Feature Request - Conditional/Nested Fields in Deal Details Section

Ewan Ferguson
Ewan Ferguson Member Posts: 4
First Comment
edited July 2022 in Sales CRM #1

I would certianly find this feature useful and can explain the concept...

My company make 3 different types of sale - Products, Services, Support - for example.  

I have added fields to my Deal Details section to capture information about these sale types. 

Currently all fields show and sales people have to know which fields to fill in and which to leave blank for each sale type.

I would only like the fields pertinent to each sale type to show when the sale type is selected.  This could either be as a result of a selection in another field or by adding a label to the deal.

Could anybody else make use of this feature?

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Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,357
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited February 2022 #2

    This would be possible if you use separate Pipelines for each type of sale and use Required and Important fields to set this up. Currently, there is no other way for Pipedrive to differentiate one type of sale from the other. Totally understand if you can't/don't want to have separate pipelines though.

  • Ewan Ferguson
    Ewan Ferguson Member Posts: 4
    First Comment
    edited September 2021 #3
    Amit Sarda said:

    This would be possible if you use separate Pipelines for each type of sale and use Required and Important fields to set this up. Currently, there is no other way for Pipedrive to differentiate one type of sale from the other. Totally understand if you can't/don't want to have separate pipelines though.

    Amit,

    Love your creative thinking but I would see this as more of a work around than the solution I am after.  Hopefully the feature can be integrated at some stage in the near future.

    Ewan

  • Andreia Freixo
    Andreia Freixo Posts: 186
    100 Comments Pipedrive Team
    CUSTOMER SUPPORT
    edited October 2021 #4

    Hi Ewan,

    Thank you so much for leaving your feedback about our custom fields. You are correct in saying that this is not currently possible. I have passed the feedback along to our product team internally and I can assure you they will review it and take it into consideration. Feedback is very precious to us since it helps us improve.

    To stay updated on new features, you can follow our What's Planned and What's New pages. :)

    Kind regards,
    Andreia

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