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Customers

Create custom properties

Custom properties are fields you add to accounts or deals (budget, BHK, policy type). Define them once, then fill them on records, imports, Inbox, and the Set custom property workflow action.

In the app: Setup → Customers → Properties

Define a property

  1. Open Setup → Customers → Properties (needs accounts or deals permission).
  2. Create a property: name, type, and whether it belongs on accounts or deals.
  3. Save. The field appears on account or deal forms and on create-record screens.
  4. Use it in a workflow (Set custom property) or map it during contact import when the column exists.