Dashboards & Reporting

MelikeSezer
Member

Why it's always creating a deal with the "company name-new deal" format?

SOLVE

It's always showing up in the format of "company name-new deal" how can we change this?

0 Upvotes
1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Why it's always creating a deal with the "company name-new deal" format?

SOLVE

Hi @MelikeSezer , 

 

I dont think this has been changed yet, but it is a popular idea that you can vote on to support: https://community.hubspot.com/t5/HubSpot-Ideas/Customize-default-deal-name/idi-p/252063

I agree it would be great if we could customise the default new deal name. 

 

Hope this helps?

Phil Vallender | Inbound marketing for B2B technology companies

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2 Replies 2
CTA9
Participant

Why it's always creating a deal with the "company name-new deal" format?

SOLVE

Hi @MelikeSezer,

 

It is completely in our hands. From the above text, It seems that deals are created via any workflow, to change the name format you need to edit the workflow and update the format as per your needs.

 

Thanks

0 Upvotes
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Why it's always creating a deal with the "company name-new deal" format?

SOLVE

Hi @MelikeSezer , 

 

I dont think this has been changed yet, but it is a popular idea that you can vote on to support: https://community.hubspot.com/t5/HubSpot-Ideas/Customize-default-deal-name/idi-p/252063

I agree it would be great if we could customise the default new deal name. 

 

Hope this helps?

Phil Vallender | Inbound marketing for B2B technology companies