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Lead attributes

Add your own fields to leads, such as a campaign name, a deal size or a follow-up date.

Written by Tomba.io Team

Custom attributes are your own fields on a lead, such as a campaign name, a deal size or a follow-up date. Use them when the standard fields don't cover what you track.

Before you start

You can have up to 29 custom attributes, on every plan.

Open the attributes page

Open Leads, then click Attributes in the Settings panel. You can also go straight to Custom attributes.

The Custom attributes page with its table of fields, and arrows pointing at the page title and the Type column

Each attribute shows its name, who created it, its type and its dates. The Identifier is a short code Tomba builds from the name, so Deal size becomes deal-size.

Create an attribute

Step 1. Click + at the top right. Hover over it and you'll see New custom field.

Step 2. Type a Name, from 2 to 25 characters.

Step 3. Choose a Field type.

Field type

What it holds

Example

String

Any text

Campaign name

Number

A number

Deal size

Date

A date

Follow-up date

The New custom field window with Lead source in the Name box, the Field type list open on String, Number and Date, and arrows pointing at Name and Field type

Step 4. Click Create.

Fill in an attribute on a lead

Step 1. Click New lead on the Leads page. For an existing lead, hover over its row and click the pencil at the end.

Step 2. Open the Custom Attributes section and fill in the values.

Step 3. Click Create Lead for a new lead, or Save Changes for an existing one.

Show an attribute in the table

New attributes start hidden in the table.

Step 1. Click the columns icon above the table.

Step 2. Under Custom Fields, click the eye icon next to your attribute.

You can then double-click a cell in that column to fill it in.

Edit an attribute

Step 1. Click the pencil next to the attribute.

Step 2. Change the Name.

Step 3. Click Update.

Values already on your leads stay in place. You can't edit the identifier yourself: Tomba rebuilds it from the new name.

The window also has a Field Type menu, but the type only changes if you change the name at the same time. You can only edit attributes you created.

Delete an attribute

Step 1. Click the trash icon next to the attribute.

Step 2. Click Delete to confirm.

⚠️ Important: The attribute's values no longer appear on your leads, and the app has no way to bring them back.

💳 Credits: Custom attributes don't use credits.

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