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Custom Properties

Custom Properties

Create your own custom properties in Sell CRM to meet your unique business needs.

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Inperium Sell

Custom Properties

Create your own custom properties to meet your unique business needs

Save any information you need to know about your contacts, companies, and deals using custom properties. Inperium Sell supports a wide range of data types: text, numbers, dates, phone numbers, and more. Custom properties are just as powerful as the built-in ones. You can display them in reports, use them in filters and searches, and even include them in your templates!

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Add a new property and choose the display format you want — in just a few clicks

In seconds, you can create a new data property to record important details about your contacts or deals. You get to choose the data source and value type, and specify whether the property is mandatory or optional. You also can pick the best display format for the property to maximize its value to business.

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Build reports based on your custom properties

You can easily include any of your custom properties in the reports you create in Sell CRM to get the insights you need to drive your business forward. For instance, you can use this extra intelligence about your contacts and deals to analyze trends, better segment your contact base, and improve communications with customers.

And even more about custom properties

Unified contact view

Unified contact view

View all information a contact — name, deals, invoices, and more — in one place.

Activity timeline

Activity timeline

Filter or sort contacts using any built-in or custom property to quickly hone in on the information you need.

Custom activity types

Custom activity types

Tailor Inperium Sell to your business by creating custom activities that match your workflows.

Automated contact sync

Automated contact sync

Have complete and up-to-date contact info, no matter which business system you’re using.

documentation

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FAQ about custom properties in Sell CRM

What are custom properties in the Inperium Sell CRM?

Many CRMs allow you to store only certain types of information about your contacts and deals. But the Inperium Sell CRM gives you the flexibility to create your own custom properties so you can track any details that you need. For example, if you do business worldwide, you might add a “Languages” property to your contacts to ensure effective and respectful communications.

What are the benefits of using custom properties in Inperium Sell CRM?

The additional information stored in your custom properties can be invaluable. For example, it can enable you to better segment your contact base to improve communications, analyze trends to inform decision-making, and much more.

How can I use custom properties?

You can use custom properties just as you use built-in properties. For example, you can include custom properties in your report, and use them filter your searches to hone in on the specific information you need.

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