I have good news for you: this is now a feature in private beta!
[Private Beta] Customize Default Deal Name
Dec 11, 2023
What is it?
Admins will be able to customize the default deal name for deals created from existing contact and company records. Previously HubSpot’s deal name default was not configurable and led to lots of customer frustration. Customers will be able to configure the default deal name within the “Create deal” form in Settings using a combination of personalization tokens and/or static text.
Why does it matter?
Currently the default for deal name for deals while on an existing contact and company records is that “-New Deal” is always added after either the company or contact name, which is both inflexible and contributes to poor data quality. This new functionality allows admins to configure the default experience to fit their own naming conventions and ensure data quality. Reps can spend less time on manual data entry while ensuring they’re following the right naming conventions.
How does it work?
This functionality will be available for deals created from existing contact or company records
Enterprise customers can also use custom object personalization tokens
The personalization tokens pull in field values from the contact or company record you’re on (e.g. company name)
To configure the default deal name:
Click the settings icon in the main navigation bar and navigate to Data Management > Objects > Deals > Setup > Creating Deals > click on Customize the 'Create deal' form
On the left sidebar, click on Add default values to configure the default deal name
Click on the Pencil (Edit) > Personalize to add additional personalization tokens
Click the Trash can (Delete) if you want to remove the default value for deal name and make the deal name field blank by default
Hit Update to check your work in the preview
Click the Save button in the top right corner to apply your changes
To set the default deal name as blank:
Navigate to the Add default values panel on the left and click the Trash can icon > Remove > Save to delete the default
This will make it so that the deal name field is blank by default and can be filled in manually in the deal creation process off an existing record page
Note: Currently, when there are multiple personalization tokens used in the default deal name and not all tokens are available for the record, the deal name will populate with whichever tokens and/or text is available.
I have good news for you: this is now a feature in private beta!
[Private Beta] Customize Default Deal Name
Dec 11, 2023
What is it?
Admins will be able to customize the default deal name for deals created from existing contact and company records. Previously HubSpot’s deal name default was not configurable and led to lots of customer frustration. Customers will be able to configure the default deal name within the “Create deal” form in Settings using a combination of personalization tokens and/or static text.
Why does it matter?
Currently the default for deal name for deals while on an existing contact and company records is that “-New Deal” is always added after either the company or contact name, which is both inflexible and contributes to poor data quality. This new functionality allows admins to configure the default experience to fit their own naming conventions and ensure data quality. Reps can spend less time on manual data entry while ensuring they’re following the right naming conventions.
How does it work?
This functionality will be available for deals created from existing contact or company records
Enterprise customers can also use custom object personalization tokens
The personalization tokens pull in field values from the contact or company record you’re on (e.g. company name)
To configure the default deal name:
Click the settings icon in the main navigation bar and navigate to Data Management > Objects > Deals > Setup > Creating Deals > click on Customize the 'Create deal' form
On the left sidebar, click on Add default values to configure the default deal name
Click on the Pencil (Edit) > Personalize to add additional personalization tokens
Click the Trash can (Delete) if you want to remove the default value for deal name and make the deal name field blank by default
Hit Update to check your work in the preview
Click the Save button in the top right corner to apply your changes
To set the default deal name as blank:
Navigate to the Add default values panel on the left and click the Trash can icon > Remove > Save to delete the default
This will make it so that the deal name field is blank by default and can be filled in manually in the deal creation process off an existing record page
Note: Currently, when there are multiple personalization tokens used in the default deal name and not all tokens are available for the record, the deal name will populate with whichever tokens and/or text is available.
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.