Opportunities & Pipelines

I would like the ability to duplicate the Opportunity object or create a second Opportunity style board for non sales workflows. I am aware that access can be limited by user permissions, but that is not the issue. Even users with access to multiple areas should still be able to view and manage this work as a separate object with its own pipelines. Opportunities works great for acquisition because it gives contact based cards, stages, pipelines, and workflow compatibility. But many businesses also need a separate board for current clients after the sale is complete. In my case, I need a separate current client pipeline for reservation requests and post sale onboarding. This work is not handled by the sales team. It is handled by a different division of the company. I do not want those interactions mixed into acquisition, but I still need the same contact card experience that Opportunities provides. The key requirement is that this second board must use contact cards just like Opportunities, so teams can visually manage current client workflow by contact, stage, and status. When the phone rings or a contact communicates with us, we should be able to place that contact into the appropriate object and pipeline based on the type of interaction. Sales related communication should go into Opportunities. Current client service, onboarding, and fulfillment related communication should go into a separate object with its own pipelines. A valuable improvement would be one of these: Allow duplicating the Opportunity object Allow custom objects to use the same board and pipeline system with contact cards Add a second native pipeline type for customer service, onboarding, and fulfillment workflows with contact cards This would make GHL much stronger as a true operating system, not just a sales pipeline tool.

There should be an option in Automations/Opportunities that allows you to set up a rule to pause an automation if the opportunity changes stages. Currently, there is the “Remove Workflow” feature, but, for example, if you have 50 automations and a new automation is created, you have to manually add that new automation to all 50 “Remove Workflow” rules. It’s more complicated this way. It might be in the same settings section

Currently, Custom Fields that store URLs are displayed as plain text, requiring users to open the record and scroll to access and use the link. This adds unnecessary friction, especially for teams that frequently work with project-related or opportunity-related links. Our team would benefit from having the ability to display URL-type Custom Fields as clickable buttons or hyperlinks directly in the kanban view (and ideally in list views as well). This would improve usability and allow for quicker navigation without needing to manually copy-pasting or open each record manually.

It would be nice to show "notes" created for a contact to show them on the list view. Those are available on the board view. Also, if we can show them on Dashboard widgets for opportunities or contacts, that would be nice.

Currently, when the workflow writes into the notes, it is written in the contact record itself. However, we have clients who have MULTIPLE opportunities per contact, so a mixed bag of notes from many opportunities is a bit confusing for them. It will be huge help if the note written on the opportunity will be displayed in that particular opportunity only. Even if the notes get mixed up in the contact record, that's alright as long as notes written in the opportunity STAYS in that specific opportunity.

Add the ability for admins to turn on a feature which makes completing the lost reason field mandatory when marking a opportunity lost. This forces the Sales team to capture lost reasons, otherwise we are missing out on important sales intelligence/data.

You should be able to revert bulk opportunities so if you want all contacts selected would go back to their past stages and it was like you never sent it to begin with. I know the other bulk features have a revert like the import for example. Why not for the opportunities?

I would like to suggest the developer team to allow the user to bulk assign followers under opportunity. As you can see in the picture, the stage section is required where as each contact has their own stages. It's not practical to change for every contact. Mu suggestion is to make the section not required. So, user can add followers in bulk (50 contacts at a time) without caring about the stages.

Home service businesses need more than pipelines and tasks. Right now we patch things together with custom fields, notes, tags, and external tools. It works, but it is not clean. Trades need native job management inside the opportunity itself. Here is what would move the needle: Core Job Profit Tracking Inside Opportunities • Materials tracking with cost price, markup, supplier • Labour tracking with hours per staff member • Internal cost per hour linked to payroll rates • Subcontractor costs • Automatic gross profit per job • Automatic net profit per job • Live margin percentage displayed inside the opportunity If this lived natively inside an opportunity, you would give every home services business a reason to switch. What we currently have to manage externally • Stock and inventory • Materials used per job • Labour hours per job • True cost versus quoted price • Real job margin Softwares like Tradeify and Jobber win here because they show real job profitability at a glance. If GHL added: • A Job Costing tab inside Opportunities • Line items for materials and labour • Auto calculation of profit • Export to QuickBooks with cost breakdown • Dashboard view of total profit per pipeline stage You would own the trade market. Secondary Opportunity Professional services also need structured onboarding inside opportunities. Examples: • Law firms needing KYC checklists • Finance firms needing compliance tracking • Service businesses needing structured onboarding stages A templated onboarding module inside Opportunities would solve this. But the biggest win is clear. Build native job profit and job management for trades inside Opportunities. If you do that, GHL becomes the only CRM a home services company needs. Marketing. Sales. Operations. Profit tracking. All in one place. That is the gap.

Hey! I need to request a feature. Right now when opportunities are marked Won/Closed, they disappear from the pipeline board view. This forces my team to use List View and filters to see them. Can you add a pipeline setting to toggle "Show Won/Closed opportunities in board view"? My team needs to see all deals including recent wins at a glance without extra clicks. This is standard in other CRMs like HubSpot and Pipedrive. Would be a huge help for agencies managing less tech-savvy teams. Thanks!