Click the CRM menu
This will expand the CRM section where you can access various features related to customer relationship management, including meetings, tasks, and contacts.
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Geteilte Anleitung
How to add custom properties to contacts in CRM
Customize your CRM contacts by adding new properties like "Budget Range," allowing for tailored data management and improved tracking of customer information and preferences.
viktoriaCustomize your CRM contacts by adding new properties like "Budget Range," allowing for tailored data management and improved tracking of customer information and preferences.
Step-by-step Guide13 Schritte
Click the Contacts menu item
This will open the Contacts section, allowing you to manage your contacts and related information.
Loading screenshot…100%Click the Actions menu
Selecting the 'Actions' menu allows you to access various options for managing contacts, such as exporting data or performing batch operations.
Loading screenshot…100%Click the Edit properties option
This allows you to modify the details of the selected contact record, including fields such as name, email, and phone number.
Loading screenshot…100%Click the Create property button
This action opens a form where you can define new properties for your contacts, allowing you to customize how you collect and manage data.
Loading screenshot…100%Type "Budget Range" in Property label
Click the Single-line text field
This allows you to enter a value for the property being created, in this case, the 'Budget Range'.
Loading screenshot…100%Click the Dropdown select
This action opens a menu allowing you to choose the desired field type for the new property, such as 'Single-line text' or 'Number'.
Loading screenshot…100%Click the Label input field
This allows you to enter a name for the new property being created. Ensure you provide a clear and descriptive label to identify the property within your settings.
Loading screenshot…100%Type "$5000" in Budget Range
Enter the value "$5000" into the 'Dropdown options' field under the 'Create new property' section to define the budget range for your settings.
Loading screenshot…100%Click the Add option button
This action allows you to add new options to the dropdown menu for the 'Budget Range' property. Once clicked, a new input field will appear for you to specify additional values.
Loading screenshot…100%Type "$6000-10000" in Option label
Click the Create property button
This action will save the new property details and add it to your account. Ensure all required fields are filled out before proceeding.
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