Conditional Opportunity Custom Fields
under review
S
Steven Smith
It would be great if on opportunities (and contacts) if we had the ability to make fields/custom fields conditional based on responses to other fields. It would help keep clutter down with all the custom fields and we would personally use it as like a lead intake form or question guides for our CSRs as they are talking with new leads.
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P
Pallavi Kothari
marked this post as
under review
P
Pallavi Kothari
Merged in a post:
Conditional Logic on Opportunity Questions
P
Philip Fairley
Our clients need the ability to have conditional logic, so if they select a certain value in a field, additional fields then appear. Many of our clients have detailed information they need from several different categories. Legal - so depending on how their lead answers a question over the phone, they have follow up questions.
So currently, the New Opportunity is very long, and a lot of irrelevant questions are cluttering up the Opportunity.
Conditional logic would be a game changer!
R
Ripley Salgueiro
How do we get them to add this! Would be a game changer for us too!
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Michael Angrave
I also think this is needed. I appreciated this can be achieved through forms, however, it would be ideal to be managed through the GHL admin interface too.
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Brook Borup
This is possible in forms and surveys for both opportunities and contacts.