May 20

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Opportunities List View

By David Holland

May 20, 2024

Introduction of List View for Opportunities via Labs provides a tabular and customizable view to interact with opportunities, including sorting, customizing fields, exporting, and feature parity with Board View. Users can access List View by enabling the feature in Labs and switching views in the Opportunities section, offering benefits like enhanced visibility and increased customization. Note: Changes in Labs might disrupt custom CSS/JS, so make major adjustments before the Live Date on July 20, 2025.

Client Portal > Subscription Management – Enhancements

**TLDR:** Users can now view, delete, and update subscription payment cards easily and securely, enhancing control and flexibility

Client Portal > Subscription Management – Enhancements

Sync your GHL Invoices to Wave Accounting

**TLDR:** Users can now sync invoices from GHL to Wave for streamlined accounting. To set up, go to

Sync your GHL Invoices to Wave Accounting

Contacts: Estimates now available in Payments tab

Users can now send estimates directly from the contact page, with pre-populated contact details. Track sent estimates via

Contacts: Estimates now available in Payments tab

Invoices & Estimates: Now available in Opportunities

**TLDR:** – New Payments tab in Opportunities for sending/viewing estimates/invoices. – Navigate to Payments Tab, create/send invoices, auto-redirect

Invoices & Estimates: Now available in Opportunities

Unlabeled Cards in Opportunity View

New “Unlabeled” card layout for Opportunities improves data viewing with streamlined design, allowing more info per card and

Unlabeled Cards in Opportunity View

Fetch Product Details using Pluck and Join in Workflows

**New Features:** – **Pluck and Join Helpers**: Streamline automation by extracting specific dataset fields and combining them into

Fetch Product Details using Pluck and Join in Workflows

Direct Your Visitors to a Clear Action at the Bottom of the Page

Clear Call To Action Button