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Status: Idea Submitted
AnaGut
Submitted by HubSpot Employee on ‎Jun 11, 2020 9:35 AM

Add automated personalization tokens to deal name when created from the deal dashboard

When creating a new deal from a contact record, the deal name by automation adds the name of the contact to it. It would be ideal to have a similar feature when creating a new deal from the deals dashboard, where a setting could allow inserting some personalization tokens in the deal name by automation.

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1 Reply
mcraciun
HubSpot Employee
HubSpot Employee
‎Oct 1, 2020 9:39 AM

+1. It would be great to be able to display the deal stage / deal owner in the name of the deal using personalization tokens!