Can you change auto deal naming?

Kate Walker
Kate Walker Posts: 11
edited July 26 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

OR

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

Thanks! 

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Comments

  • Hossein Mohsenian_3938
    edited February 24 #2

    Hi @Kate Walker 

    Hope this helps : 

    Cheers,

    Hoss

  • Kate Walker
    Kate Walker Posts: 11
    edited September 2020 #3

    Hi @Kate Walker 

    Hope this helps : 

    Cheers,

    Hoss

    This is perfect! Thank you so much 

  • Hossein Mohsenian_3938
    edited September 2020 #4

    Hi @Kate Walker 

    Hope this helps : 

    Cheers,

    Hoss

    You owe me a lunck @Kate Walker ! :)

  • Kate Walker
    Kate Walker Posts: 11
    edited October 2020 #5

    Hi @Kate Walker 

    Hope this helps : 

    Cheers,

    Hoss

    Haha, certainly! 

    We only installed PD last week and I've been blown away with it's capability - my background is in Salesforce, but PD is so much more intuitive! 

    This was the first question that stumped me and you found me an answer within hours - I continue to be impressed :-) 

  • Michael Skibicki
    Michael Skibicki Posts: 6
    edited February 24 #6

    Paul,

    I'd like to talk to you about your consulting service.  Can you tell me a little more about what you can offer.  My name is Michael Skibicki.  I'm in the US.  My email is [email protected]  Thanks and I look forward to hearing from you.

  • Brad Tindall_3303
    edited February 24 #7

    We have the same situation with multiple deals with the same org. We created an automation for deal name:   [Deal organization name]   [REP PVT Deal # (YY-MM)] - [Deal ID]   [REP PVT Deal Description]    In this case we get something like Google 20-09-478 Consultation. The point is that you can combine custom fields with system fields to suit your needs and differentiate between deals. Hope this helps.

  • Kate Walker
    Kate Walker Posts: 11
    edited September 2020 #8

    We have the same situation with multiple deals with the same org. We created an automation for deal name:   [Deal organization name]   [REP PVT Deal # (YY-MM)] - [Deal ID]   [REP PVT Deal Description]    In this case we get something like Google 20-09-478 Consultation. The point is that you can combine custom fields with system fields to suit your needs and differentiate between deals. Hope this helps.

    Thanks Brad! I'll give it a go :-) 

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited September 2020 #9

    Paul,

    I'd like to talk to you about your consulting service.  Can you tell me a little more about what you can offer.  My name is Michael Skibicki.  I'm in the US.  My email is [email protected]  Thanks and I look forward to hearing from you.

    @Paul Minors just tagging you here as your help is needed 🙌🏻

  • Paul Minors
    Paul Minors Posts: 66
    10 Comments Solution Provider
    edited September 2020 #10

    Paul,

    I'd like to talk to you about your consulting service.  Can you tell me a little more about what you can offer.  My name is Michael Skibicki.  I'm in the US.  My email is [email protected]  Thanks and I look forward to hearing from you.

    Hi Michael, absolutely. You can learn more about my consulting options on this page: https://paulminors.com/consulting/pipedrive-consulting/ There is also an option to book a call with me if you'd like to chat.