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Manage custom attributes for deals and companies

In this article, we will explain how to create and manage custom attributes for deals and companies.

Creating custom attributes is useful when you need to store additional information for your deals and companies that are not available in the default attributes.

Create custom attributes

To create custom attributes:

  1. In your Sendinblue account, go to CRM > Settings.
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  2. To create custom attributes:
  3. Click Create an attribute.
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  4. Name your custom attribute.
  5. Select the attribute type. For more information on attribute types, check out our article about the available types of contact attributes.
  6. Click Create.
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Your custom attribute is now available and can be used to store information about your deals or companies.

View and edit custom attributes

To view and edit existing custom attributes:

  1. Go to CRM > Settings.
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  2. To view and edit custom attributes:
  3. Go to the Created attributes section. From there, you can view and edit any of your existing custom attributes.
  4. To edit a custom attribute, click on Edit.
  5. Make your changes.
  6. Click on Save.

Permanently delete custom attributes

❗️ Important
By permanently deleting a custom attribute, you will lose all information previously stored in the attribute.

To permanently delete existing custom attributes:

  1. Go to CRM > Settings.
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  2. To permanently delete custom attributes:
  3. Go to the Created attributes section. From there, you can permanently delete any of your existing custom attributes.
  4. To delete a custom attribute, click on Delete.
  5. Click on Delete attribute to confirm.

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.