http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/24173.aspxWed, 12 Nov 2014 18:31:14 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:24173Method_Inderdeep0http://forums.method.me/cs/forums/thread/24173.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=24173<p><span id="mce_0_start" style="overflow:hidden;">Hello pookiefeb,</span></p> <p><span id="mce_1_start" style="overflow:hidden;"><span id="mce_2_start" style="overflow:hidden;"><span id="mce_3_end" style="overflow:hidden;"><span id="mce_4_end" style="overflow:hidden;"><span id="mce_9_start" style="overflow:hidden;"><span id="mce_12_start" style="overflow:hidden;"><span id="mce_15_start" style="overflow:hidden;"></span>Y<span id="mce_14_start" style="overflow:hidden;"></span><span id="mce_13_start" style="overflow:hidden;"></span>ou can <span id="mce_28_start" style="overflow:hidden;">achieve this by</span>&nbsp;using&nbsp;<span id="mce_16_start" style="overflow:hidden;">the <span id="mce_18_start" style="overflow:hidden;"><span id="mce_19_start" style="overflow:hidden;"></span></span><span id="mce_20_start" style="overflow:hidden;"><span id="mce_21_start" style="overflow:hidden;"><span id="mce_22_start" style="overflow:hidden;"></span><a href="https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&amp;article=Tags&amp;id=254" target="_blank">T</a></span></span><a href="https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&amp;article=Tags&amp;id=254" target="_blank">ag<span id="mce_18_end" style="overflow:hidden;"><span id="mce_19_end" style="overflow:hidden;"><span id="mce_20_end" style="overflow:hidden;"><span id="mce_21_end" style="overflow:hidden;"></span></span></span></span> feature<span id="mce_22_end" style="overflow:hidden;"></span></a> .<span id="mce_26_start" style="overflow:hidden;"> This will help you to label or categorized the records. Tags are more powerful than a traditional category dropdown field because you can assign multiple tags to the same record.<span id="mce_30_start" style="overflow:hidden;"></span></span></span></span></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;">You can <span id="mce_31_start" style="overflow:hidden;">also&nbsp;</span>achieve this by adding a dropdown field&nbsp;<span id="mce_3_start"><span id="mce_4_start"></span></span>to&nbsp;<span id="mce_5_start">the screen. I<span id="mce_10_start"></span><span id="mce_7_start"></span><span id="mce_6_start"></span>n the dropdown&nbsp;<span id="mce_11_start">field&nbsp;</span>you ca<span id="mce_8_start"></span>n&nbsp;</span><span id="mce_2_start"><span id="mce_3_end"><span id="mce_4_end"><span id="mce_9_start">add the list of the product or services, so when you go to New lead screen, you can select the product/service from the dropdown menu.<span id="mce_12_start">&nbsp;<span id="mce_32_start" style="overflow:hidden;"></span><span id="mce_15_start"><span id="mce_27_end"><span id="mce_29_end"></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p> <p><span id="mce_1_start" style="overflow:hidden;"><span id="mce_2_start" style="overflow:hidden;"><span id="mce_3_end" style="overflow:hidden;"><span id="mce_4_end" style="overflow:hidden;"><span id="mce_9_start" style="overflow:hidden;"></span></span></span></span></span>Hope this helps!</p> <p>-Inder</p>http://forums.method.me/cs/forums/thread/24166.aspxWed, 12 Nov 2014 15:50:07 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:24166pookiefeb0http://forums.method.me/cs/forums/thread/24166.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=24166<p><span id="mce_0_start" style="overflow:hidden;">I am wanting to label my leads so I know what products and/or services they are qualified for. &nbsp;How can I do this?</span></p>