Auto populate Deal Name with Contact name -- most real estate and physical sales outlets want this feature. I know that something like hubspot sells to companies mainly so your slant it to have that happen…but many many peole who need a CRM are not selling to companies…but to individuals. So when we make a deal…it is not associated to a company by default.
What I REALLY want is the ability to select what gets auto populated in the “deal name” …like I would love to be able to have “last name” - “Boat owned” which is one of the fields I created.
This would be a great feature.
I was hoping to have one of my fields auto populate the deal name. Right now i guess the default is “company name”…but if the contact has no company associated with them…it is left blank.
I am in boats and I would want a new deal to populate “last name” - " vessel owned" (fields I created).
Any chance this might be added?