Deal Type / Custom Fields Based on Deal "Type"

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Guy Gabay

• August 28, 2020 02:00

In our company, as well as I'm sure most others, different services / products are sold. 

Based on product / service type, or "DEAL TYPE", we would like to have the option to display a different set of custom fields. 

 So basically, if we sell SOLAR, we want to see fields X Y Z. 

If we are selling HVAC, we want to see a different set of fields that are relevant to HVAC. 

 

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  Joe Dillamore

  • February 17, 2021 15:43

  Bump. This is crucial for our business as well, and will mean we may have to look for a new CRM if this isn't addressed

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