Update Opportunity custom fields with a form submission. Run workflows based on custom dates within an Opportunity.
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Barry Lance
In a real estate pipeline Lead>Buyers Agreement>Offer Submitted>Under Contract, etc., It would be great to be able to fill out an internal Form once a buyer is in contract that updates Custom Fields (specific contract details) within an Opportunity (not contact card) and be able to run workflows from Opportunity Custom Fields, including dates. The Contact card should be for evergreen information. Contract details are Opportunity specific and can change. Therefore, should have ability to update Opportunity custom fields from a form submission.
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Brandon O'Connell
Similarly... I have a client with multiple products and product fulfillment pipelines, where a single contact can be within several pipelines at the same time. Each pipeline can have multiple order fulfillment opportunities, and critical fulfillment data submitted via forms needs to be attached specifically to that opportunity card... NOT the contact. We need form submissions (opportunity custom values) to be able to update directly to an opportunity card.
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Mark Persaud
Hi Barry, theres a suggestion around this https://ideas.gohighlevel.com/forms/p/allow-forms-with-custom-opportunity-fields-to-update-an-existing-opportunity