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How to add custom properties to companies in CRM

Enhance your CRM company records by creating and editing custom properties, enabling better data management and tailored information for your contacts and sales activities.

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·9 steps·99 views·Published

Enhance your CRM company records by creating and editing custom properties, enabling better data management and tailored information for your contacts and sales activities.

Step-by-step Guide9 steps

  1. Click the CRM menu item

    Selecting the CRM menu item will navigate you to the CRM section, where you can manage customer relationships, view contacts, and track sales activities.

    Click the CRM menu item
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  2. Click the Companies option

    This will take you to the Companies section, where you can view and manage your company contacts and related information.

    Click the Companies option
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  3. Click the Actions menu

    This opens a dropdown menu with various options for managing your data operations, such as importing or exporting companies.

    Click the Actions menu
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  4. Click the Edit properties option

    Selecting 'Edit properties' allows you to modify the details of the selected company, enabling updates to fields such as company owner or state.

    Click the Edit properties option
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  5. Click the Create property button

    This action opens a form where you can define new property details for company properties in your account. You can specify attributes that the properties will hold, enhancing your data management capabilities.

    Click the Create property button
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  6. Click the Create manually option

    This action allows you to manually create a new property by entering a property label, description, and selecting the field type. You can also specify if it should be a smart property through the Data Agent prompt.

    Click the Create manually option
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  7. Type Campaign Name in Property Label

    In the 'Create new property' dialog, enter the desired name for your campaign in the 'Property label' field. This label will be used to identify the campaign within your account.

    Type Campaign Name in Property Label
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  8. Click Create manually option

    This action opens a form allowing you to manually create a new property by specifying a property label, description, and field type, along with additional settings.

    Click Create manually option
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  9. Click the Create property button

    This action will save the new property settings, including the property label and field type, allowing you to utilize it within your account management.

    Click the Create property button
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