Ability to condition a field depending on the selection of another field.
James Marciano commented
The ability to folder Conditional Rules would be very helpful. Similar to the Automation folder system or the Custom field Groups.
Brandon Scogins commented
Add the ability for a Hard Review - meaning, the field is filled out but needs a secondary review/confirmation.
Kate Florio commented
Conditional Required fields that depend on deal stage. This would help simplify the deal form and allow further process creation.
Hit Required Client > Fields become REQUIRED before Deal Stage can be changed further.
Albert Shakhnazarov commented
We are looking to optimize our workflow and ensure consistent data entry. This feature would allow us to create rules or associate fields to Pipeline Stages, meaning a deal wouldn't be able to move to the next stage without data in that custom or system field.
I would like for there to be a way to have fields be mandatory once a change has been made to a specific field.