I wish I could add conditional properties to a record create form based on the values of 2+ fields.
Example:
If Deal Owner is: X
AND
Pipeline is: X
Then show, X property
Status: Idea Submitted
I wish I could add conditional properties to a record create form based on the values of 2+ fields.
Example:
If Deal Owner is: X
AND
Pipeline is: X
Then show, X property
I feel like is a pretty big miss when it comes to conditional properites. We have a Customer Success Team that goes after churn opportunies and also upgrades. They have their own pipeline but also have a deal type (gold upgrade vs churn) if they have a closed lost deal I’d love to be able to say closed lost and deal type is churn then present churn closed lost reasons