improved
Integration
HighLevel: Filter and group opportunities by source, pipeline, and tags
Your HighLevel Opportunity widgets can now zero in on exactly the deals your client cares about.
New filters include:
- Contact Tags:Filter by the tags on each opportunity's linked contact. HighLevel doesn't tag opportunities directly, so we pull tags from the contact instead.
- Source:Show opportunities from a specific lead source.
- Pipeline:Narrow results to a single pipeline.
Additionally, the Stage filter now follows your Pipeline selection, so you'll only see stages that belong to the pipeline you picked.
You can also group any Opportunity widget by Source. To save you a step, the Opportunities section now includes a ready-made Opportunities by Source pie chart, so you can show clients which channels are filling their pipeline at a glance.