Conditional Activities

Smart forms for complex field reporting

Not all field reporting is simple. When your team needs more than basic notes and standard forms, Conditional Activities unlock advanced reporting capabilities to capture the right data, without slowing reps down.

Designed for enterprise teams with complex workflows. Conditional Activities adapt to different frameworks, while keeping field reporting easy and ensuring managers receive structured data that’s easier to analyze and act on.

What are Conditional Activities?

Conditional Activities are a type of custom activity form that dynamically show or hide fields based on earlier responses.

This means reps only see the questions relevant to them, while managers receive structured, consistent reports across the entire team for advanced data analysis.

Instead of inconsistent notes or incomplete forms, Conditional Activities guide reps through the exact information needed. Helping organizations capture reliable data that can be used for reporting, forecasting, and operational insights.

The result: better data quality, less admin work, and smoother reporting at scale.

Learn more about how Conditional Activities work in our Knowledge Base.

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Why teams use Conditional Activities

Improve reporting and visibility

Structured data makes it easier for managers and admins to track activity trends, analyze field performance, and generate more reliable reports.

Makes reporting easier for reps

Reps spend less time filling out long forms and more time selling. They only see what’s relevant to their situation.

Capture cleaner, more consistent data

Structured inputs reduce free-text noise and make reports easier to analyze.

Support complex workflows

Track different visit types, deal stages, outcomes, or service scenarios - all within a single form.

Eliminate double work

Conditional Activities can sync directly to your CRM, so reps don’t have to re-enter information.

Built for enterprise reporting needs

Conditional Activities are ideal for teams that need:

Highly customized data capture

Reliable, structured data for reporting and analytics

Scalable reporting across roles and territories

CRM-ready activity tracking

Less manual work for reps

Get started

Conditional Activities are available as an enterprise feature. Connect with your Badger Customer Success Manager to enable it for your team.

Questions about Conditional Activities or other Badger features? Check out our Support page to explore the Knowledge Base or connect directly with our team.