Conditional Opportunity Fields in HighLevel

TL;DR

HighLevel now supports conditional logic for opportunity fields. Admins can control visibility and requirements for fields based on other data points. No immediate action is required from agency owners.

Who this affects

This update affects all HighLevel administrators and agency owners managing sales pipelines and opportunity tracking. It is relevant for anyone who wants more dynamic control over data collection in their HighLevel accounts. HighLevel has not confirmed if this feature is gated by plan level or sub-account setup.

What changed

HighLevel has introduced conditional logic for opportunity fields. This allows administrators to precisely control the user experience for filling out opportunity details. Specifically:

• Admins can control which opportunity fields show up based on conditions.
• Admins can control which opportunity fields are required based on conditions.
• Conditions can be based on pipeline stage.
• Conditions can be based on status.
• Conditions can be based on other field values.
• Logic can be built with 'and' or 'or' conditions.
• Conditions can span across pipelines.
• Conditions can span across stages.
• Conditions can span across statuses.
• Conditions can span across text fields.
• Conditions can span across number fields.
• Conditions can span across dropdowns.
• Conditions can span across radio buttons.
• A single field can be shown only when conditions are met.
• A whole folder of fields can be shown only when conditions are met.

HighLevel has not confirmed any limits or plan gating for this feature. HighLevel has not confirmed the rollout status for this feature.

Where to find it

HighLevel has not published the exact location for this new feature. Based on its function, it will likely be found within the settings for custom fields or pipeline configuration, possibly within the 'Settings' section of a sub-account, under 'Custom Fields' or 'Pipelines', where existing opportunity fields are managed.

How agencies will use this

Agency owners can use this to streamline their clients' sales processes. For example, an agency managing a client's roofing business might set up an opportunity pipeline. When an opportunity reaches the "Proposal Sent" stage, additional fields like "Proposal Value" (number field) and "Expected Close Date" (date field) could automatically become visible and required. Furthermore, if the "Proposal Value" exceeds $10,000, an additional dropdown field for "Financing Options Discussed" might appear, requiring the sales team to confirm they've covered high-value financing. This ensures data integrity by only prompting for relevant information at each stage of a client's sales cycle.

Our take

This is a major update for HighLevel users focused on sales processes and data quality. It provides significant control over the user experience when managing opportunities. This capability allows agencies to enforce better data collection practices and improve efficiency for their clients' sales teams. This is a feature that many have requested.