Tasks in Oppotunities
in progress
S
Steve Gubb
Is it possible to add a feature to assign tasks to specific opportunities and show them as a column in the task list? Currently, I have to switch between two screens to associate a task with an opportunity, which is an inefficient workflow.
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P
Pallavi Kothari
in progress
J
Jay Fisher
Pallavi Kothari Please rush this! thank you!
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Iver Aune
Please implement this first:
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Michael Angrave
Iver Aune 100% - Yes, please implement this first, as it's the foundation for how CRMs should work from a sales perspective. The sale is the opportunity, not the contact.
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Matthew Wilson
Iver Aune this might be the most needed update on the entire Go High Level platform.
Fully fleshing out and putting a great finish into the opportunities, pipleline, and payments section and making it easy to hand off into a future, "project management" side of the platform cant come soon enough.
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Anton Mattli ADMIN (PAG)
Having tasks attached to opportunities instead of just contacts is a MUST (as it is for notes)!
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Rich Ribeiro
Here's another opportunity feature idea:
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Drew Lints
When will this happen???
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Derek Fox
How we looking on this, it's the one thing we need to be able to use pipelines as a project manager. Mixing all the tasks in one and not attached to an opportunity is brutal.
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Jay Fisher
regarding opportunity notes, tasks, and conversations. make them be part of the opportunity...not the contact...so that a manager can see all progress (notes, tasks, conversations) specific to the opportunity. this needs to be done asap. I am selling to a large franchise and this was a deal breaker...I have to rapidly build something in another program to try to salvage my deal. If this was completed...I sincerely believe I would be in the implementation stage rather than the sales stage. I just recently switched to GHL and I LOVE IT. Once the opportunity card and notes, conversations, and tasks can be tracked to the opportunity is complete, I will begin transitioning all of my clients to GHL.
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Michael Angrave
This is excellent. Thanks for picking this up. Whilst you are making these amends, it would be well worth considering the ability to associate products to opportunities too. This would make like much easier
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Felipe da Power
Where are the Tasks Metrics on the new Dashboard? Like number of overdue tasks, tasks per user, future tasks for due date (next 7 days for example), avg. time to complete taks, etc.
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Rich Ribeiro
How about also adding an age indicator to the opp card?
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Michael Angrave
Rich Ribeiro Yes, this would be a great idea. I'd also add the ability to filter by opportunities with overdue or due today tasks
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