| 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
Fields | Description
Opportunity | Used by a sales person to record and monitor sales information related to a business partner with the purpose of selling, promoting, or distributing 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.