Remove the word 'deal' from Deal title

JT
JT Member Posts: 2 NEW MEMBER
First Comment
edited April 16 in Sales CRM #1

When I create a deal each time, the word 'deal' appears in the deal title field. This has some logic, but it's just unnecessary information in the deals pipeline view, and I should be able to change it. Thank you and please take a look at this issue.

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Answers

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 216 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 25 Up Votes 5 Answers
    #2

    @JT if your deals follow a simple naming pattern, you can make a simple workflow automation:

    trigger: deal created

    action: change title to whatever is your convention

  • Josh Buesking
    Josh Buesking Member Posts: 253 VERIFIED MEMBER
    Fifth Anniversary 100 Likes 100 Comments 5 Answers
    edited April 17 #3

    Yes, I have an automation that changes it to {DEAL_ID} - {CONTACT_NAME}.

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