Dashboards & Reporting

MelikeSezer
Member

Why it's always creating a deal with the "company name-new deal" format?

SOLVE

It's always showing up in the format of "company name-new deal" how can we change this?

2 Accepted solutions
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Why it's always creating a deal with the "company name-new deal" format?

SOLVE

Hi @MelikeSezer , 

 

I dont think this has been changed yet, but it is a popular idea that you can vote on to support: https://community.hubspot.com/t5/HubSpot-Ideas/Customize-default-deal-name/idi-p/252063

I agree it would be great if we could customise the default new deal name. 

 

Hope this helps?

Phil Vallender | HubSpot Website Agency

View solution in original post

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Why it's always creating a deal with the "company name-new deal" format?

SOLVE

Hi @MelikeSezer,

 

I have good news for you: this is now a feature in private beta!

 

[Private Beta] Customize Default Deal Name

Dec 11, 2023
 

What is it?

Admins will be able to customize the default deal name for deals created from existing contact and company records. Previously HubSpot’s deal name default was not configurable and led to lots of customer frustration. Customers will be able to configure the default deal name within the “Create deal” form in Settings using a combination of personalization tokens and/or static text.

 

Why does it matter?

Currently the default for deal name for deals while on an existing contact and company records is that “-New Deal” is always added after either the company or contact name, which is both inflexible and contributes to poor data quality. This new functionality allows admins to configure the default experience to fit their own naming conventions and ensure data quality. Reps can spend less time on manual data entry while ensuring they’re following the right naming conventions.

 

How does it work?

  • This functionality will be available for deals created from existing contact or company records
  • Enterprise customers can also use custom object personalization tokens
  • The personalization tokens pull in field values from the contact or company record you’re on (e.g. company name)

To configure the default deal name:

  • Click the settings icon in the main navigation bar and navigate to Data Management > Objects > Deals > Setup > Creating Deals > click on Customize the 'Create deal' form
  • On the left sidebar, click on Add default values to configure the default deal name
  • Click on the Pencil (Edit) > Personalize to add additional personalization tokens
  • Click the Trash can (Delete) if you want to remove the default value for deal name and make the deal name field blank by default
  • Hit Update to check your work in the preview
  • Click the Save button in the top right corner to apply your changes

To set the default deal name as blank:

  • Navigate to the Add default values panel on the left and click the Trash can icon > Remove > Save to delete the default
  • This will make it so that the deal name field is blank by default and can be filled in manually in the deal creation process off an existing record page

Note: Currently, when there are multiple personalization tokens used in the default deal name and not all tokens are available for the record, the deal name will populate with whichever tokens and/or text is available.

 

To learn more, please visit this Knowledge Base article.

 

Who gets it?

All hubs and tiers


You can find the beta in the product updates section of the HubSpot app:

 

karstenkoehler_0-1702358868213.png

 

If you're not seeing it yet, I recommend checking regularly.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

0 Upvotes
3 Replies 3
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Why it's always creating a deal with the "company name-new deal" format?

SOLVE

Hi @MelikeSezer,

 

I have good news for you: this is now a feature in private beta!

 

[Private Beta] Customize Default Deal Name

Dec 11, 2023
 

What is it?

Admins will be able to customize the default deal name for deals created from existing contact and company records. Previously HubSpot’s deal name default was not configurable and led to lots of customer frustration. Customers will be able to configure the default deal name within the “Create deal” form in Settings using a combination of personalization tokens and/or static text.

 

Why does it matter?

Currently the default for deal name for deals while on an existing contact and company records is that “-New Deal” is always added after either the company or contact name, which is both inflexible and contributes to poor data quality. This new functionality allows admins to configure the default experience to fit their own naming conventions and ensure data quality. Reps can spend less time on manual data entry while ensuring they’re following the right naming conventions.

 

How does it work?

  • This functionality will be available for deals created from existing contact or company records
  • Enterprise customers can also use custom object personalization tokens
  • The personalization tokens pull in field values from the contact or company record you’re on (e.g. company name)

To configure the default deal name:

  • Click the settings icon in the main navigation bar and navigate to Data Management > Objects > Deals > Setup > Creating Deals > click on Customize the 'Create deal' form
  • On the left sidebar, click on Add default values to configure the default deal name
  • Click on the Pencil (Edit) > Personalize to add additional personalization tokens
  • Click the Trash can (Delete) if you want to remove the default value for deal name and make the deal name field blank by default
  • Hit Update to check your work in the preview
  • Click the Save button in the top right corner to apply your changes

To set the default deal name as blank:

  • Navigate to the Add default values panel on the left and click the Trash can icon > Remove > Save to delete the default
  • This will make it so that the deal name field is blank by default and can be filled in manually in the deal creation process off an existing record page

Note: Currently, when there are multiple personalization tokens used in the default deal name and not all tokens are available for the record, the deal name will populate with whichever tokens and/or text is available.

 

To learn more, please visit this Knowledge Base article.

 

Who gets it?

All hubs and tiers


You can find the beta in the product updates section of the HubSpot app:

 

karstenkoehler_0-1702358868213.png

 

If you're not seeing it yet, I recommend checking regularly.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
CTA9
Contributor

Why it's always creating a deal with the "company name-new deal" format?

SOLVE

Hi @MelikeSezer,

 

It is completely in our hands. From the above text, It seems that deals are created via any workflow, to change the name format you need to edit the workflow and update the format as per your needs.

 

Thanks

0 Upvotes
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Why it's always creating a deal with the "company name-new deal" format?

SOLVE

Hi @MelikeSezer , 

 

I dont think this has been changed yet, but it is a popular idea that you can vote on to support: https://community.hubspot.com/t5/HubSpot-Ideas/Customize-default-deal-name/idi-p/252063

I agree it would be great if we could customise the default new deal name. 

 

Hope this helps?

Phil Vallender | HubSpot Website Agency