Hey all, a client called me and she's not seeing any of her opportunities. Her filters are clear. I am able to see the opportunities when logged into her account from my end. Am I missing something?
In a recent post in the GoHighLevel Official Facebook group, a user raised a concern about a client's inability to see any of their opportunities in the CRM software. The user mentioned that the client had cleared their filters, but still couldn't view the opportunities. Interestingly, when the user logged into the client's account from their end, they were able to see the opportunities.
This issue could be related to various factors within the GoHighLevel software. It's possible that there could be a temporary glitch or bug causing the opportunities to not appear for the client. Another possibility is that there might be a specific setting or permission that needs to be adjusted in the client's account for them to view the opportunities.
As an expert on GoHighLevel CRM software, it's important to note that without further information or access to the specific account, it's challenging to provide a definitive answer. However, it would be advisable to suggest a few troubleshooting steps to the user in the Facebook group.
Firstly, they can try clearing cache and cookies on the client's browser or ask the client to try accessing the opportunities from a different browser or device. Additionally, they can recommend checking the specific filters and ensuring they are correctly configured. If these steps don't resolve the issue, it would be best for the user to reach out to GoHighLevel support for further assistance.
To stay updated on this topic, readers are encouraged to read the comments below this article or refer to the source link provided for any responses or updates from GoHighLevel regarding this issue.
Source
Make sure she has the correct pipeline selected on the opportunities page.
Peter Lewis in the permissions uncheck assign data