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Definitions and values

Attributes define the information you store about contacts and companies. Creating a definition does not automatically populate existing profiles. To edit a contact's value, use their profile or the appropriate import method.

In Settings > Data, open Contact attributes or Company attributes. You need Data model permission; creating or editing custom attributes also depends on the plan. System attributes are shown for reference and cannot be changed from this screen.

Create an attribute

1. Choose the correct entity and click Add attribute.
2. Enter a unique name of up to 50 characters: letters, numbers, _ or $, starting with a letter, _ or $.
3. Select Text, Number, True/false, Date or Option.
4. Add a description if useful. For Option, enter at least one value, one per line.
5. Save and check that it appears in the list.

The name and type are fixed after creation. When editing, you can change the description and options. Do not create variants of the same name differing only in capitalization.

Before removing options or attributes

Check filters, segments, forms and integrations that may use them. The editor warns when you remove options because existing records may still use them. Do not assume removing them automatically transforms or clears stored values.

Deleting an attribute requires confirmation. Review its dependencies and preserve any necessary data first.