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Customize the creation form of deals and companies

In this article, we will explain how to customize the creation form of your deals and companies by selecting which attributes should be displayed, required, and in which order.

Good to know

Customize your creation form

💡 Good to know
To access this setting, you can also click on the Manage attributes button available in the creation form of your deals and companies.

To customize your creation form:

  1. In your Sendinblue account, go to Sales CRM > Settings.
  2. To customize your creation form:
  3. Click on Manage form attributes.
  4. From there, you will be able to:
    • Select which attributes you want to display in your creation form,
    • Select which attributes should be made mandatory when filling in your creation form,
      💡 Good to know
      Company name and Owner are both attributes required by default.
      ❗️ Important
      Required attributes are only mandatory when manually creating a deal or a company. For now, they are not mandatory when importing a list of deals or companies (coming soon).
    • Reorder the attributes displayed in your creation form.
  5. Once you're done making your changes, click on Save.

Your creation form will now be customized according to your needs.


🤔 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.