Opportunity forms can now adapt automatically based on each deal.

Admins can control which fields or folders appear—and which fields are required—based on an opportunity’s pipeline, stage, status, or other field values.

What’s New

• Create rules using single conditions or AND/OR logic.
• Use pipeline, pipeline stage, status, dropdown, radio, checkbox, and multi-select fields as triggers.
• Show individual fields or entire folders when conditions are met.
• Make visible fields mandatory and prevent incomplete opportunities from being saved.

• Preview each rule in real time before saving.
• Apply rules across Add, Edit, and Bulk Edit flows on web and mobile.
• Manage pipeline-specific rules directly from the Pipelines page.
• Activate rules immediately after saving.

How to Get Started

1. Go to Settings → Labs.
2. Enable Show & Require Opportunity Fields Conditionally for the sub-account.

3. Navigate to Settings → Custom Fields → Opportunity → Conditional Rules.

4. Click Create conditional rule.
5. Choose the trigger conditions and connect them using AND/OR logic.
6. Select an outcome:

– Show field

– Show folder

– Make mandatory

7. Review the live preview and click Save rule.

You can also go to Settings → Opportunities & Pipelines, open a pipeline or stage’s Actions menu, and select Manage conditional rules.

Why It Matters

• Keep opportunity forms focused on relevant information.
• Collect required details at the right stage of the sales process.
• Improve reporting accuracy and consistency.
• Standardize data collection across pipelines and teams.
• Prevent opportunities from being saved with missing required information.

Good to Know

• Fields and folders included in a Show rule remain hidden until its conditions are met.
• Fields not included in a Show rule remain visible as usual.
• If multiple rules apply, their mandatory requirements are combined.
• Only Admins can create, edit, or delete rules.
• Rules are configured separately for each sub-account.
• Nothing changes until an Admin creates the first rule.
• Validation applies to saves on web and mobile, but not to Public API or workflow-based updates.

Need to help a customer reschedule? You can now generate and copy an appointment’s reschedule link directly from the appointment, making it easy to share whenever a customer needs it.

This is available across Meetings and Services.

✨ What’s New?

You can now generate a reschedule link on demand from an existing appointment.

• Generate a reschedule link directly from the appointment
• View the generated link instantly
• Copy the link to your clipboard in one click
• Share it with the customer through whichever channel works best for you

Customers can open the shared link and reschedule their appointment without having to find an earlier email or notification containing the reschedule link.

⚙️ How to Use It

Open an appointment from anywhere you manage appointments, including Contacts, Conversations, Appointments, or Opportunities.

Then:

1. Open the appointment.
2. Click the Appointment Actions icon.
3. Select Generate Reschedule Link.
4. Once the link is generated, click Copy Link.
5. Share the link with your customer.

That's it! The customer can use the link to open the rescheduling flow and choose a new time for their appointment.

🔐 Respects Appointment Permissions

Existing appointment permissions continue to apply.

Users without the required appointment management permissions will not be able to generate a reschedule link and will see the existing disabled state and permission guidance.

Need to help a customer reschedule? You can now generate and copy an appointment’s reschedule link directly from the appointment, making it easy to share whenever a customer needs it.

This is available across Meetings and Services.

✨ What’s New?

You can now generate a reschedule link on demand from an existing appointment.

• Generate a reschedule link directly from the appointment
• View the generated link instantly
• Copy the link to your clipboard in one click
• Share it with the customer through whichever channel works best for you

Customers can open the shared link and reschedule their appointment without having to find an earlier email or notification containing the reschedule link.

⚙️ How to Use It

Open an appointment from anywhere you manage appointments, including Contacts, Conversations, Appointments, or Opportunities.

Then:

1. Open the appointment.
2. Click the Appointment Actions icon.
3. Select Generate Reschedule Link.
4. Once the link is generated, click Copy Link.
5. Share the link with your customer.

That's it! The customer can use the link to open the rescheduling flow and choose a new time for their appointment.

🔐 Respects Appointment Permissions

Existing appointment permissions continue to apply.

Users without the required appointment management permissions will not be able to generate a reschedule link and will see the existing disabled state and permission guidance.

Need to help a customer reschedule? You can now generate and copy an appointment’s reschedule link directly from the appointment, making it easy to share whenever a customer needs it.

This is available across Meetings and Services.

✨ What’s New?

You can now generate a reschedule link on demand from an existing appointment.

• Generate a reschedule link directly from the appointment
• View the generated link instantly
• Copy the link to your clipboard in one click
• Share it with the customer through whichever channel works best for you

Customers can open the shared link and reschedule their appointment without having to find an earlier email or notification containing the reschedule link.

⚙️ How to Use It

Open an appointment from anywhere you manage appointments, including Contacts, Conversations, Appointments, or Opportunities.

Then:

1. Open the appointment.
2. Click the Appointment Actions icon.
3. Select Generate Reschedule Link.
4. Once the link is generated, click Copy Link.
5. Share the link with your customer.

That's it! The customer can use the link to open the rescheduling flow and choose a new time for their appointment.

🔐 Respects Appointment Permissions

Existing appointment permissions continue to apply.

Users without the required appointment management permissions will not be able to generate a reschedule link and will see the existing disabled state and permission guidance.

Need to help a customer reschedule? You can now generate and copy an appointment’s reschedule link directly from the appointment, making it easy to share whenever a customer needs it.

This is available across Meetings and Services.

✨ What’s New?

You can now generate a reschedule link on demand from an existing appointment.

• Generate a reschedule link directly from the appointment
• View the generated link instantly
• Copy the link to your clipboard in one click
• Share it with the customer through whichever channel works best for you

Customers can open the shared link and reschedule their appointment without having to find an earlier email or notification containing the reschedule link.

⚙️ How to Use It

Open an appointment from anywhere you manage appointments, including Contacts, Conversations, Appointments, or Opportunities.

Then:

1. Open the appointment.
2. Click the Appointment Actions icon.
3. Select Generate Reschedule Link.
4. Once the link is generated, click Copy Link.
5. Share the link with your customer.

That's it! The customer can use the link to open the rescheduling flow and choose a new time for their appointment.

🔐 Respects Appointment Permissions

Existing appointment permissions continue to apply.

Users without the required appointment management permissions will not be able to generate a reschedule link and will see the existing disabled state and permission guidance.