Custom Contact Attributes
Custom attributes
Not every business wants to record the same type of data as the next business. That’s where ‘custom attributes’ come in. You can create as many of these data fields as you like.
Examples might be ‘Contact status’ and you might want to have a pick list of settings to choose from such as ‘New prospect’. ‘Warm’, ‘Strong follow-up’, ‘Closed-won’ etc. Custom attributes allow you to record sales progression how you work now.
You can use customer attributes in individual contact pages and create views based on the custom attributes to use in email campaigns and to use in your reviews.
Custom attributes come in all types of data types such as text, picklist (aka dropdown), date, Boolean (yes/no), long text and number.
Tips and tricks
Use custom attributes to create views to use in your daily/weekly/monthly reviews. Create views such as ‘Follow-ups’, ‘Closed’, ‘Invoices outstanding’. ‘Prospect source’ etc.
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