Opportunity Attributes

You can use attributes to store specialized information about an opportunity when no field or tab exists for that information. Attributes help track the information that best meet your organization’s needs. For example, you may use attributes to record hobbies, dietary preferences, special requests, or advocacy activities. To view the attributes associated with an opportunity, select the Attributes tab on the opportunity record.

In the Attributes grid, you can view attributes assigned to the opportunity. For each attribute, you can view its value, group, and valid date range. You can also view any comments entered about the attribute. From the grid, you can also manage the attributes assigned to the opportunity.

Note: Your organization sets up sponsorship attributes in Administration. For information about how to create and manage attribute categories, refer to Attribute Categories.