Opportunity Conditional Custom Fields Setup Explained

TL;DR

HighLevel released a video demonstrating how to set up conditional custom fields for opportunity forms. Agency owners should review this if they need dynamic field behavior in their sales pipelines.

Who this affects

HighLevel has not confirmed who is affected. It likely impacts agency owners and SaaS entrepreneurs who manage sales pipelines and client opportunities within HighLevel. Those who use opportunity forms and need to collect specific information based on previous inputs will find this relevant.

What changed

This update is a video demonstration on setting up conditional custom fields for opportunity forms. The video teaches how to navigate to conditional rule settings. It explains triggers and outcomes for these custom fields. It shows how to configure dynamic field visibility and mandatory rules. The video demonstrates how to test setups using the live preview. It also reviews important platform considerations for conditional custom fields. HighLevel has not confirmed rollout status, limits, or plan gating.

Where to find it

HighLevel has not confirmed where in the product these settings are located. Based on the description, these settings are likely found within the custom fields section, accessible when creating or editing custom fields for opportunities. Users would typically navigate to 'Settings' > 'Custom Fields' or within the 'Opportunities' section when editing pipeline stages or forms.

How agencies will use this

Agencies can use this to streamline their sales processes by making opportunity forms more intelligent. For example, an agency might have a custom field for "Service Type Interested In" on an opportunity form. If a prospect selects "Website Design," new conditional fields could appear, asking for "Number of Pages" and "E-commerce Functionality Required." If they select "Ad Management," a different set of fields like "Monthly Ad Spend Budget" and "Target Platforms" could become visible and mandatory. This dynamic behavior ensures that sales reps collect relevant data without overwhelming prospects with unnecessary questions, making the intake process more efficient and tailored. This reduces manual data cleanup and ensures all critical information for a specific service is gathered upfront.

Our take

This is a standard update, a video explaining a feature, not a new feature release itself. It is helpful for those who use opportunity forms and need more sophisticated data collection. However, for agencies not heavily relying on dynamic opportunity forms, this is a minor update. Review the video if your sales pipeline forms are complex and require conditional logic.