When searching from Advanced Search, I was able to multi-select for Product field. — Cloud Customer Connect
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When searching from Advanced Search, I was able to multi-select for Product field.

edited Apr 21, 2020 12:51PM in Sales 5 comments

Summary

We used Products, the child object of Sales Lead, we would like to use the Product Name field in Advanced/Saved Search in the Leads.

Content

Requirement: When searching from Advanced Search, I was able to multi-select for Product field.

We used Products object, child object of Sales Lead (OOTB), to store products in Sales Lead object. We would like to use the Product Name field in Advanced/Saved Search in the Sales Lead. Product Name field is multiple fixed choice list in Products object. Is it possible to add Product Name field in saved search?

 

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