CRM

NGonzCDLSchool
Member

Deal Creation prioritizes Company Association name over Contact name

Is there a way to have a deal name pull from contact name rather than the associated company name?

 

I noticed when a contact is created and has no deal, if there is a company associated with said contact, when you create a deal, the deal name that is auto populated pulls the company name rather than the contact name. 

 

Is there anyway to prioritize the deal name to pull from contact rather than company?

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Deal Creation prioritizes Company Association name over Contact name

Hi @NGonzCDLSchool,

 

As far as I know, there aren't any dedicated settings or options for this and this behavior cannot be changed.

 

If you feel strongly about this being a feature, you could request it in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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