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
- You can create custom attributes for your deals and companies to suit your business needs. Check out our dedicated article Manage custom attributes for deals and companies.
Customize your creation form
To customize your creation form:
- In your Sendinblue account, go to Sales CRM > Settings.
- To customize your creation form:
- For your deals, click on Deals settings > Configure all your deal attributes.
- For your companies, click on Companies attributes.
- Click on Manage form attributes.
- 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,
- Reorder the attributes displayed in your creation form.
- Once you're done making your changes, click on Save.
Your creation form will now be customized according to your needs.