Customers Interests

Dale Faulkner
Dale Faulkner Member Posts: 3 VERIFIED MEMBER
Second Anniversary Photogenic
edited May 2022 in Ideas and Product Feedback #1

Hey team, in sales we always trying to get to know our customers better, and a simple way to do this is to find out what their hobbies and/or interests are, e.g. golf, fishing, knitting, you know the drill.

I'm wanting to know if there's a simple way to collate or store this information so that if I quickly want to see who the keen golfers are (say I'm organising a golf round), I can easily see who is into golf. Maybe tags/hashtags, whatever is easiest.

Would love to know what the community suggest.

Chur ✌️

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,609 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    edited February 2022 #2

    A custom field with multiselect option.

  • Dale Faulkner
    Dale Faulkner Member Posts: 3 VERIFIED MEMBER
    Second Anniversary Photogenic
    edited February 2022 #3
    Amit Sarda said:

    A custom field with multiselect option.

    Thanks Amit, have got it running that way. Just seems quite "clunky", with every new interest I have to create a new option.

    I thought someone may have a more streamlined way about it.

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