Opportunities Smart List
planned
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Arthimos 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
marked this post as
planned
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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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Pallavi Kothari
marked this post as
under review
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Vit Muller
It'd be great if opportunities automatically showed how long they've been sitting in a particular stage.
E.g. 3d 3h
And than being able to filter based on which opportunities have been there longest with ability to perhaps even colour code them differently.
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Lydia Taggart
Vit Muller that's a great useful idea! That would potentially keep our sales from getting lost because they get too old.
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Vit Muller
Lydia Taggart Pallavi Kothari
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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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Jess Buxton
Hi Pallavi Kothari , I don’t have much crossover time with your calendar, but when you are reviewing opportunities can you please ensure we are able to save the custom fields shown on the opportunity cards as a view. Currently these are not saved and must be constantly re-selected, which causes many of our locations to stop using them. Thank you
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Carissa Bennett
Pallavi Kothari I’m booked, see you next week 🙏�
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Lydia Taggart
Pallavi Kothari I have scheduled for next Monday. Thank you! I really hope we can get the opportunities and their fields to be linked with contracts and not only tied to contacts.
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Tony King
Pallavi Kothari I would love to, but unfortunately our time zones dont match up.
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Pallavi Kothari
Merged in a post:
Add custom fields to the smart list filter
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Josh Miller
Using smart list we can only create filters using tags and Pipeline status. Would like the ability to create smartlist based on custom fields.
HIGHLVL-I-1354
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Pallavi Kothari
Merged in a post:
Save Filter Set within Opportunities Across Sub-Accounts
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Henry Moncrieff
Need the ability to save filters settings in the opportunities window. So that the same filters within opportunities are viewed across many sub-accounts.
For example, for my client's sub-accounts I want them to always be seeing "open" and "won" opportunities in their pipeline.
However, when we create a new sub-account, the default filter setting under opportunities seems to be "open" only.
This means I need to get my clients to manually change the filter on their end, as I have no way of controlling it - even if I "log in as" my client, and change the filter, it still doesn't change on their end.
Obviously I want to avoid having my clients do manual set up adjustments like this.
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Pallavi Kothari
Merged in a post:
Ability to Create Saved Filters / Smart Lists for Opportunities
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Billy Edmunds
We need the ability to create saved filters / smart lists for opportunities based on opportunity custom fields. Currently there are opportunity filters, but there is no way to save the filter. This would work similarly to the saved smart lists for contacts.
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Pallavi Kothari
Merged in a post:
Ability to save a pipeline filter for future use
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Hadley Trevillion
Currently filters are useful for the pipeline but sometimes I just want to check the leads that have come in on this date, as it goes currently I have to manually set the filter each time.
It would be great to have a stored filter option as a dropdown. Maybe next to the 'Sort By' option
I've made an example screenshot of how it could work.
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Sean Goerss
Still listed as "coming soon" in the app when you mouse over it.
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Tina Carlstrom
Opportunity Smart Lists are essential. Many businesses have multiple opportunities per contact and Contact Smart Lists do not solve pipeline-level segmentation, duplication cleanup, or reporting needs. Saved, dynamic filters at the Opportunity level would significantly improve workflow efficiency, data accuracy, and scalability.
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