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53 results found

  1. workflow trigger opportunity

    It would be very helpful to have a workflow automatically trigger an opportunity. For example, when we have a lead we start a workflow. Instead of having the first step in the workflow be to create an opportunity, it would be helpful if the opportunity would be automatically created and then we could go in and update the opportunity with additional details.

    7 votes
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  2. Linking of Contacts, Accounts to Opportunities and Opportunity Notes

    Opportunities can link contacts on the "big picture" side. We would like to see the ability to link an account to opportunities as well, either pending or existing accounts.

    Additionally, we would really like to see all notes made in the opportunity automatically link to any linked contact or account. We currently have to do a double entry on the contact level, which makes it easy for someone to miss and potentially leave the note stuck in the opportunity. For the accounts, we have to make sure the contact linked, then go to the contact record, then link the account…

    15 votes
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  3. Sort Opportunities by Creation Date

    Currently there is no way to sort opportunities based on the creation date only the target date. If added this feature would allow the user to determine when an opportunity was added and gauge how many other opportunities were added in a given time period rather than just seeing when they are estimated to be completed.

    13 votes
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  4. Add a recurring revenue field to opportunities.

    Opportunities show "revenue". There should be a field for one time revenue and another for recurring revenue, like 12b-1 or advisory fees.

    An extrapolation would be the 10 year value of the opportunity.

    24 votes
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  5. Automation link/ create Opportunity

    Please add automation so that when a prospect is created an opportunity can automatically be created linked to that contact.

    16 votes
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  6. Have Opportunity Revenue Categorized for Calendar Year

    Currently closed revenue is cumulative and doesn't show current year. We would like to be categorize for current year revenue.

    7 votes
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  7. Opportunity Permissions for Non-Admins

    For non-admins, remove the ability to assign a permission at the creation of an opportunity. We've had users permission themselves at creation and because they're not an admin, they don't have the ability to adjust or see any permission on that particular opportunity. At the creation of opportunity a permission ability for non-admins creates a situation, if they only select themselves, where it can't be adjusted or seen by other users.

    6 votes
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  8. Show Filter information for Opportunities

    Would be helpful for the Filter Date range to show on the opportunities section. It's confusing when I click "all" and the date filter (that is hidden) filters out opportunities not within the date range.

    14 votes
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  9. Sort Opportunities

    It would be nice to sort opportunities by projected revenue instead of $ amount. If I add an opportunity to charge for a plan, there is no way to sort this because there is no securities involved.

    24 votes
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  10. notifications within opportunities

    Within Opportunities, there should be a Notification button for something to be completed within Opportunities. Right now, I am having to create the Opp, then make an Activity to remind a User to do the next step. It seems redundant. Thanks for your consideration. It would make things more streamlined and efficient.

    49 votes
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  11. Opportunity Notifications

    We are hoping Opportunities may be set up similar to the Activity and Workflow features in regards to notifications. We have multiple Users and multiple Teams in our database. We would like a large Team to have Permission to view the Opportunity but have the capability to turn off notifications on actions/updates done to Opportunities.

    Thank you!

    16 votes
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  12. Link opportunities to the calendar. Particularly link close dates.

    When creating an opportunity, link the close date for the particular opportunity to your calendar. It prevents adding another step and makes using the Opportunity function seamless.
    Anna Dujan

    16 votes
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  13. Add "Last date updated" to opportunities

    Need to add "Last date updated" so we can see the last time someone contacted/worked on the opportunity. Should not have to detail into every opportunity to see how long it it has been since someone contacted or worked on the opportunity

    16 votes
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  14. opportunity filter

    We'd like the opportunity to save our filter choices so we consistently receive the data we are seeking rather than needing to re-filter every time we go to the opportunities screen.

    For example, at the end of 2019, we had opportunities that were pushed out to 2020 close dates. These were removed from the default view until you filtered to include those dates. We had to continually re-filter to be sure we weren't missing any of our current opportunities because the filter defaulted back to 2019 calendar year.

    91 votes
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  15. Contact Record Opportunities

    It would be nice if you were able to tell that a client was associated with an opportunity from their main contact landing page. It would alleviate the necessity to pull up the opportunities sub-tab under each contact individually.

    66 votes
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  16. Connect Activities & Notes to an Opportunity

    Any Activity, Note, or Email should be able to be simultaneously linked to an Opportunity in addition to being linked to a contact and/or Account. Notes inside an opportunity do not automatically link to the corresponding contact(s) and Vice Versa. It is as if Notes inside an Opportunity are hidden within the Opportunity. All Notes and Activities related to a contact should be visible in the contact view, but only the activities and Notes related to the Opportunity should show inside the Opportunity view. This would gather all email communications, notes and activites (past and future) related to that Opportunity…

    66 votes
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  17. Post completed opportunity to Contact notes

    Once an opportunity is marked as closed won or closed lost add the ability to add the whole opportunity into the clients notes

    25 votes
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  18. Opportunity Follow-Ups

    I would want the ability to set a follow-up date on opportunities. Right now you can only set a close date.

    I would envision a tile on the today page that would show my opportunities to follow-up on today.

    45 votes
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  19. Opportunity Report - need date range in the filter so I can see when opportunities were opened

    need date range in the filter so I can see when opportunities were opened

    27 votes
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  20. opportunity archive

    We'd like a way to archive opportunities by year so the information at the top (Closed Won and Closed Lost) is for the current year only rather than since the beginning of time.

    16 votes
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