Opportunity Attributes

You can set up Opportunity Attributes to store extra information about Opportunities on your Spektrix system.

This article will explain how to create an Opportunity Attribute that you can use to group Opportunities for different purposes, including reporting.

Before getting started with Opportunity Attributes, take a look at:

Why use Opportunity Attributes?

You can use Opportunity Attributes to group Opportunities together or record extra details against them.

Opportunity Attributes are displayed as additional fields to complete when creating Opportunities. If needed, you can make the Attribute required to ensure this information is always collected.

You can also apply Opportunity Attributes retrospectively by editing an Opportunity.

Example use cases

You can use Opportunity Attributes to group your Opportunities for Reporting purposes.

For example, you might want to organise your Opportunities into groups related to different types of Opportunities, the origin of the Opportunity or the reason for closing.

This means you can then group any Opportunities with the Attribute “Reason for Close” and value “Application rejected” and use this to filter Reports.

How to create an Opportunity Attribute

To create a new Opportunity Attribute, navigate to the Settings Interface > Attributes > Opportunity.

TIP: You'll need the Settings Administrator user role to create and edit Attributes. If you don’t have this permission, ask the administrator in your organisation.

Click New Attribute Definition:

Attribute Definition

Next, you’ll be asked to input information to define the parameters of your Attribute:

WARNING: You cannot change the name of an Attribute once you have created it.

Complete the following information.

Name: give the Attribute a clear and descriptive name. Attribute names cannot include special characters (, . - & ! / etc.). Your Attribute name cannot be longer than 50 characters.

Type: choose the Attribute Type.
Description: use this field to make it clear to other members of your team what the purpose of this Attribute is. This description will only be visible in the Admin Interface.

This Attribute is always required: check this box to make it so that this Attribute cannot be skipped or left empty.

Required Attributes will appear with a red line. You’ll need to enter information in order to proceed:

TIP: Check box Attributes can never be set to required, as they work on a Yes/No response. This means that leaving the box unchecked is a valid response.

Length: choose the maximum number of characters that can be entered, or set the exact number of characters which have to be entered to proceed. A text field can contain a maximum of 255 characters.
Allow users to enter free text for this Attribute: this option is only available for Dropdown List Attributes.
Unique Value: check this box if you require a unique Value to be entered every time.

Once you are happy with the information you have entered, click Create Attribute Definition.

Attribute Values

If you choose a Dropdown List, you will then need to add in the Values.

Type each of your Values for this Attribute on a separate line. Each line appears as a value in this Attribute’s Dropdown List:

- Select the Attribute you want to edit.
- Go to Attribute Values.
- To add a new Attribute Value click New Attribute Value.
- You can rearrange the Values by clicking and dragging them from the grey dots on the left:
- Clicking the grey trash can icon will delete the Attribute value.
- Click on the name of the Attribute value to edit.
WARNING: Editing the name of an Attribute Value will replace all existing Values with the new value. If your website integration uses this Attribute then this may prevent your website integration from working correctly.
- Click Update Attribute Value if you are happy to proceed.