Sales Pipeline / Automations

My VA does lead generation activities for me. I only put the ones that reach proposal stage into sales pipeline so that it doesn't get too overcrowded. It would be great if I could set up additional pipelines that can be used for a different purpose such as this, and then be able to move a prospect from one pipeline to another if it progresses.

Add an option in workflows to Require approval before sending. Automation creates the invoice or agreement, user approves it and the automation continues.

I have an automation setup to create a project when an opportunity is moved to Closed Won. I'd LOVE if the new project would bring over any info from common fields, as well as any Notes. Today I have to manually process that.

Particularly for existing clients, it would be helpful to be able to change an opportunity into a project. Because this is an existing client, I'm not going through a formal proposal process or anything. I enter projects as opportunities until I receive the official work assignment from them (I'm covered by an annual agreement, so there isn't a new contract every time), but then have to create a new project once that assignment is received. It looks like I'd also have to go back to the opportunities page to set something as complete, even if I mark the project complete? (Again, projects for existing clients)

Using forms and meetings to kick off automations in addition or in place of pipeline status would really help level up the automations and keep the pipeline status neat.

Along with the option for Project Completion - allow for the "Wait for" and "Decision" triggers to include TASK completion.

It would be helpful to be able to glance at the Opportunity Activity screen and see when an Agreement and Email were viewed. Currently we have to click into an Agreement or email to see this. Maybe listed just below each item in the Activity screen. Keep the dates that an email or agreement were created, and just below each, list all the views/open timestamps just under each date on the right.

Would like to see the ability to add messages or incoming calls from new phone numbers to the pipline as a new oportunity so that we can send an auto reply using automations

We can create proper email marketing campaigns with workflows. Only missing thing is "Unsub" link which will stop emailing the lead/client.

I created a custom field for now but it would be good to have the currency dropdown in the Opportunity section because I use the currency in my email template to pitch my maintenance service in general. And when this opportunity is migrated to a client that currency setting should be mapped there.