Conditional Opportunity Custom Fields
complete
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
updated the status to
complete
Hi
Thanks for upvoting this idea - its now live
Please try it out and share your feedback
R
Ripley Salgueiro
Pallavi Kothari Hi - I have tried this out and there are four really big flaws:
- There is a restriction of 5 max outcomes per trigger.
- There is a maximum of 10 conditions for opportunities! I was in the middle of finally sorting out our back end fields and then have been hit by this cap - now it is not fit for purpose and doesn't help us at all...
- The conditional fields automatically show below the trigger field - this is redundant and looks messy. They already show relevantly where desired (whether that be on a separate folder or on the same one).
- If you have one conditional logic already on a field or folder, you cannot add another! For a lot of companies, they will require multiple sets of conditional logic on different lines of questionning.
Can these be fixed quickly? I am sure lots of others will struggle with this!
P
Pallavi Kothari
updated the status to
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!
M
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.
B
Brook Borup
This is possible in forms and surveys for both opportunities and contacts.