Remove the automatic "New Deal" from deals
When creating a deal from a contact record, Hubspot will automatically title it as the Company Name (great) and add "- New Deal" on to the deal name as well. There is no way to configure the system so that it does not automatically do this.
As we like to keep our company and deal names the exact same for uniformity, automatically adding the "New Deal" is something we are constantly having to delete. I don't undertstand the reasoning for doing this as you can just runa filter if you want to see when a deal was created. If you don't manually edit, then you can have a 3-month old deal that is titled "new".
- Just use the company name for the deal name if auto-populating.
- Allow us to specify a property field/token for the deal name
- Allow for custom copy for adding additional language onto an auto-pop deal name
- Select a label to view existing ideas by category::