Skip to main content

Creating and Configuring Custom Properties

Updated

Overview

In this guide, you'll learn how to create a custom property using a practical example. We'll walk you through the process of defining a custom property called Processor, adding two example values — Fiserv and TSYS — and then viewing the property on a lead page.

This walkthrough serves as a starting point for tailoring custom properties to fit the specific data needs of your workflows.

What You’ll Learn:

  • How to create and configure a custom property
  • How to add predefined values to the property
  • How to view and apply the property on a lead page

Advanced Automation Tips:

We'll also cover how to enhance your workflows further by:

  • Setting up auto-assignment rules for users and user classes
  • Automatically populating lead fields based on property selections
  • Controlling the visibility of lead fields and tabs dynamically
  • Setting up custom property permissions and nesting

For a broader overview of custom properties, see our Introduction to Custom Properties. 

How to create a custom property

A custom property is created in two steps:

  • Step 1: Create the custom property and add its reference fields.
  • Step 2: Add values to the custom property.

Step 1: Create the Custom Property

  1. Navigate to Manage → Leads → Custom Properties.
  2. Click Add Custom Property, then enter Processor in the Name field. 
  3. Click Add Custom Field and add a text field named Contact Person. Leave the Auto Update Lead Field option set to None. 
  4. Repeat the previous step to add two additional fields to your property including:
    • Support Phone Number – Phone field
    • Support Email – Email field
  5. Once all three fields are added to the Processor property, it should resemble the example shown in the screenshot below. Click Save to apply your changes and close the popup. 
  6. Your custom property has now been created. You can manage or edit it using the shortcuts in the Actions column. 

Step 2: Add values to the custom property

  1. Click the Add/Remove Values button on the Processor property you created earlier. 
  2. Add a new value:
    • Set the processor name to Fiserv.
    • Complete the three reference fields associated with the Processor property.
    • Click Save. 
  3. Repeat the above steps to add a second value for the TSYS processor.

Once both values are added, the Processor property will display them in the values table as shown in the screenshot below. You can edit or manage these values anytime using the shortcuts in the Actions column.

ℹ️ The values table contains custom property info, such as the name, parent, reference info, as well as the ID (used for importing) and the Auto Assign user Info. The table can be exported for checking the info or importing (by ID) onto leads. 

The screenshot below displays how the Processor custom property appears on the lead page.

Once you've selected a value from the Processor dropdown, click the Info icon to view the reference information about the selected processor.

ℹ️ The pencil icon, located next to the Info icon, is available to administrators and provides direct access to the Custom Properties management page.

How to auto-assign users

Assigning leads to specific users or user classes can be streamlined by linking assignments to custom property values. Follow these steps to set up auto-assignment:

  1. Go to to Manage → Leads → Custom Properties.
  2. Locate the custom property you want to configure and click Add/Remove Values.
  3. Click the pencil icon next to the value you wish to set up (e.g. Fiserv).
  4. In the pop-up window, select the users or user classes that should receive the leads.
  5. Click Save to apply your changes. 

💡 You can assign leads to all selected users at once, or have the system distribute them evenly using round-robin assignment.

The screenshot below shows the configured behavior: when Fiserv is selected as the Processor, the lead is automatically assigned to Gary Li.

 

How to autofill lead fields

The custom property feature allows you to reduce manual data entry by automatically populating lead fields. This is achieved by mapping reference fields within a custom property to the appropriate lead fields.

Here are the steps to set up autofill in your customer property. 

  1. Go to to Manage → Leads → Custom Properties.
  2. Find the custom property you want to configure and click Edit.
  3. In the pop-up settings window, locate your reference fields. For each field you want to map click the pencil icon next to it. 
  4. In the next window, use the Auto Update Lead Field dropdown to select a corresponding lead field, then click Save. 
  5. Repeat the previous step for any other fields you want to map.

After mapping, go to a lead page, select a custom property value, and confirm. 

The lead fields will now auto-populate based on the configuration stored in that property value.

If needed, you can review or update the reference info fields on the Custom Property values page (Manage → Leads → Custom Properties → Add/Remove Values).

 

How to set the lead field and tab visibility

The lead view can be tailored to show or hide specific tabs and fields based on the selected custom property, helping sales reps focus on the most relevant information.

Follow these steps to configure visibility settings for your custom property.

  1. Go to to Manage → Leads → Custom Properties, then click Add/Remove Values.
  2. Find the property value you want to configure and click the eye icon.
  3. In the pop-up window:
    • To hide a tab, click the green icon (it will turn red).
    • To show a hidden tab, click the red icon (it will turn green).

  4. To manage lead field visibility:

    • Use the dropdown to select fields to hide.
    • To unhide a field, click the ‘x’ next to its name.

  5. After you configure the tab and visibility settings click Save to apply your changes. 

How to set up custom property permissions

In some cases, you may need to restrict access to certain custom properties for specific user groups or user classes. These permissions can be configured from the Custom Properties page.

To modify permissions for a specific custom property:

  1. Navigate to Manage → Leads → Custom Properties
  2. Locate the property in the list.
  3. Click the Permissions button.
  4. Adjust settings for relevant user groups or user classes.

You can assign one of the following permission levels:

  • Hidden – Users will not see the property.
  • Read-only – Users can view but cannot modify the property.
  • Editable – Users can both view and update the property.
  • Required – Users must select a value before they can proceed.

You can also define default permissions for any new user group or class added after the property is created. Use the settings in the first row to set these defaults.

ℹ️ These permissions apply to all values within the selected custom property.

You can fine-tune access further by setting permissions for individual custom property values:

  1. Go to the Property Values page.
  2. Click the gear icon in the Actions column next to the value.
  3. Adjust access settings as needed.

This ensures that only authorized users can view or select specific values, helping maintain clean, secure, and relevant data across your lead management system.

How to nest custom properties

Custom properties can be nested to visually and functionally reflect a hierarchical relationship within a lead. This allows for more intuitive data entry and ensures users select valid, context-aware values.

When custom properties are arranged in a hierarchy, they appear as nested dropdowns. This structured layout helps users make clear, consistent selections.

The screenshot below illustrates the custom property nesting. If the first dropdown is set to Fiserv, the second dropdown will automatically filter to show only the pricing models relevant to the Fiserv processor—excluding any options tied to other processors.

To nest one custom property under another:

  1. Go to the custom property you’d like to nest (e.g. Pricing Model)
  2. In the Parent dropdown, select the property that should serve as its parent.
  3. Click Save. 

Nesting applies not only to custom properties but also to individual property values.

By linking a value to a specific parent value, you ensure that users only see contextually relevant options during selection. This makes the interface more intuitive and helps enforce accurate data entry.

For example, in the screenshot below, a new value—Tiered—is added under the Pricing Model property. It is specifically nested beneath the Fiserv processor, meaning it will only appear when Fiserv is selected, ensuring users don’t mistakenly apply it to other processors.

 

Additional notes

  • You can create up to five custom properties.
  • If you're adding multiple similar values, use the Copy shortcut to quickly duplicate an existing value with the same properties. After copying, you can edit the new value to adjust for any differences. 

Related to