✅ Make Opportunities make sense again
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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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Blake Gatewood
Yes! We run a real estate business where contacts are linked to multiple properties. The opportunity needs to be able to host all activity, conversations, notes, contracts, custom object field associations etc in the same way the contact/ conversations view does.
The opportunity should be the hub where all the objects all come together and can be quickly viewed.
Right now when you click on an opportunity card you basically go to
A dumbed down field editor form. You need to be taken to an interactive space where you can quarterback your deal and all the conversations, objects and fields associated with it.
GHL would capture much more of the real estate market with this change.
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Iver Aune
Blake Gatewood, Yes! The Opportunity card should have a major revamp in my opinion.
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Pallavi Kothari
Merged in a post:
Make Opportunities the Primary Record, Not Contacts
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Meg Slatyer
Right now, most activity is saved under the contact. If that person changes, notes, calls, and appointments can be lost. Opportunities should hold all key info (notes, tasks, calls, and events) with contacts linked as participants. That way, every opportunity keeps its records even if the main contact changes.
We use GHL for our real estate business, where one owner may have several properties. Each property is its own opportunity, but because most workflow triggers are tied to the contact, it’s difficult to take full advantage of platform considering the contact ends up driving everything.
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Usama Jazri
100% need this. And multiple products should also be add-able to a single opportunity, and opportunity value automatically calculated by total product price.
Though, I think it should be linked to both contacts and opportunities, as many times that is needed as well, especially if data is coming from an external source.
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Michael Angrave
Just wondering if we have any further update anon this. I was involved in a information gathering call with a GHL team member, in terms of how this could be implemented and it sounded like I'm not the only one to have discussed these problems. I hope we can get this moving soon as it's holding back the possibility to real stream the sales process for mine, and my customer's sales reps.
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Iver Aune
Michael Angrave, it's in the works; however, it's not done overnight. Let's see where we are at the end of the year.
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Katie Colihan
I am eternally waiting on this. The simple ability to be able to route notifications based on the opportunity owner would be monumental for us. We often have multiple projects with different project managers and not being able to manage these projects effectively in GHL is absolutely costing us time and money.
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Ian Frances
Yes 🙏🙏
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Jay Fisher
Exactly! This has been brought up several times—you are so right. https://ideas.gohighlevel.com/opportunities/p/tasks-in-oppotunities
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Steve Gubb
I think the issue with the platform is that it is primarily designed for B2C but is trying to shoehorn in B2B features. This creates a lot of confusion when the platform is attempting to so too much. Please resolve this issue.
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Iver Aune
✅ Make the Opportunity Card the Ultimate Sales Overview
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Sales & Marketing
Merged in a post:
Link Existing Invoices & Estimates to Opportunities
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Bryce Claudin
Currently, you can only create NEW estimates and invoices on opportunities.
If you create them from the contact view, they won't show up on the opportunity. Let's say you accidentally create an estimate from the contact view or the dedicated estimate section—you have no way of associating that estimate with an opportunity. While the contact view shows all associated estimates and invoices, there's no option to attach them to the opportunity after they're created. This forces you to always remember to create them directly on the opportunity.
Fix: Allow linking of invoices and estimates created from any view to the corresponding opportunity, or automatically show the estimates and invoices on the opportunity regardless of where they were created.
(P.S this also means it is NOT possible to create estimates from the mobile app. Currently, you can't even create an estimate from an opportunity. soooo)
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