CRM - attribute search
We need searchable attributes and for them to be available as visible columns in the Opportunity list to make it much easier to review historical quotes without opening each record individually.
This is already a feature in sales and purchases and would be very helpful in Opportunities too.
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I appreciate the insights on CRM attribute search! Have you encountered specific scenarios where certain attributes significantly improved your search outcomes? I’d love to hear more about practical run 3 applications.
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