Can fields be shown or hidden based on the pipeline field?
Yes, fields and sections can be shown or made mandatory based on the pipeline using the Layout rules.
For example, you can show certain fields if a record is in a specific pipeline.
Related Articles
Can I bulk update the layout or stage field of a deal?
Yes, you can bulk update the layout and stage of deals. Both layout and stage will be listed in the Fields dropdown after you click Mass Update. You need to select which pipeline and stage to move the deals to. You can choose Pipeline instead ...
How is a page layout different from using multiple sales pipelines?
Page layouts are used to capture details of different records in a single module. For example, you need to gather different details from customers who purchase a mobile device than for customers who have a mobile device service. So, though both the ...
Adding Layouts Rules
Layout Rules in Zoho CRM offer an interface for you to seamlessly manage dependency between fields in a layout. Your sales data are often inter-dependant. Consider the following examples. In a real estate company, the particulars required from a ...
Multiple Sales Pipeline
What is a sales pipeline? A sales pipeline is a visual representation of your sales process that shows where your prospects are in the buying cycle, how many open deals you have, how long a particular deal stayed in each stage, and whether you have a ...
What will happen to the deals when a pipeline is deleted?
When a pipeline is deleted following will occur: Closed deals will be retained in the pipeline. You will not be prompted to transfer them to another pipeline. Open deals must be transferred to another pipeline from the same layout. You will be ...