Opportunities dates - more than just "Date Created"
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lauren@zipleads.com.au
It would be fantastic for more options for opportunities dates rather than just "Date Created"If a lead fills in a form on a Sunday and an opportunity is created, but they get converted to a customer and won on a monday, they won't appear in this weeks report for opportunities closed won this week, as it was created in the last week.It also means that if an opportunity was created three weeks ago, and they move to a new pipeline stage this week, they won't appear in a report looking for people in that stageIt would be great to be able to create reports based on 1. State change date2. stage change date
HIGHLVL-I-4038
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Justin Showers
Pallavi Kothari Why did you merge my idea about adding a "Close Date' to Opportunities with this one and mark it as done when, according to the change log, it wasn't? HighLevel has a horrible habit of combining a bunch of separate ideas into one Idea and then marking them as "complete" when there's plenty of details requested in the other ideas that was definitely not completed. Could you guys stop this practice please?
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Omer S
Justin Showers Exactly, changing the won date/close date has not been actioned at all.
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Pallavi Kothari
complete
We have added a lot more fields basis which you can filter sort and update your opportunities.
Please refer to the changelog here : https://ideas.gohighlevel.com/changelog/expanded-opportunity-values
Thanks much for all the feedback
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Keith Besherse
very good Pallavi Kothari thank you all
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Jacob Armbrester
Pallavi Kothari you added filters. not the ability to edit the creation date or Won date?
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Danny Garcia
Jacob Armbrester THANK YOU for saying this- It's like they do one little thing, but what we REALLY need is COMPLETE control of our opportunities - it seems nobody over there has ever worked with Salesforce where you can do ANYTHING, create reports, forecasting, etc. Come on Pallavi Kothari - please listen to us!
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Jacob Armbrester
Danny Garcia Scrolling through all the threads, this has been requested for years with no action by GHL. It's such a basic action, and so disappointing they will not implement. Controlling more with my opportunities is so integral that im considering pulling from GHL.
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Danny Garcia
Jacob Armbrester I cannot even use it for booking my service business clients either... and the calendar is well, messy
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Omer S
Pallavi Kothari Thank you for this, but still it seems we cannot edit the won date. May I learn if that field was added?
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Omer S
Pallavi Kothari Hi, it seems that there is no option to change won date of the opportunity, could you please double check if it is completed?
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Omer S
Jacob Armbrester Exactly, and I got happy that this was done...
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Pallavi Kothari
in progress
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Omer S
We need edit access for Won and Lost status.
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Coral Mujaes
Yes please! :) we need it
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Victor Machado
Please let us EDIT Won date of opportunitties
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Omer S
Victor Machado It seems they have no intention to change it where it is quite essential especially when switching from HubSpot
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Rich Ribeiro
How about also adding an age indicator to the opp card?
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Matheus Maia
Yes please let us modify the close date for an opportunity and it not only be when we drag it into the won bucket. Insane this isnt a thing!!!
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Omer S
Matheus Maia They mark this as complete but It seems they have no intention to change it where it is quite essential especially when switching from HubSpot
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Danny Garcia
Let us EDIT all dates please! And import historical records as well.
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Jesse Aaron Raiz
Danny Garcia yes!
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Matheus Maia
Danny Garcia Yes please we need to be able to add close dates in the past !!!! incredible how we cant change when a opportunity was closed
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Omer S
Danny GarciaThey mark this as complete but It seems they have no intention to change it where it is quite essential especially when switching from HubSpot
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Iver Aune
Please make us able to set time frames like we can in the dashboard.
Sorting with start-date and end-date.
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