply CAN'T! Total Absurd! And specially... SO SO SO simple to implement, makes me wonder what kind of economical reason the GHL owners have to simply close eyes for that and make us all suffer daily!... And of course, if you don't have that feature, forget about doing Bulk actions... you have to go to the main board pipeline and click it one by one... Horrible user experience! You guys at GHL should be ashamed.
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Ian Colville
Absolutely essential. I'm quite surprised that this isn't available.
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Akash Ganatra
Why its not yet done. Its really needed. It should be in v1
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Rafay Ul Azeem
I was surprised to find out this was not possible. Now I have to create a custom opportunity field, update that using a tag or contact custom field just to filter the opportunities.
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