Available on the Teams and Enterprise plans.
Managing attributes
Only organization Admins and Owners can add, edit, and delete attributes. Everyone in the organization can fill them in on the contacts they manage. Go to Settings → Attributes. The Contact attributes table lists every attribute, split into three groups:
Drag rows to reorder them or to move them from one group to another.
Built-in attributes are marked Default. They can be moved between groups but not edited or deleted.
Creating an attribute
1
Click Add Attribute
In Settings → Attributes, click Add Attribute and pick a type. You can also click + on a group to add the attribute straight to it.
2
Name it
Enter a Name, for example “Product interest”.
3
Add options (select and multi-select)
Click Add options, then Add option for each choice. Pick a color for each option and drag them to set the order.
4
Choose the visibility
Under Visibility, choose Contact details, Qualifier, or Hidden.
5
Save
Click Create. The attribute is added to every contact in the organization.
An attribute’s type can’t be changed after it’s created. Deleting an attribute removes its values from all your contacts, and can’t be undone.
Attribute types
Filling in attributes
Custom attributes in the Contact details group appear on each contact, on the web and in the mobile app. Edit a contact to fill them in. Options are shown as colored pills, and email and phone values can be tapped to send an email or call. Attributes in the Qualifiers group are answered in the contact’s Qualifiers section instead.Collecting attributes on your lead form
You can ask visitors to fill in custom attributes when they share their details with you through your lead capture form. Their answers are saved on the new contact.1
Open your profile's sharing settings
Make sure Show Form is on for the lead capture form.
2
Add a custom field
In the Custom fields card, click Add custom field and pick an attribute.
3
Set it up
Turn on Required to make the field mandatory, and optionally write a Custom label, such as “I agree to be contacted about your products”.