Jul 18, 2021 2:00 AM
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
Jul 19, 2021 12:21 AM
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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Thanks and Regards.