Keeping deal records clean can be hard when your team sees the same form for every sale. With conditional deal form rules, your CRM can show only the fields that matter based on the pipeline, stage, status, or other answers already selected. That means less clutter, fewer missed details, and more consistent records for your business.

📌 Why This Matters

Not every deal needs the same information at the same time. A new lead may only need basic contact details, while a deal closer to closing may need pricing, contract terms, or service preferences. Conditional rules help you keep forms simple early on and require the right information later, so your team can move faster without skipping important details.

• Cleaner forms: Team members only see the fields that apply to the deal in front of them.
• Better data: Required fields can be enforced when they matter most.
• More accurate reporting: Consistent records make it easier to understand what is really happening in your sales process.
• Less back-and-forth: Your team can collect the right details before moving a deal forward.

✨ What’s New

• Flexible rule settings: Create rules with a single condition or combine multiple conditions using AND/OR logic.
• Multiple trigger options: Use pipeline, stage, status, dropdowns, radio buttons, checkboxes, and multi-select fields to decide what appears.
• Field and folder control: Show individual fields or full folders only when specific conditions are met.
• Required field enforcement: Make visible fields mandatory so incomplete deals cannot be saved.
• Live rule preview: Review how each rule will work before saving it.
• Works across editing flows: Rules apply when adding, editing, or bulk editing deals on web and mobile.

🛠️ How to Use It

1. Step 1: Open your CRM settings and turn on the conditional deal field option for your account.
2. Step 2: Go to your deal custom fields area and open the conditional rules section.
3. Step 3: Create a new rule and choose the conditions that should trigger it, such as pipeline, stage, status, or another field value.
4. Step 4: Choose what should happen when the conditions are met: show a field, show a folder, or make a field required.
5. Step 5: Check the live preview, save the rule, and start using it right away.
6. Step 6: If needed, manage rules directly from your pipelines area to set up stage-specific requirements more quickly.

📎 Good to Know

• Hidden until needed: Fields and folders included in a show rule stay hidden until the rule conditions are met.
• Default visibility stays the same: Fields not included in a show rule will continue to appear normally.
• Required rules can stack: If more than one rule applies, all required field conditions will be enforced together.
• Admin control: Only admins can create, edit, or delete these rules.
• No automatic changes: Your forms stay as they are until an admin creates the first rule.

💡 Pro Tip

Use required fields at key deal stages like quote, approval, or closing so your team captures revenue-critical details before a sale slips through the cracks.