Sorting Opportunities using custom fields
J
Jerry Statham
Anyone using Opportunities will need to sort by their custom fields. Fairly simple thing to enable, we are having to export out of GHL work our Opps.
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K
Keith Besherse
Ideas Board Finds: Sort Opportunities by Custom Field (https://youtu.be/8OTlrSy7EVc):
R
Richard Whirley
Clarifying this problem for the @admin team.
Problem Summary:
Currently, users can create custom fields in Opportunities (including dates and numbers), but there's no way to sort the Opportunity list by these fields.
Where the Problem Occurs:
Opportunities → Pipelines and Opportunity List Views
What Happens Now:
Even when custom fields like "Project Start Date" or "Estimated Revenue" are added to an Opportunity, users cannot sort the pipeline or list view based on these fields. This severely limits the usefulness of custom fields for prioritization and workflow management.
What Should Happen Instead:
Users should be able to sort Opportunities by custom fields—especially date and number fields—to support better decision-making and organization. This functionality is standard in most CRM platforms and is crucial for scalability.
Real-World Use Case:
For example, an agency may use a custom date field for "Contract Renewal Date" to know which clients to follow up with. Without sorting, reps have to manually scan the list, which is time-consuming and error-prone. Sorting by this date field would let them focus on what's urgent first.
Suggested Fix or Enhancement:
Enable sorting by custom fields in Opportunity views. At minimum, support should be added for number and date fields, which are inherently sortable. Ideally, this would be available in both Kanban and List view.
D
Dave Iles
This is a must have option.
M
Morgan Knowles
Please add this. We have a custom field for Next Action Date. It would be super helpful to have these appear in order.
S
Salez Technology
We need to be able to sort the list of opportunities and objects based on custom fields, and not just on native fields.
B
Bowen Call
Upvoting this — we’re managing a growing pipeline and really need the ability to sort by custom fields. It’s a simple feature that would save us a lot of manual effort and help prioritize leads faster.
S
Simon Ferris
Another vote for this here. We need to sort Opportunities by a custom date field in the opportunity
G
Garret Grant
Looking forward to this!
C
Chris Zuidema
The more I work with GHL, the more you see how underdeveloped it actually is... a simple sort guys.... how many lines of code could that be??
L
Lourens Swart
Yes please
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