Customize the fields based on the deal pipeline

It would be great to customize which fields are shown or required based on the pipeline that the deal is in.


Specifically, we have a pipeline for sales, affiliates, and investors.  The specifics of each particular deal are very different, so I'm looking for a way to drill down what our salespeople see and are required to fill out dependent on the pipeline.

1 Reply
Occasional Contributor

Yes, we have clients that need this. Following the HubSpot model, some deals are sales, and others are speaking opportunities. They each have custom properties.