Does anyone else want the ability to have specific custom fields based on the pipeline?

Martin Boonzaayer
Martin Boonzaayer Posts: 62
5 Up Votes
edited July 24 in Sales CRM #1
Does anyone else want the ability to have specific custom fields based on the pipeline?

Does anyone else want the ability to have specific custom fields based on the pipeline? 1 vote

Yes
100%
Reiss Moore 1 vote
No
0%

Comments

  • David Safeer
    David Safeer Posts: 3
    edited December 2021 #2

    Doesn't this exist? I use custom fields. For contacts. Can't it be used in opportunities?

  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited December 2020 #3
    THis would be especially convention for the deal details based on pipeline. Such as the case with us we currently use separate pipelines for different profit centers. which have different service details. That said the details would need to remain constant after created and if the deal is moved to a different pipeline they would need to remain the original. We also transfer deals to an Estimating pipeline for the estimator and he would receive deals that originated from different pipelines. There could also be a function to convert the deal to a different pipeline type of deal that then changed and blanked the details.