Required Fields to Move Opportunity Stages
in progress
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Brian Pappalardo
When a sales rep is manually moving a deal between stages, we often need to make sure that they're capturing certain data. So if they finish a sales call, we might want to know their confidence level, or the products/services they're interested in, etc.
Here's an example of how it works in HubSpot: https://share.vidyard.com/watch/z9pfGzPc9umdQznYSRp1Wv?. If you could recreate this type of functionality, that would be awesome.
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Davit Kikvadze
any update?
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John Pearson
We are on a trial at the moment (currently with Pipedrive) and this is vital the success of not only our migration so the we can use GHL internally, but also to our offering to our niche of GHL as a service
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Randall Chalan
Pallavi Kothari do you have an update when this will go live?
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James Moorhouse
Can you please implement this? For future automations to run properly, we need to ensure certain fields are complete - this can sometimes be mistakenly missed by staff using the app.
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Ryan Hamilton
There is also no need for "status" and "stage" seperated, the system should know what stages are closed won or lost. System should also know what stages are "open". When you move through the Kanban view the automation should know our progress in each stage of the funnel and know when we close a deal. Currently if you move to a "closed" stage it is not officially recognized until you move the status manually. This is standard for CRM, it needs to change!
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Michael Angrave
Ryan Hamilton 100%. Linking each stage to a status seems to make massive sense to me.
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Pallavi Kothari
Merged in a post:
🛑 Urgent: Required fields to move opportunity stages
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Andrew Ferreira
When a sales rep manually moves or creates a lead between stages of the pipeline, we generally need to ensure that they're capturing certain data. For the commercial process, this requirement to fill in fields is extremely necessary. We are having difficulties in ensuring the business process here at the company because of this.
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Pedro Correa
Please bring this to us urgently!!
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Pedro Correa
This needs to be implemented
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Pallavi Kothari
marked this post as
in progress
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Davit Kikvadze
Pallavi Kothari <3
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J Gray
Pallavi Kothari I think the Internal Forms option shoudl be included in this feature, that way either an internal form could be required to fill when moving stages or an internal form could be filled/updated which automatically moves the stage. https://ideas.gohighlevel.com/forms/p/internal-forms
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Rami Adra
This being marked as planned is a huge step closer to getting to the sun, but will it take the time it takes to travel to the sun to be completed? or can we get this done within 7 days.
We all really need this, mandatory fields is the missing piece for GHL i have clients on hubspot and salesforce ready to move and this is the main pain point why they wont
Im not talking 3 clients I'm talking move then 30 potential migrations over
Pallavi Kothari
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