Custom Properties - are the fields in the CRM where you can designate what properties you want your contacts to have, such as Second Address, Second Phone Number, Social Media Profile Links, etc.
Step-by-Step Instructions
Here's a quick video:
1. Accessing the CRM Settings
From your Dubb dashboard, click on the Your Profile Picture
Select Your Settings.
Click Team > CRM in the left-hand menu.
Under CRM select Custom Properties.
This is where all the existing properties are listed, and new ones can be created.
2. Creating a New Custom Property
Click the blue + Add Property button in the top-right corner.
In the pop-up window titled “Create Property,” fill in the fields:
Name: The label for your custom property (e.g., "Address").
Description (optional): Helpful if multiple team members use this field.
Folder: Categorize your property by selecting or creating a folder.
Internal Name: Used for backend or automation purposes. This often matches the “Name.”
Form Control: Choose how the data will be entered:
Single Line Text (e.g., address)
Multi-line Text (e.g., speaker bio)
Checkboxes (e.g., interests)
Dropdown (e.g., company size)
Switch (e.g., newsletter opt-in)
Click Submit to save.
3. Editing or Deleting a Property
Use the pencil icon next to a property to edit it.
Use the trash icon to delete a property.
Tip: Be cautious when deleting fields, as data linked to those fields may be lost.
4. Using Custom Properties in Your CRM
When importing contacts (via CSV), Dubb allows you to match your file’s columns to these custom properties.
These properties can also auto-fill when someone submits a form linked to your Dubb video landing page.
Later, use these properties for personalization in video pages, emails, and automation sequences.
Refer to this article: https://support.dubb.com/en/articles/5764552-how-to-manage-contacts
5. Organizing Properties
You can group properties into folders to keep everything organized.
Use the Sort by Category dropdown to filter based on usage or type.
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