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!
Because of the nature of our business we have a specific way for naming each deal. Its better that it not autopopulate for us at all so we can do our custom naming convention for each deal. Right now because its autopopulating and not prompting people to change it I've been having to spot check and get people to go back and change deal names.
Don't understand why this is needed. At least make it something we can turn off. We use Slack automations to communicate about deals and it looks weird to say "Congrats to [deal owner] for closing Acme - New Deal!"
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!
Just to repeat myself.... if we could choose the token (like we can in so many other areas) that would be amazing!
That way all of us who like "uniformed" deals can choose how we would like them organised and it would stop a lot of checking up on others and deleting "New deal"!
