Different Custom Fields for Different Pipelines
planned
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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A
Alfredo Cortes
We manage 3 departments, all within the company, so it will be hard to separate pipelines, considering they can have all 3 services
R
Ryan Lucia
How is this not a standard thing. We have 3 pipelines we use pretty heavily and with all the custom fields it has become a mess.
W
William Bronson
So there's been no action from GHL devs to even answer this? Why doesn't it simply allow a default pipeline for a sales role and another for operations role and then apply the proper opportunity fields for each?
A
Ali Hadeed 1
Hi Pallavi Kothari , have there been any updates or progress on this feature? It’s quite critical for us, as our client is dependent on it.
N
N. S. O.
Please, let it be soon! 🙏🙏🙏🙏
D
Davit Kikvadze
OMG 🙏
P
Pallavi Kothari
updated the status to
planned
S
Sam Woods
We are about to have more than 2 pipelines for different users working on different aspects for different opportunities.
Will get real messy quickly.
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
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