We now have opportunity custom fields and we are soon getting “contact types”.

We would like to have opportunity types as well. Some companies have different types of products or objects they wish to manage with different fields on different pipelines.

For us, for example, where we service dealerships. We have service repair orders, which have different fields around the time spent servicing and the service type. We have car sales, which have vehicle and finance and sales related fields. We also have vehicle objects, which have to go through steps in a sequential process to get “ready for sale”, and also have their own object fields.

Being able to create separate opportunity object types with separate fields actually allows the deal board to be used for many things outside of just sales, like a hiring board for employees, a task board for a recurring process within the business, or even a project management tool.