Propriety based on the Pipeline

[TDausque]

Hello,

When I create a Deal, I would like to display the priorities that interest me based on the defined pipeline. The fields to be completed depend on the type of deal we have.

Do we have the opportunity to adapt that?

Thank you very much.

[Bryantworks · Accepted solution]

Hey @TDausque 

You can certainly do that!  Head to the Settings cog > Sales > Deals and choose the properties that your team sees when they view a deal and those they see when creating a deal.  Do keep in mind I don't think you can do this per pipeline, but rather an overarching definition of the properties your team views.

Hope this helps!