Merchant Central empowers your ISO to accelerate the sales process with customizable lead and merchant properties tailored to your unique business needs.

With custom properties, you can:

• Automate Routine Tasks: Reduce manual work and human errors by setting property-based triggers and automated workflows. For example, automatically send emails or update lead fields when predefined conditions are met.
• Simplify User Experience: Hide irrelevant fields and tabs to present only the most pertinent information. This makes the CRM more intuitive, ensuring your team can navigate the system with ease.
• Pre-Fill Common Data: Save time by auto-filling frequently used information and providing contextual insights to help users make informed decisions quickly.
• Centralize Business Insights: Access and filter custom property data across leads, merchant profiles, helpdesk tickets, and residuals—all in one unified platform.
• Maintain Data Accuracy: Easily update existing records to keep CRM information accurate and up to date with minimal effort.

While the concept of custom properties is straightforward, the feature offers a variety of options and advanced settings that may require some time to master.

To quickly grasp the feature's capabilities, watch this recorded demo, which demonstrates how to create and use custom properties with practical use cases:

In this article, we'll show you how to build a custom property using step-by-step examples. 

For other related topics and advanced options please see our knowledge base section on Lead & Merchant Custom Properties. 

Note: Before you can being creating custom lead properties, ensure that the 'Manage Custom Properties' permission on your user class has been enabled:

Creating and Configuring Custom Properties

Custom properties appear as dropdown menus on the Details tab of a lead, allowing you to assign pricing, equipment, or other details required by your sales workflow.

Example: Creating a "Processor" Custom Property

In this example, we’ll create a custom property called 'Processor' and set it up with two processor options: Elavon and Fiserv.

Step 1: Create the Custom Property

1. Navigate to Manage > Leads > Custom Properties.
2. Click Add Custom Property.
3. In the popup window, enter 'Processor' as the property name.
4. Click Add Custom Field to begin adding fields that describe the new property.
5. The custom field popup will appear as shown in the below image.

   

   Use the popup window to add the following four fields to the Processor property:

   Field Name	Field Type	Auto Update Lead Field
   Name	Text	None
   Contact Person	Text	None
   Support Phone Number	Phone Number	None
   Support Email	Email	None

6. The new fields are now shown in the Processor property. Click Save to finalize the setup.

   

7. Your new property is now saved and you can manage it further using the shortcuts in the Action column:

Step 2: Add Values to the Custom Property

Now, we’ll add Elavon and Fiserv as selectable options within the Processor dropdown.

1. Click the Add/Remove Values button for the Processor property.
2. Enter Elavon as the processor name and fill in the four reference fields.
3. Click Save.
4. Repeat the steps above to add Fiserv.

Once added, both processors will appear in the Processor Values list, where you can manage them using the Actions column.

Tip: If you need to add multiple similar dropdown values (e.g., similar equipment models), you can use the Copy button in the Actions column to duplicate an existing value and modify it as needed.

Step 3: Viewing the Custom Property on a Lead

Now, when you open a lead, the Processor dropdown appears on the Details tab with Elavon and Fiserv as selectable options.

• Click the Info icon next to the dropdown to view the reference details saved for the selected processor.
• The pencil icon (visible only to administrators) allows you to edit the custom property settings.

Note: You can create up to five custom properties.

Next Steps

Now that you've created your first custom property, explore additional topics to unlock more value:

• Custom Properties—Auto-assign users
• Custom Properties—Auto-fill lead fields
• Custom Properties—Show or hide lead fields and tabs
• Custom Properties—Nesting
• Custom Properties—Permissions
• Custom Properties—Searching & Reporting
• Custom Properties—Email Triggers & Email Branding