Opportunities Smart List
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Artimos Khoury
We need Opportunities smart list, it's becoming cumbersome for our clients to manage more than 100 leads per pipelines without a simple smart list to use like in contacts
It's been almost a year since they placed the "coming soon" label to that!
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Pallavi Kothari
I’m working on improving how Opportunity views work in HighLevel (filters, pipelines, and layouts), and before we lock anything in, I want to sanity-check a few open questions with customers who actively use pipelines.
If you’re open to it, please grab time here: https://speakwith.us/pallavi
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Pallavi Kothari
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complete
Hi All
Smartlists are now live on Labs : https://ideas.gohighlevel.com/changelog/opportunity-smart-lists
Thanks for all the feedback.
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Bryce Claudin
Pallavi Kothari Immediate issue I had was that the collapse card functionality doesn't save to specific smart lists and is applied across all your views. I cant really use the collapse with it like this there isnt a point really. Please consider fixing thank you.
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Meg Slatyer
Pallavi Kothari This is a great update, however do we have the ability to edit the order in which the smartlists are displayed along the top of the pipeline? For example, I don't want 'Open Opportunities' list to be shown first
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Rohit Kohli
Pallavi Kothari Fantastic - think this will be a game changer for many. Looking forward to using it.
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Pallavi Kothari
Meg Slatyer
You can pin a certain smartlist and make it a default instead of having to rely on the open opportunities. It becomes the default landing smartlist for all your users
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Meg Slatyer
Pallavi Kothari Hi Pallavi, yes I have done this and that is great thanks. It would still be very useful to have the ability to re-order the smartlists, including the standard 'Open Opportunities' smartlist
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Ayuba Jeng
Pallavi Kothari Apologies if this has been mentioned before, but is it possible to have a split view option on the opportunities page.
Working through a large lead/opportunity list can be daunting when having to click back and forth through to new pages. Being able to view everything on one page with the list on the left and a window into the opportunity page on the right would be a dream!
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Ashley Blaesing
Is there an update on when this will be released? Last town hall said this would be soon. I saw other features released from that town hall but this one is missing. Pallavi Kothari
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Rohit Kohli
Ashley Blaesing Agreed -I was told early Q1 - well we're about to go into Q2 - so fustrating this is till not there.
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Paul Cahill
Can you make the opportunities MANAGE FIELDS selection's Lockable we use the field selection shown in the screenshot and constantly have to go in and reselect these fields when we log in and out. They default to something else each time we log out?
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Levi Dean
Will this be coming soon? been eyeing this update for a while
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Pallavi Kothari
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in progress
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Pallavi Kothari
Merged in a post:
Smart Lists for Opportunities has been showing coming soon for more than a year.
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Brandon Beaudoin
When will this feature finally be available? This is a MUST HAVE!
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Pallavi Kothari
Merged in a post:
Smart lists for Opportunities (We have been waiting for close to 2 years now)
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Daniel Ndaya
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Ian Moore
Desperately waiting for this Pallavi, any idea when this will be deployed?
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Pallavi Kothari
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Cameron Arsenault
Pallavi Kothari Woohoo!!
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Keith Besherse
Wonderful Pallavi Kothari Thank You!
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Davit Kikvadze
Pallavi Kothari We need a filter by stage and by lost reason.
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Brandon Beaudoin
Pallavi Kothari We need to be able to sort by an opportunity's custom field! Allow users to treat custom fields with numbers and dates differently than just text.
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Sean Goerss
Pallavi Kothari is this going to allow us to run Bulk Actions off of the Opportunities Smart List? we sorely need this for many clients. thx.
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Pallavi Kothari
Sean Goerss Hi!
You would be able to select all opportunities in a smartlist and run bulk actions on them similar to how it works for contacts today.
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Pallavi Kothari
Brandon Beaudoin This is noted and added to the roadmap. Can you please upvote here - https://ideas.gohighlevel.com/opportunities/p/sorting-opportunities-using-custom-fields
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Pallavi Kothari
Davit Kikvadze This is noted and added to the roadmap. Can you please upvote here
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Daniel Aragon
Pallavi Kothari Hi Pallavi,
Could you please add an 'IS NOT' (or negative logic) option to the Smart Tags filters in the Opportunities tab?
Currently, I can addd SMART TAG to opportunities that have been updated in the last 3 or 7 days. This is redundant because I can already see active leads easily.
What I really need is to add SMART TAGS for stale opportunities (e.g., leads that have NOT had any follow-up or updates in the last 3 or 7 days). Adding this filter is crucial for quality control and ensuring no leads fall through the cracks.
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Tanner Blais
Pallavi Kothari please please please make sure it allows a permanent save setting. We have to resave the pipeline view every day and it’s extremely combersome.
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Esteban Mendez
Also we need to filter by smart tag
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