Organize Customers with Multi-Select Drop Downs

by | Dec 7, 2016

SalesNexus introduced new “multi-select” drop downs to organize customers in your CRM.

Previously customers often created large “grids” of check boxes in order to track and categorize customers that required large amounts of screen real estate and made searching for lists of customers based on these categories complex.

Now customers can be tagged with multiple values in a single field.

An example of how this can be helpful is this:

If you sell 10 different products, you could have one check box for each product.  Then, if you want to search for customers that have purchased 2 of those products, you have to search against 2 separate checkbox fields.

Now with the Multi-Select Drop Down, one field can track all the products purchased by a customer and only one field is needed in searching.