Different Custom Fields for Different Pipelines
R
Rolando Riggio
It would be great if we can have different fields/custom fields display in different pipelines.
For Example: If I have Residential/Commercial Clients.
I would like to run two different pipelines; one for Residential & one for Commercial.
However it's hard to judge, categorize, and organize a large Commercial clients by the same field parameters as a Residential Client & vise versa.
If we can have certain fields within certain pipeline that would allow us to provide much more attentive to detail services for our customers.
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P
Pallavi Kothari
Merged in a post:
Ability to associate Opportunities Folders and Fields be specific to pipelines
A
Admin Work Smarter CRM
My clients want specific opportunity folders and fields associated with specific pipelines. An example is a Speaker who is tracking their outreach to book speaking gigs. They want specific opportunity fields that do not show in their normal sales pipeline. It adds clutter when all the opportunity folders and fields show on all pipelines.
P
Pallavi Kothari
Merged in a post:
Allow custom field folders and fields to be conditionally displayed based on logic such as pipeline.
R
Randall Chalan
Example Use Case:
For industries with multiple case types (e.g., Mortgage vs Insurance), each case type requires completely different data fields. Showing all folders to all users leads to:
A cluttered and overwhelming Opportunity view
Increased user confusion
Higher chance of entering data in the wrong fields
Difficulty training new team members
Inefficient workflows
Requested Functionality:
The ability to set conditions such as:
Show these fields only if Pipeline = Mortgage Pipeline
P
Pallavi Kothari
Merged in a post:
Ability to Show/Hide Custom Opportunity Fields by Pipeline
T
Tanya Rivera-Falcone
Currently, when a custom field is created for Opportunities in GHL, it appears across all pipelines. This creates unnecessary clutter and confusion—especially for teams managing multiple, distinct sales workflows (e.g., RFP pipelines, service sales, client onboarding, etc.).
Feature Request:
We need the ability to conditionally display custom Opportunity fields based on the pipeline they belong to. Ideally, this would be managed within the Pipeline or Custom Field settings, allowing users to toggle visibility for each field per pipeline.
Use Case:
For example, our RFP Pipeline requires custom fields like:
RFP Source
Submission Deadline
Scoring Criteria
PWin Estimate
These fields are completely irrelevant to our other pipelines (e.g., retainer sales or support requests), but they still show up universally, causing clutter and user error.
Benefits:
Cleaner, more relevant pipeline experiences
Increased usability and efficiency for teams managing multiple products/services
Reduced training overhead and data entry mistakes
Suggested Features:
Visibility toggle for each custom field by pipeline
Ability to group or categorize fields per pipeline
Optional conditional logic for dynamic field display based on stage or field values
This would make the CRM significantly more scalable for agencies, consultants, and firms managing varied sales motions.
P
Pallavi Kothari
Merged in a post:
Hide/Show/Select Specific Custom Fields/Values (Customizable) for different pipelines when opening opportunities
M
Michael Sadiwa
Can we customize what custom fields only to show on selected pipelines?
L
Lance Spalding
This would be very helpful. Some businesses use Pipelines for Sales Opportunities Management and then another Pipeline to manage Production or Operations. Which mean the ability to choose what fields/custom fields you see on the opportunity card per different pipeline would be a great feature.
Also you would need the ability to automate the moving of an accepted quote from the sales pipeline to the projection pipeline.
B
Bianca Shaffer
YESSSSSS!!! this would help so much.
B
Brady Bell
+1, would love this. It is a mess right now with multiple pipelines.
D
Dylan Husanov
Please GHL do this
M
Martin Taylor
try the "hide empty fields" option
C
Carter Harkins
Would love to see this, too!
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