Required Fields to Move Opportunity Stages
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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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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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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
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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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Hammad Khan Master Admin
Can we have pipeline-specific opportunity cards? For example, a rental pipeline would require different form fields compared to sales and property management.
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Bryce Claudin
Need this to standardize sales process
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Attila Labadi
Pipedrive has this feature, when someone tries to move a lead, a pop up window comes up collecting extra data from sales call, if all questions answered, they can move the lead, till then they can not.
We need this in GHL ASAP
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Pallavi Kothari
marked this post as
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