Brevo: Customizing Company and Deal Attributes
Brevo
Demo summary
A walkthrough of creating custom data fields (attributes) like multiple-choice text or numbers for companies and deals, and making them required in forms.
Step-by-step
- Go to Settings
- Select Company attributes or Deal attributes
- Click to create a new attribute
- Enter the attribute name
- Select the field type such as Text, Number, Boolean, Date, or Category
- Define choices if using a Multiple Choice field
- Click Create
- Go to Manage form attributes
- Toggle the Required setting for the new attribute and save
Options
- Set attribute type as Text, Number, Boolean, Date, or Category
- Create attributes for either Companies or Deals
Tips
- Use the 'Manage form attributes' section to ensure specific data fields are mandatory during company creation
All demos from “Demo of BREVO features”
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- 2:111:41Create and Associate DealsShows the process of creating a new deal, associating it with existing contacts and companies, and moving it through pipeline steps.Brevo· Tag & manage subscribers
- 3:520:52Manage Deal Tasks and HistoryDemonstrates adding notes and creating tasks within a specific deal's detail page to track sales progress.Brevo· Tag & manage subscribers
- 5:001:54Customizing Company and Deal AttributesCurrentA walkthrough of creating custom data fields (attributes) like multiple-choice text or numbers for companies and deals, and making them required in forms.Brevo· Tag & manage subscribers
- Watch “Demo of BREVO features” →
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- 5:001:54Customizing Company and Deal AttributesCurrentA walkthrough of creating custom data fields (attributes) like multiple-choice text or numbers for companies and deals, and making them required in forms.ASHUTOSH KUMAR