We’re a b2b org. We have an ongoing concern regarding creation of contacts. When the contact is auto created, the system auto creates a deal but merges this with the company name. Could I create an automation/workflow where the deal name matches the contact name, please?
Thanks!
Hi @JMariano,
If you’re automatically creating deals, then this likely being done by a workflow. You would have to search Menu > Automation > Workflows, to find the workflow that is doing this.
Alternatively, you can check any contact for whom a deal was created and look for workflow enrollments in their activity timeline: Filter activity index pages and record timelines
Once you find the workflow, you should see an action in it that is called “Create record”. You can then edit the action to your liking and also specify what the name of the deal should be. If you’re getting stuck, please share a screenshot.
If you’re deals are created in another way automatically, please provide more context. Otherwise, the above steps should apply.
Best regards!
Thanks for the immediate response.
I filled out a test form on our website and the first name is Joanna Test, Last Name Mariano and highlighted TEST is the company name. It created a new deal too. Our concern is the company name is attached to the first name. Can the contact name be the same as the deal name without the company name attached, please? Thank you!
