Remove the word 'deal' from Deal title
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
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@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
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Yes, I have an automation that changes it to {DEAL_ID} - {CONTACT_NAME}.
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