Sales Opportunity Attributes are user-definable fields that allow you to store an unlimited amount of information about a Sales Opportunity.
Benefits include:
- Information Storage
Attributes allow you to store information about a Sales Opportunity – Given that they are completely user-definable, you can hold as much or as little information as required
These can also be held in a number of different formats defined by ‘Types’ such as Numeric, Text, Yes/No, List or Date, etc
These Attributes can then also be categorised using the user-definable Sales Opportunity Attribute Categories - Printing & Reporting
Attributes can be printed on CRM reports or any other Protean report that references Sales Opportunities - Searching
Using the Advanced Enquiry option on Global Enquiries, you can also search by Attributes