It would be great if it were possible to customize the default deal name. When creating a new deal from a contact/company record, for example, some customers may want to automatically pull in both the contact and the associated company's name. Others may want the deal creation date pulled in automatically or the deal creator's name. If there were any opportunities to pull in known info when creating a deal from anywhere other than scratch, I'd love to see those as potential pieces of info to include.
This would become especially useful when using APIs to create deals in conjunction with user created deals and keeping the names unique with a date for retrieval by deal name.
Replying to the thread to try and gain it some momentum. As we have increasingly more opportunities to automate outside of Hubspot its becomes super important to have common identifiers and this typically is a deal name. Would love this feature. If you would to please add a comment and upvote.
Yes this is something that would come in very handy! A work around is to create a separate workflow with a field to "create deal" and then you can modify what the deal name looks like then using all contact fields.
Yes! We need to standardize our deal names so any default settings that can be preconfigured would be SO helpful. Our sales team has to remember how to name a deal in our standard and I think it should just as easily be pulled token info
This feature has been requested by a number of my sales and management team. It would be great to be able to help the team standardise our deal names using tokens.
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