Opportunity Tags
A
Amanda Nichols
Be able to add opportunity-only tags to an opportunity. that way a customer can have multiple opportunities in the pipeline at once and can move through the workflow without confusing one opportunity with another. Since tags are now connected only with the contact and not the opportunity.
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A
Austin Williams
Really hoping to see this added this year. This would solve a few issues for us and really support opportunities the way they need to be.
P
Philip Fairley
Any updates on this? Is it under review or planned? This is a deal breaker for us, as our clients have repeat clients, and clients with multiple services they hire for. Please associate tags with opportunities versus the contact. Because when they come in for a new service, it overwrites their old opportunity. OR we have to make that client a different name. This is really a basic tagging need for companies that sell more then one service or product.
C
Cooper Stephenson
Please add this so that opportunities can be separate, and trigger different automations for the separate opportunities
S
Steve W
Totally stupid that Opportunities don't have their own tags for all the reasons already stated. C'mon HL!
P
Pallavi Kothari
Merged in a post:
Add tag to the opportunity separate from the contact
L
Luis Perez
Sometimes I have multiple opportunities from the same contact and I need to be able to tag the opportunities separate from the contact.
P
Pallavi Kothari
Merged in a post:
Different tags for different opportunities related to one contact
G
Gonçalo Botelho
Currently, if we have multiple opportunities for one contact, and we need to add different tags to each opportunity, we can't.
The opportunities are all updated with the last tag.
So if you provide service A, B and C and have made a proposal (to one contact) for each of the services, you can't for example identify each opportunity with a tag containing the service name, because it will update all of them with the last tag applied.
S
Sarah Mathieu
Any updates on this?
A
Adrianna Barnhart
It also would be great if we could filter based on Tag or opportunity source at the minimum in the opportunities section, that way the marketing team can track accurately which leads are generating the most sales easily instead of having to export smart lists and enter each name into the opportunities section and manually track the data. Or on the other side of that, instead of creating a seperate pipeline for every type of lead. a pipeline for SMS, Facebook, Email, Google PPC, Google SEO, Website, Tik Tok for a variety services is total clutter.
B
Billy Edmunds
This is a must! There needs to be more focus put on the functionality of opportunities as they represent a potential sale. While all the other features are nice, the ability to create, update, move, find, and tag opportunities is of the utmost importance for anyone running a business that can have multiple opportunities.
Y
Yusuf Young
This is a dealbreaker.
We need to be able to have multiple different opportunities for one contact. I can sell both service A and service B to one contact, and we need to be able to have multiple opportunities and different tags on each one.
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