Hello!
Love the new conditional logic feature in the create deal form based on pipeline. Would also love to have this exact feature based on a specific property in a pipeline. For example, in our sales pipeline, we have different products. It would be great if we could say “If product 1, then fill out these sections relating to product 1 in the deal form” for just the sales pipeline.
Right now, the property “Product 1” would have to be added to all pipelines in order to create conditional logic. This is difficult because our Partnerships pipeline does not require a “Product 1” but it would be a required field for our sales pipeline.
Yes! We have different service types/products and various properties that relate to information we need entered into the system for that specific service. Right now, if you have a pipeline and select certain properties to be filled in by sales team members as they move a deal through the pipeline stages, we don’t have the ability to pick and choose which properties pop up for them to fill in based on the service.
Conditional logic for properties within the pipeline UI would be a HUGE improvement to guide sales people on what information to fill in as they move through the sales process with a deal.
Perfect example already explained in initial idea but to provide my own similar one:
- Deal has a property called “Service Type” (which is our list of offerings) and is filled in after proposal stage in pipeline
- Sales person fills in “Workshop training” as the service type
- Conditional logic opens up 3 other fields that need to be filled in by the sales rep for a “workshop training” like “Delivery Date”, “Design Time”, “Facilitation Time”, etc.