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

CRM – master data

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

Attribute	Description	Type	Details
sf	Is the person a soccer fan?	Option	Options are Yes and No; default is No
fc	Favorite soccer club	Alphanumeric	Default is <blank>
conv	How did you value this conversation?	Alphanumeric	No defaults
ccb	Can I call you back next week?	Option	Options are Yes and No; default is No
lunch	Should bring own lunch	Option	Options are Yes and No; default is No
dressc	What is the dress code?	Option	Options are formal and casual (default)
comp	Main competitor	Alphanumeric	No defaults
terr	Territory	Option	Options are East and West

Attribute set	Description	Attributes
CON	Default attribute set for contacts	sf, fc
BP	Default attribute set for business partners	sf, fc
CALL	Default attribute set for calls	conv, ccb
APP	Default attribute set for appointments	lunch, dressc
OPP	Default attribute set for opportunities	comp, 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.