HubSpot Ideas

TDelude

Property for YEAR only (not full date)

I'd like to create a Deal property that automatically populates a Year (not full date).

 

My use case is related to Renewals automation. When a "New Busienss" deal closes, we immediately create the renewal via Workflows. The naming convention of the renewal deal is "[Company name] Renewal - [Agreement Start DATE]." 

 

I'd prefer to have the renewal naming convention be: "[Company name] Renewal - [Agreement Start YEAR]"