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Lead attributes

Learn how to create and manage custom attributes for your leads in Tomba, including string, number, and date field types.

Written by Tomba.io Team

Custom attributes let you extend the default lead fields with additional data specific to your workflow — like campaign names, deal sizes, or follow-up dates.

The Custom Attributes Page

Navigate to Leads > Custom attributes to see all your attributes in a table with the following columns:

  • Name — The display name of the attribute and who created it.

  • Identifier — A read-only, auto-generated identifier used for API access and internal reference.

  • Type — The attribute type (STRING, NUMBER, or DATE).

  • Created at — When the attribute was created.

  • Updated at — When the attribute was last modified.

  • Actions — Edit and delete buttons.


Supported Attribute Types

When creating a custom attribute, choose from three types:

  • String — Free-text fields for any text data.

    • Examples: Campaign Name, Lead Source Detail, Internal Notes

  • Number — Numeric values for quantities and scores.

    • Examples: Deal Size, Priority Score, Annual Revenue

  • Date — Date picker fields for tracking dates.

    • Examples: Follow-up Date, Last Contacted, Contract Renewal


Create a New Attribute

  1. Click the + button in the top right corner.

  2. Enter a name for the attribute (e.g., "Campaign Name").

  3. Select the type (String, Number, or Date).

  4. Click Save to create the attribute.

An identifier is automatically generated from the name. This identifier is read-only and cannot be changed after creation.


Edit an Attribute

  1. Click the pencil icon next to the attribute you want to edit.

  2. Modify the attribute name.

  3. Click Save to confirm.

Note: The attribute's identifier and type cannot be changed after creation. Only the display name can be updated.


Delete an Attribute

  1. Click the trash icon next to the attribute you want to delete.

  2. Confirm the deletion in the dialog.

Warning: Deleting an attribute removes it from all leads. Any data stored in that attribute field will be lost.


Using Attributes in Leads

Custom attributes appear when creating or editing a lead:

  1. Open the + New Lead form or edit an existing lead.

  2. Scroll down to the Custom Attributes section.

  3. Click to expand the section — it shows the number of available attributes.

  4. Fill in the values for each attribute based on its type:

    • String — Type text in the input field.

    • Number — Enter a numeric value.

    • Date — Select a date from the date picker.


Team Collaboration

Each attribute shows the creator so your team knows who added it. All team members with access can use the custom attributes when managing leads.



Related Resources

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