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Customize default deal name

Hey team!

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.

Thank you!

8 Replies
APIANT
Occasional Contributor

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.

HubSpotMaster
Advisor

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. 

paddington
New Contributor

please.  This would be very useful.

 

TonyLantech
New Contributor

Agree.  I was just looking up how to essentially “concatenate” fields that already exist to build an unique Deal Name.

Bryantworks
Advisor

This would be super useful to some of the larger organizations that I work with.  Good idea!

KaiWe
Regular Visitor

YES please!

Topgunformation
New Contributor

We have the same problem ! It would be very efficient to have this fonction. Thank you.

relmendorf
New Contributor

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.