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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P
Pallavi Kothari
Merged in a post:
Sort By (More Options) in Opportunities
C
Christopher Cool
ATM we are limited to sorting 'Opportunities' by 'Date Added' & 'Deal Value'. I would like to have more options including: Sort by 'Title'. I name all my deals starting with the date. Please consider this request.
P
Pallavi Kothari
Merged in a post:
Sorting Custom Opportunity Fields
J
Jeff Henry
The ability to use the Opportunity Sort option on custom opportunity fields, such as custom dates, tags, or owners, would be highly beneficial. Currently, sorting is restricted and doesn't support sorting by our specified dates. This appears to be a straightforward enhancement, enabling all opportunity cards to be sorted by any chosen field on the list.
V
Valentine Ries
CRAZY THIS HASN'T BEEN UPDATED IN OVER A YEAR!!
H
Harry Corbett
Can we get some more up votes on this please! One of my clients has their own internal quote number and can't sort by this number. Should be a basic feature.
K
Keith Besherse
Harry Corbett, by my count we have 130 votes. Core Platform Sales & Marketing Canny
K
Keith Besherse
Ideas Board Finds: Sort Opportunities by Custom Field (https://youtu.be/8OTlrSy7EVc):
S
System X Designs Marketing
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.
P
Pallavi Kothari
Merged in a post:
Sort by custom fields on opportunity pipelines
M
Matthew Rogers
Currently on "opportunities", when you click on "sort", you can only sort your cards with the following fields available on Highlevel:
- Created On
- Updated On
- Last Stage Change Date
- Last Status Change Date
- Opportunity Name
- Stage
- Status
- Opportunity Source
- Opportunity Value
- Days since last stage change date
- Days since last status change date
- Days since last updated
However, it would be amazing if we could sort by our own custom fields.
For example, I created a custom field called "entry date", as I am doing a bulk import from Monday.com, and want to keep track of when those old leads were created.
Since all of those leads were imported into HL at the same time - I can't sort by "created on" or "updated on" - as they all show the same date.
That's why my "entry date" custom field is so important - and I'd love to be able to sort opportunities by custom fields. I'm sure other people will also find this feature very useful!
A
Ashlyn Seay
Agreed! We have a "due date" custom field and it would be extremely beneficial for us to be able to sort opportunities that way.
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.
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