🌟 Describe the Feature
Enable Opportunities to be company-centric, allowing direct association of an Opportunity with a Company as the primary entity, and support linking multiple contacts to a single Opportunity.
🚀 Justification
Currently, Opportunities are centered around individual contacts, which limits B2B workflows where deals are typically managed at the company level and involve multiple stakeholders. This enhancement would better reflect real-world sales processes and improve data organization, instead of treating the company as almost a footnote.
📝 Suggestions
-Add the ability to select a Company as the main entity for an Opportunity (not just a contact).
-Allow multiple contacts to be associated with a single Opportunity.
-Update the Opportunity UI to include a company dropdown, similar to the current contact selection.
-Extend reporting and automation features to support company-centric Opportunities.
Product Area
Opportunities & Pipelines, Companies, CRM Core, Invoicing
📋 Use Case
B2B organizations need to track deals by company, not just by individual. Sales cycles often involve several contacts (which can easily turnover) within a company, and associating Opportunities directly with companies (and multiple contacts) would streamline workflows, improve reporting, and support more accurate automation.
🚨 Why Should This Be Prioritized?
-Aligns HighLevel with standard B2B CRM practices.
-Reduces manual workarounds and data inconsistencies.
-Enables better reporting, automation, and invoicing by company.
-Supports more complex sales cycles and buying committees.
🧠 Additional Context
This functionality would also be highly beneficial for invoicing, as it would allow invoices to be associated with companies rather than individuals, reflecting real-world business transactions more accurately.
🌟 Describe the Feature
Enable Opportunities to be company-centric, allowing direct association of an Opportunity with a Company as the primary entity, and support linking multiple contacts to a single Opportunity.
🚀 Justification
Currently, Opportunities are centered around individual contacts, which limits B2B workflows where deals are typically managed at the company level and involve multiple stakeholders. This enhancement would better reflect real-world sales processes and improve data organization, instead of treating the company as almost a footnote.
📝 Suggestions
-Add the ability to select a Company as the main entity for an Opportunity (not just a contact).
-Allow multiple contacts to be associated with a single Opportunity.
-Update the Opportunity UI to include a company dropdown, similar to the current contact selection.
-Extend reporting and automation features to support company-centric Opportunities.
Product Area
Opportunities & Pipelines, Companies, CRM Core, Invoicing
📋 Use Case
B2B organizations need to track deals by company, not just by individual. Sales cycles often involve several contacts (which can easily turnover) within a company, and associating Opportunities directly with companies (and multiple contacts) would streamline workflows, improve reporting, and support more accurate automation.
🚨 Why Should This Be Prioritized?
-Aligns HighLevel with standard B2B CRM practices.
-Reduces manual workarounds and data inconsistencies.
-Enables better reporting, automation, and invoicing by company.
-Supports more complex sales cycles and buying committees.
🧠 Additional Context
This functionality would also be highly beneficial for invoicing, as it would allow invoices to be associated with companies rather than individuals, reflecting real-world business transactions more accurately.