Different Custom Fields for Different Pipelines
R
Rolando Riggio
It would be great if we can have different fields/custom fields display in different pipelines.
For Example: If I have Residential/Commercial Clients.
I would like to run two different pipelines; one for Residential & one for Commercial.
However it's hard to judge, categorize, and organize a large Commercial clients by the same field parameters as a Residential Client & vise versa.
If we can have certain fields within certain pipeline that would allow us to provide much more attentive to detail services for our customers.
Log In
L
Lance Spalding
This would be very helpful. Some businesses use Pipelines for Sales Opportunities Management and then another Pipeline to manage Production or Operations. Which mean the ability to choose what fields/custom fields you see on the opportunity card per different pipeline would be a great feature.
Also you would need the ability to automate the moving of an accepted quote from the sales pipeline to the projection pipeline.
B
Bianca Shaffer
YESSSSSS!!! this would help so much.
M
Martin Taylor
try the "hide empty fields" option
C
Carter Harkins
Would love to see this, too!
C
Chris Gault
I have been trying to find a way for this too as we have multiple pipelines and the opportunity cards are getting very long with boxes that apply to one pipeline and not the other. Makes it very unclear for managing deals across different departments.
A
Austin Andrade
Definitely need this.