How do I create Sales Opportunity Attributes?
To create, edit or remove Sales Opportunity Attributes, simply go to:
System > CRM > Sales Opportunity Attributes
• To create a new Attribute click into the next blank Attribute line and begin typing the name of the new Attribute
• Select a ‘Type’ for the new Attribute
• Select a ‘Category’ from the list or type in a new one to add one that doesn’t exist
• The ‘Print’ and ‘Default’ tick boxes will determine the availability of these Attributes on reports
• To delete an Attribute, highlight the Attribute and click the ‘Delete’ button
• To edit an Attribute, click into the line and amend as necessary