Shared guide

How to add custom properties to contacts

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

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·13 steps·9 views·Published
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Step-by-step Guide13 steps

  1. Click the CRM menu

    Click the CRM menu
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  2. Click the Contacts menu item

    Click the Contacts menu item
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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. Type "Budget Range" in Property label

  7. Click the Single-line text field

    Click the Single-line text field
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  8. Click the Dropdown select

    Click the Dropdown select
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  9. Click the Label input field

    Click the Label input field
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  10. Type "$5000" in Budget Range

    Type "$5000" in Budget Range
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  11. Click the Add option button

    Click the Add option button
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  12. Type "$6000-10000" in Option label

  13. Click the Create property button

    Click the Create property button
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