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".
Thoughts:
- 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
Hi everyone! Exciting update from the product team - the ability to customize the default deal name (instead of “-New Deal”) for deals created from existing contact and company records is now in private beta! To get access, click on the dropdown in the upper righthand corner of HubSpot, select "Product Updates" and select the Betas section under "Early Access." Scroll down until you see the Beta called "Customize Default Deal Name" and click “Request Beta.”
Thank you all for your feedback! We are currently determining the best path forward to enable you all to set default naming conventions for your team and remove the extra work of deleting "new deal" if it's not helpful. Stay tuned!
No response here from Hubspot. Another example how this system is bereft of simple logic in so many places.
Please remove this ASAP. It has absolutely NO value whatsoever, all it does is create work. Whoever coded this must have been a few branches short of a tree.
Please remove this feature! Our company removes the "New Deal" appendix but obviously we don't get them all, which leads to confusion when a deal is no longer new.
It doesn't look like this is going to be addressed, but I'll chime in/bump it -- my VP of Sales and CEO both wanted me to find a way to remove it as some of our task automation is customer facing, and in the VP's words "Having customers see a '- New Deal' tag comes off as tacky, and we should avoid that."
I'd like to see this feature toggleable as well -- it should be a pretty simple fix to just not have it concatenate onto the name of a deal.
