Feature Development Request: Conditional Custom Field Visibility Based on Pipeline Stage
T
Trizions Consultancy Services
Implement a feature that allows administrators to define conditional visibility rules for custom fields based on the lead's current pipeline stage. This will enable the system to dynamically display or hide specific custom fields, ensuring that relevant information is collected at the appropriate stages of the lead lifecycle.
Problem Statement:
Currently, custom fields are either always visible or always hidden, regardless of the lead's pipeline stage. This limitation results in:
Data clutter: Users are presented with irrelevant custom fields during stages where the information is not required.
Inefficient data collection: Critical information may be missed if it's not prompted at the right stage.
Reduced user experience: Users may find the interface confusing or overwhelming with unnecessary fields.
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