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. Custom attributes can be included in your creation forms or import files.
To access the attributes settings page:
- For your deals, go to Deals > Settings > Deals attributes.
- For your companies, go to Contacts > Settings > Companies attributes.
Create custom attributes
To create custom attributes for your deals and companies:
- From the attributes settings page, click Create an attribute.
- Name your custom attribute.
- Select the type of attribute that you want to create. To learn more about what types of attributes you can create, check the next section.
- Click Create.
Your custom attribute is now available and can be used to store information about your deals or companies.
What type of deals and companies attributes can I create?
7 types of deals and companies attributes can be created in Brevo: text, date, user, number, category, multiple-choice, and boolean.
Text-type attributes store simple textual or numerical values that are non-computable, like an email address, a company's name, a phone number, or a zip code.
Date-type attributes store date values, such as when you first contacted a company.
Deals and companies attributes support the following date formats:
- DD-MM-YYYY
- MM-DD-YYYY
- YYYY-MM-DD
The date format selected in the default settings of your Brevo account determines the correct date format to use. Note that YYYY-MM-DD will be accepted regardless of the date format selected in your account settings.
User-type attributes store user values, such as which sales representative is assigned to a deal.
For example, you can assign a different user to a deal or a company depending on what stage of your sales pipeline your client is currently in.
Number-type attributes store computable number values, such as an order amount or a score.
Category-type attributes store values from a set of possible values, such as a list of countries.
For example, if you want to store information about the country your companies are based in, you can create a category-type attribute named COUNTRY and define possible values as "France", "Spain", "Germany", etc. The attribute COUNTRY of each company will then only contain one value among the ones you specified.
Multiple-choice-type attributes store values from a set of possible values, such as a list of products.
For example, if you want to store information about the products a deal concerns, you can create a multiple-choice-type attribute named PRODUCTS and define possible values as "Courses", "Yoga mats", "Books", etc. The attribute PRODUCTS of each deal will then contain one or more values among the ones you specified.
Boolean-type attributes store values with a Yes/No format, such as whether a deal has been assigned an owner.
Edit or delete custom attributes
On the attributes settings page, scroll down to the Created attributes section. From there, you can view, edit, and delete any of your existing custom attributes.
Edit the Lost reason attribute
The Lost reason attribute is a default attribute, but you can edit it to customize the reasons available when you close a lost deal.
- On the attributes settings page, scroll down to the Lost reason attribute.
- Click Edit. From there, you can:
- Edit the name of a category.
- Click the bin icon to delete a category.
❗️ ImportantIf you delete a category, the closed lost reason will be deleted for all associated deals.
- Click Add new category to create a new reason and name the category.
- Click Save.
⏭️ What's next?
- What are the default company attributes?
- What are the default deal attributes?
- Edit the attributes displayed on a contact, deal, or company details page
🤔 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.
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