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InterAction+™ Hybrid Answer Center

Configure Intelligent Opportunity Forms

  • Updated

A firm’s opportunity pipeline is only as strong as the data that supports it. Intelligent Opportunity Forms allow you to design a consistent, well-organized opportunity experience in InterAction+ that reflects your firm’s workflows, reduces user friction, and improves data quality for reporting and pipeline management.

Intelligent Opportunity Forms provide a configurable, standardized layout for Opportunities in InterAction+. Using a drag-and-drop form builder, administrators can:

  • Define consistent create, view, and edit experiences

  • Control which system and custom fields appear on opportunity forms

  • Organize fields to match firm workflows

  • Simplify the user experience by removing unnecessary fields

All form changes apply consistently across the opportunity lifecycle. Watch the video below for a quick overview.

Before You Begin

  • The API Server Version: 1.3.2601.1905 and Database Update 26M01 are required to create Intelligent Opportunity Forms. Please visit the Support Site for installation instructions.

  • Verify that you have administrator access to Firm Settings in InterAction+.

    Form configuration changes affect all users who access Opportunities. Review changes carefully before publishing.

Access Opportunity Form Layout Settings

  1. Select Firm Settings.

  2. Select Layout.

  3. Select Opportunities.

The Intelligent Opportunity Form builder opens.

Organize Fields Using Drag and Drop

  1. Select a form Section.

  2. Drag fields to reorder them within the section.

  3. Drag fields to move them between sections.

  4. Drag priority fields to the top of the form to highlight critical information.

Add Or Remove Fields on the Form

This configuration supports faster updates and improves user adoption.

  1. Open the field selector.

  2. Select any Active System Field or Custom Field. See Custom Fields to learn more.

  3. Add the field to the form layout.

  4. Remove unnecessary system fields to simplify the form. Both Standard and Custom fields can be set as required or optional, and as active or inactive. Inactive fields are not available in the layout builder. Some essential Standard fields cannot be edited because they are required to save a record.

    Only active fields are available for selection.

  5. Review the form layout.

  6. Validate required fields and field order.

  7. Select Save.

All changes apply immediately and consistently across opportunity create, view, and edit experiences.

Tips For Effective Form Design

  • Place required and frequently used fields at the top of the form.

  • Remove fields that do not support your firm’s opportunity workflow.

  • Align form layout with pipeline stages and reporting needs.

  • Test changes with a small group before rolling out broadly.