Tips, Tricks & Best Practices

Simonsway
Member

Products vs Multi Select Property at Deals

Hey 

 

Till today we were using multi-select dropdowns at Deal level to specify which product was purchased. Now there are products which we could use and add each product as a line item to each deal. We are trying to figure out where the advantage would be using that approach. One thing is clear to us it would give us a better breakdown of what this deal consists of. But is there any other advantage like filtering for list etc?

 

Thanks for the help

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2 Replies 2
EPloehn
Member

Products vs Multi Select Property at Deals

Can a multi-select dropdown be used in the Contact Object?

 

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webdew
Guide | Diamond Partner
Guide | Diamond Partner

Products vs Multi Select Property at Deals

Hi @Simonsway ,
Yes, properties are used to filter out the objects. yes you can use thus multi-select dropdown to filter out deals to ake a list. Here as an example, i have created a deal property Services (A/B/C/D), created  a contact based list and then in teh Deal properties, used the property Service: https://prnt.sc/1cxtxru

You can also use this property to filter out objects on Object dashboard: https://prnt.sc/1cxvjdn

Hope this helps!


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