Customize Custom Opportunity Fields by Pipeline
C
Clayton Joyner
I would like to be able to hide/show custom opportunity fields based on which pipeline they are in.
For Example:
In insurance, the fields in the opportunities sidebar will be different if they are a commercial client or a personal lines customer. This is also true in a bunch of other business use cases as well.
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A
Adam Campbell
I agree with these comments! It would be helpful if you could select which pipeline(s) you want an opportunity custom field to populate in.
C
Chris Austin
Absolutely! In legal you have different case types that need very different information.