Hello,
Is there an easy way to change the names of the deals with the name of the customer added to the deal name?
Hi @LLampe,
Could you provide a bit more context, how many deals are we talking about and which subscription level are you on? It says Starter in your post, is that correct?
Generally, in Professional subscriptions workflows can be used for automated naming and renaming. Below Professional subscriptions, it’s usually easiest to export your deals, rename them in Excel according to your liking, then re-importing them based on the deal Record ID.
Best regards
Hi @LLampe ,
Exciting update from the product team - the ability to customize the default deal name (instead of “-New Deal”) for deals created from existing contact and company records is now in public beta! To get access, click on the dropdown in the upper righthand corner of HubSpot, select “Product Updates” and select “In Beta.” Scroll down until you see the Beta called “Customize Default Deal Name” and click “Join Beta.” Hope that helps!
For more info, please visit the Knowledge Base article
@amei For Deals existent in a Pipeline (after integrating Typeform properties to have a specific Deal Name), is it possible to retroactively change all the Deal names to a new property? Example: Deal Names originally were Customer Name but we want them to reflect Company Name instead.