Procedures
Use the procedures in this section to configure attributes that you can use as criteria in pipeline activities.
To use Attributes in the CRM Setup submodule, you must have access to Settings as defined in User Access Rights under Settings.
- Related Topics:
- Add New Attributes
Use Attributes in the CRM Setup submodule in the Settings module to add new attributes. - Delete Attributes
Use Attributes in the CRM Setup submodule in the Settings module to delete selected attributes. - Search for Attributes
Use Attributes in the CRM Setup submodule in the Settings module to search for attributes. - Enable Attributes
Use Attributes in the CRM Setup submodule in the Settings module to enable selected attributes. - Create Details for List Attributes
Use Attributes in the CRM Setup submodule in the Settings module to create details for list attributes. - Delete Details from List Attributes
Use Attributes in the CRM Setup submodule in the Settings module to delete details from list attributes. - Search for Details in List Attributes
Use Attributes in the CRM Setup submodule in the Settings module to search for details in list attributes. - Enable Details of List Attributes
Use Attributes in the CRM Setup submodule in the Settings module to enable details of list attributes. - Set Details of List Attributes as Default
Use Attributes in the CRM Setup submodule in the Settings module to set details of list attributes as default. - Enter Default Values for Other Attribute Data Types
Use Attributes in the CRM Setup submodule in the Settings module to enter default values for other attribute data types.
Parent Topic: Attributes