Filter Opportunities by Tags
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P
Pallavi Kothari
Merged in a post:
Opportunity View Filter Options
J
Jeremy Cox
Allow more robust filter options within the opportunity view, including filtering based on custom fields, or tags.
S
Sales & Marketing
Merged in a post:
Add a wildcard enabled search on opportunities and contact filter
K
Kaustav Kumar
It would be ideal if we could use wildcard search in the filter for custom fields and also on the opportunities screen.
HIGHLVL-I-4892
S
Sales & Marketing
Merged in a post:
Filter Opportunities by TAG or any of your Contact Fields
E
Eric Fierro
I have a lot of agents working in the opportunities view to work leads from various states. It would be great to be able to filter the view by State and also by Tag.
HIGHLVL-I-1280
N
Nelson Aliaga
How is this not possible? Filtering by tag is a must in a serious CRM. Please make this a priority.
In addition, we should be able to filter opportunities by "contact custom fields".
Thanks in advance
P
Pallavi Kothari
Merged in a post:
Filter Opportunities/Leads by Tag and Custom Fields
W
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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P
Pablo Oreste
We need this
E
Eden Brownlee
Why can we not do this yet? Hello GHL Team. Opportunities basic functionality is severely lacking.
A
Alex Nedelea
I cannot believe that this is not working. This is basic functionality.
A
Alex Nedelea
I cannot believe that this is not working. This is basic functionality.
A
Alex Nedelea
I cannot believe that this is not working. This is basic functionality.
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