✅ Make Opportunities make sense again
under review
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Iver Aune
❌ Problem: Documents, Estimates, Invoices, Tasks, etc, are tied to Contacts, not Opportunities
Today, Estimates, Documents, and Invoices are technically sent to a Contact, but in 95% of real use cases, they are meant for the Opportunity.
Why does this not make sense:
- Opportunities are where the actual sales process happens, not at the contact level.
- Opportunity fields are useless when everything is Contact-focused. Using contact-level fields for Opportunities leads to awkward workarounds.
- Sales teams think in terms of deals/projects (Opportunities), not people (Contacts).
- We lose context and tracking when documents are tied to contacts instead of the opportunity they belong to.
Data should still be accessible at the Contact level, but always tied to the right Opportunity.
✅ Suggested Solution: Make Opportunities the primary object for sending and managing documents, estimates, invoices, tasks, etc.
And if this doesn't work for all users, offer it as a toggle setting. But this logic fits any lead-driven business.
➕ Make the opportunity as the main / default receiver of Estimates, Documents and Invoices.
➕ Add the ability to easily Send Estimate, Document, or Invoice directly from the Opportunity card.
➕ Allow switching between Contact-based and Opportunity-based workflows.
➕ Opportunity workflows would finally allow the intended use of Custom Opportunity Values.
➕ Add activity history in Opportunity view (similar to what we have in Contact conversations).
🔥 Project Management: Convert Opportunities to Projects (or Custom Objects?)
An Opportunity is essentially a project before it becomes a signed contract/won opportunity. The platform should reflect this.
I don't know how this would be done or how it would make sense for GHL's existing roadmap with Custom Object, but this would make sense on a structural level.
➕ Allowing for automatically creating projects on signed / Won.
➕ Link Opportunity fields to Custom Object fields.
➕ Link Opportunity tasks to Project tasks (or Custom Object tasks?).
➕ Now the Opportunity-based workflows become a project-based (or Custom object-based) workflow.
👉🏼 Please let me know if this does or doesn't make sense and why!
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Michael Angrave
I'm not sure what the delay is. Why is this taking so much time to review? This is, in my opinion, one of the most urgent features missing from GHL. Furthermore, it's also the top feature in the opportunities category. Surely this should remove any doubt about the importance of this for the community.
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Nathan Stephens
100% Agree. This is one of the pain points when using GHL. Also, another issue we have is conversations being per contact rather than by opportunity. Sometimes we have multiple jobs with the same client, and it is hard to keep conversations organized. We need a way to attach messages, calls, etc. to a specific opportunity, rather than just to the contact.
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Paul French
We need a unified smart list view in which we can filter by ANY field, contact AND/OR opportunity. Currently documents, tasks and contact data are completely compartmentalised away from the opportunity, while opportunity custom fields are completely removed from the contact view (except for a few standard fields).
Currently, the contact smart list and contact detail view is much more useful than the opportunity smart list and opportunity detail views.
Opportunity smart list view is missing bulk actions such as SMS, email, automations, tag management etc etc.
To make matters worse, the opportunity smart list view has useful features that are not available on the contact smart list view such as bulk edit and edit from list view.
What if I want to filter for leads in a certain stage with X, Y, Z opportunity custom field values and a certain document provided and QCd?
I currently have a spider web of complex automations that mirror opportunity fields into the contact so I can have a unified smart list view so my team doesn't have to flit between several different views.
You're currently trying to enforce the separation of the contact and opportunity records when in reality they are intrinsically linked.
Wish list:
A unified smart list view
Ability to edit from this list view
Make contact detail page the default unified view from the unified list view
Ability to view and edit opportunity fields from within unified contact detail view
A smart list/detail split view in which you can work through a list of contacts/opportunities and have the unified detail view on the same page as the list. Edits change the list in real time but doesn't make you lose your place in the list (skip to next).
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Zak Harman
It's not just estimates, invoices, or documents, but appointments too. For example when it comes to home service businesses, if you have 1 contact that has multiple jobs, at different addresses, and you want to use the calendar to schedule these jobs. It is practically impossible with high level because appointments are linked to the contact. We also need a calendar that is focused on booking/scheduling "opportunities" instead of "contacts".
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Pallavi Kothari
updated the status to
under review
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Michael Angrave
Pallavi Kothari Woo hoo! This is exciting, I think this might be the single biggest improvement required in GHL in terms of the sales CRM componenet. Please prioritise this work, you'll make a lot of reps' lives better, I'm sure!
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Frank Obregon
Michael Angrave man I just want to be able to merge opportunities lol
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Pallavi Kothari
Hi Everyone,
As we start working on this epic - we would love to connect with you to understand exact flows where you might be facing difficulties in achieving the best experience on opportunities.
If you would be interested in sharing your feedback - please connect with us on https://speakwith.us/pallavi
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Caydin Upton
Pallavi Kothari
Main thing it seems like is the want for more functionally and use cases with opportunity IDs being the primary key vs the current contact-driven structure. With the current set-up, a lot of us who handle things by projects (opportunities) rather than clients, have to get creative with automations to get something seemingly simple to work.
An example I ran into was with tasks. I use a automation to make a task on opportunity creation, pulling a custom field due date and using that as the task due date. The current "Add Task" action can only be done on the client level, not associating it with the opportunity. That association can currently only be done manually. I also have no control within GHL for updating a task. deleting a task, etc. based on changes to a opportunity (I.e. due date field changing, file being moved to a completed stage, etc.).
I think a big help with this is re-evaluating automation actions and allowing for the ability to tell them what they should be associating with. Having a drop-down with the options of any of the default or custom objects (allowing for the selection of multiple, not just one!).
If anyone has any more thoughts or input there, feel free to add on!
Thanks!
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Edit: Adding on as someone mentioned this and I too had this issue and had to get very creative to work around it, Opportunity relation to the calendar. Having the ability to display due dates and project deadlines on the calendar, as opposed to just bookings and services, would be extremely helpful.
Edit: In general, I think a lot of the breakdown comes from the circumstance of most of us having more than one project going on with a specific client at any given time. Not having the ability to do much at the opportunity level makes it difficult to manage them independently.
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Ashley Harsveld
Pallavi Kothari not being able to filter based on last contacted, last messaged, last message activity. if i have 900 opportunities, with a 6 month sales cycle I need to be able to quickly identify which opportunities need my attention first without setting up hundreds of automnations for the 20 different sales staff etc.
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Caydin Upton
Expanding on more control over opportunities: https://ideas.gohighlevel.com/users-permissions/p/roles-and-permissions-for-pipelines-and-more
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Bogdan Khromenkov
Pallavi Kothari Please tell me, has there been any progress on this issue? Will anything be implemented? It is so important and yet remains so neglected.
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Legacy Operations
How many of these features have been corrected or updated?
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Sebastian Player
When is the estimated release date for this if there is one? Any revamps to opportunites?
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Simon Brailsford
We are currently evaluating GHL having worked with ActiveCampaign for nearly 10 years and Infusionsoft before that. Currently GHL's Opportunities are found lacking and based on what we've evaluated from the trial could be a show stopper! Our company works with large organisations, where communication with several contacts is essential to bring in a Deal (Opportunity) This could involve scheduled calls to contacts who are in purchasing, IT. engineering etc. The Opportunity is with the company, the quote, contracts NDA's etc. should all reside in one place - the opportunity!
In addition, it would appear you can't sort the cards within Opportunities by Next Action Due Date. Although the opportunity has a scheduled close date, it's the Actions that bring it across the line. Not being able to see who you need to call next by Pipeline Stage wold be a major set back.
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