When a new deal is created the word 'deal' is automatically appended to the end of the deal name. Wo
Brad Krause_13404
Member Posts: 366 VERIFIED MEMBER
When a new deal is created the word 'deal' is automatically appended to the end of the deal name. Would it be convenient for you if that could be defined as something different and based on one of your deal detail fields?
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@Brad Krause currently it's not possible to remove the word "deal" at the end of it, but you can certainly use Workflow Automations to automatically add words from other sections of the deal to its title when it's created and as it reaches certain circumstances.
There are interesting updates coming to Workflow Automations in the following months, though.
Learn all about it:
* with our Academy videos: https://www.pipedrive.com/en/academy?ref=community_post
* from our Knowledge Base tutorials in your preferred language: https://support.pipedrive.com/hc/en-us
To remove words from a deal title I suggest you take a look at the integration platforms available in our marketplace, as they allow you to transfer and manipulate data outside the scope of our own native features: https://marketplace.pipedrive.com/apps/integration-platforms0
