Attributes by Opportunity (tdsmi1111m000)

Use this session to view, enter, and maintain attributes by opportunity.

Note

You can add attributes one by one or by attribute set.

Related topics

 

Opportunity

Used by a sales person to record and monitor sales information related to a business partner with the purpose of selling a product or service to this business partner.

Attribute

Used to record distinctive information on (potential) business partners, contacts, opportunities, or activities and to segment data when specifying a batch selection for generating activities, mail merge (letters), or flexible reports.

Example
AttributeDescriptionTypeDetails
sfIs the person a soccer fan?OptionOptions are Yes and No; default is No
fcFavorite soccer clubAlphanumericDefault is <blank>
convHow did you value this conversation?AlphanumericNo defaults
ccbCan I call you back next week?OptionOptions are Yes and No; default is No
lunchShould bring own lunchOptionOptions are Yes and No; default is No
dresscWhat is the dress code?OptionOptions are formal and casual (default)
compMain competitorAlphanumericNo defaults
terrTerritoryOptionOptions are East and West

 

Attribute setDescriptionAttributes
CONDefault attribute set for contactssf, fc
BPDefault attribute set for business partnerssf, fc
CALLDefault attribute set for callsconv, ccb
APPDefault attribute set for appointmentslunch, dressc
OPPDefault attribute set for opportunitiescomp, terr

 

Attribute

The description of the attribute. Make the attribute short and clear as it is displayed and printed in many places.

Value

The attribute's value. For example, if the attribute is Salary level 1, the value can be the salary amount.

Help

You can enter a sort of help text with the text editor, which you can use for extra information on the attribute in question.