Hello everyone, I have searched the community but found no clear solution to this topic, so here goes:
For context, we currently have 2 different pipelines for 2 very different type of deal/leads. I have defined the properties that each stage of each pipeline should have, however, when it comes to visualizing and filling in those properties, I am having a problem.
Currently, I rely heavily on the deal preview to see the important information of my deals and edit their properties on their corresponding stages. The problem is that this preview is always the same on both pipelines, and I need it to be specific to each pipeline so that I can access and edit the different information depending on the type of deal I’m dealing with.
In order to do this, the solution I’ve found is to create another “Preview view”, that I’ve attributed to another team I’ve created. The problem being that whenever I want to switch between pipelines, I have to associate or disassociate myself into the team, and I believe that this is very likely not the most efficient way to do this.
Has anyone ever been in a similar situation? Any suggestions for maneuvering this more efficiently would be much appreciated, thx!
Hey @HBernardes - thanks so much for posting in the Community!
I’d like to tag in some Community experts here to see if they have any insight on best practices for this setup! @karstenkoehler, @Anton, @danmoyle - any thoughts on how to achieve this?
Shane, Senior Community Moderator
Hi @HBernardes
Have you tried working with conditional logic?
That means you have one preview but decide which properties are showing based on the pipeline they are in:
Hey @franksteiner79, thanks a lot, that solves it perfectly!