Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: System Settings Search

In the navigation menu, go to 'Settings' then 'System Settings'.

Step 2: Enable Sync of Attributes from Unleashed

In the search bar, type in 'Manage Attributes in the CRM'. Product attributes can be imported from your Unleashed system if the 'Manage Attributes in the CRM (Preview)' in system settings is set to 'Disable'.

Please note: Selecting this option will then disable the editing of attributes within the CRM.

Step 3: Viewing Product Attributes on Quote/Sales Order

To view a product's attributes on a Quote/Sales Order, simply click the pencil icon against the product. The attributes will then show in the side bar.

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