| # 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, 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. |