Shared guide

How to add custom properties to companies

Step-by-step guide covering: Click the CRM menu item; Click the Companies option; Click the Actions menu; Click the Edit properties option.

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·9 steps·6 views·Published
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Step-by-step Guide9 steps

  1. Click the CRM menu item

    Click the CRM menu item
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  2. Click the Companies option

    Click the Companies option
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  3. Click the Actions menu

    Click the Actions menu
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  4. Click the Edit properties option

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

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

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

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

    Click Create manually option
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  9. Click the Create property button

    Click the Create property button
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