Hi
I know how to add default values in deal name creation but what i am looking for is some sort of numbering system.
We have companies that we do several deals with us at a time and its hard to differentiate between what the deals are
I dont want to use the deal record id number as this is to long and doesnt resonate.
Any suggestions please
Thanks
Hi @GP01,
I understand where you’re coming from – when you’re working with the same company on multiple deals, it can quickly get messy trying to keep track of which deal is which. One way around this is to build a simple, custom naming convention that includes a short, meaningful numbering system. For example, you could use something like CompanyName - Project Type - 001, 002, and so on. That way the name is human-readable, consistent, and helps everyone know exactly which deal they’re referring to. You could even tie that number to the deal’s creation date or sales stage to make it even more relevant.
If you want to automate it a bit, you might consider using a custom property in HubSpot that increments each time a new deal is created for a company. This would require a bit of workflow logic (HubSpot doesn’t do auto-increment natively), but it’s possible with some creative use of custom fields and custom code actions in workflows – like tracking the number of existing deals for a company and using that to generate the next number. It’s not perfect out of the box, but it’s a solid workaround and avoids relying on long record IDs that don’t mean anything at a glance.
Best regards!
Thank you Karsten, i will take a look at this