Properties are fields your team defines, such as an industry, a lead stage or a
renewal date. They appear in the Properties section of a contact, a
customer and your Business page, and work the same way on all three.
Adding a property
- Click Add property in the Properties section.
- Under Property, pick one your team already uses, or choose New
property.
- For a new property, enter a Label and choose a Type. Key fills
in from the label. Agents, automations and the API refer to the property by
its key, and you can’t change it later. For Single choice or Multiple
choice, list the Options, separated by commas.
- Enter the Value and click Add property.
A new property becomes available on every record of the same kind, so the
next contact you open offers it under Property.
Editing or removing a value
Open the menu next to a value and click Edit to change it in place, or
Remove to clear it. The property itself stays, ready to fill in again.
Reviewing suggestions
Agents suggest values as they work, for example when an agent looks up a
contact’s company on the web. Suggestions appear under Suggested, with the
value they would replace and the sources they’re based on. Click the source
count to see the pages behind a suggestion.
- Confirm makes the suggestion the property’s value, replacing the current
one.
- Dismiss moves it to Dismissed. A dismissed value isn’t suggested
again.
To bring a dismissed value back, open Dismissed at the bottom of the
section and click Restore. The value returns to Suggested. Last modified on October 11, 2026
