Can you change auto deal naming?

Kate Walker
Kate Walker Member Posts: 11
edited July 2022 in Sales CRM #1

We are a fabricator / installer that often does multiple pieces of work for the same organisations. 

As the sales and estimating teams are adding their deals in PD, they often overlook the Deal Title field as it is auto/ pre-filled as "Org + Deal". The Deal title therefore gets confusing as we end up with 8 deals all with the same title. 

Is there any way to either: 

a) switch off the auto pre-fill on the deal title so that the user can see it's a blank field that needs to be filled manually


b) Is there any way to build a script that create a deal title based on fields with the deal? 

Eg: Quote Number + Project + Org