Custom Deal View for Pipelines

[ridazaidi01]

Hi, Is it possible to customize the left sidebar of a deal based on pipelines?
I have 3 different pipelines with different properties. The deal creation form I have customised using the conditional logic. But now I need different “About this deal” view for each pipeline.

[karstenkoehler]

Hi @ridazaidi01,

Yes, in the record customization options, simply click one of the many gear icons on the record or follow these instructions: Customize records

Once in there, you can specify conditional logic:

Best regards

[ridazaidi01]

Thanks the conditional logic worked for the About this Deal. However, it just gave me option to show or hide. I cannot customize the properties for About this Deal section based on pipelines.

[karstenkoehler]

@ridazaidi01 the common way to solve this is to only keep properties in “About this deal” that are shared across rules and then create additional sections which you show and hide.