Deal number allocation

Darren Melbourne
Darren Melbourne Member Posts: 1
Photogenic First Anniversary


We as a company include the automatically generated Pipedrive deal number in our communications internally and externally.

Can this be populated in the Title box as part of the "Add deal" interface?

1 votes

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  • Felix Brumme
    Felix Brumme Member Posts: 29
    First Anniversary 5 Up Votes Name Dropper 5 Likes

    Have her a suggested solution to the problem: 

    If you create an automatic with the trigger new deal, then that should be able to solve the problem for you. 

    It is important that you enter both the deal ID and the old deal title, so that the title is retained and not only overwritten by the ID.