Do you want to add and edit People or Companies attributes that can't be imported into Savio?
Now you can. Here's how:
Adding Manual Attributes
First, visit Settings => People and Company attributes.
Then click New Attribute:
Fill in the relevant details (you can refer to our Knowledgebase article on Custom Attributes for more on each field).
Be sure to check "Show With User Info" so the attribute shows up in Savio.
Your attribute will appear in your Attributes list. The Savio logo indicates it's a manual attribute:
Editing Attribute Values
When you've checked "Show With User Info", the attribute will appear alongside a Person. It can be edited from there by clicking the pencil icon:
When to use Manual Attributes
One scenario we've heard is manual attributes are useful for tracking approximate deal size for leads who never make it into the CRM because you're missing a must-have feature.
To track that your sales team would send in feedback via the Chrome Extension and include the estimated deal size (you can use Feedback Templates to prompt them to include the fields you care about:
Then during Triage you'd add the lost deal revenue to the Person by clicking on the attribute:
Then entering and saving the attribute info:
Customize your Feature Request columns to show how much deal revenue you've lost out on because you were missing a feature request: