Customize default title in deals

Almost all of our deals have the default title of the organisation name.

Most of our deals are of the same type but a few are of a different sales process.

When scanning a list of deals it's hard to distinguish them as every deal has a different title, the name of the organisation.

The suggestion is to allow customization of the default deal title.

  • Organisation name (default today)
  • Pipeline name
  • (Empty until explicitly entered)

Second suggestion is to make the default deal title only a placeholder unless specified.
This way you don't have to delete the old copied organisation name before entering the deal title.

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  • 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 #2

    Hi @Peter Hultqvist 

    Thanks for sharing, I'll pass it along to the team.
    I can recommend to edit the list view a bit. You can add/remove certain columns and drag the order around so you can for example already create that the first 3 columns have

    • Deal title
    • Org name
    • Pipeline name

    Check out here more on how to do it. Nonetheless, I'll make sure our team sees your suggestions.

  • Jean-Patrick HERBUTE
    edited October 2020 #3

    Hi @Peter Hultqvist,

    first of all, excuse me if the following suggestion isn't relative ...

    As I understand your request, I can suggest you automate your deal title formatting with some very simple Workflow automation. 

    For example, you could trigger the automation upon deal creation, and depending on the fields you entered when creating the new deal, you could decide wheter or not a deal title should be affected. Therefor, you can update the deal's fields  and particularly the Title, entring here whatever you want and even take advantage of the placeholders.

    Once again, sorry if this isn't relative

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

    Great suggestion, thanks for sharing @Jean-Patrick HERBUTE 

  • Dejan Borota
    Dejan Borota Posts: 1
    edited June 16 #5

    The workflow automation workaround works nicely, although this should be some sort of standard option. Is it possible to extend the functionalities of the workflow automation also to the "leads" ? Currently you can only trigger on "deal", "person", or "organization", which is a shame... Or is there a timeline when this will be available? 

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited January 2021 #6

    The workflow automation workaround works nicely, although this should be some sort of standard option. Is it possible to extend the functionalities of the workflow automation also to the "leads" ? Currently you can only trigger on "deal", "person", or "organization", which is a shame... Or is there a timeline when this will be available? 

    Hi @Dejan Borota we're working on it 🚀 https://community.pipedrive.com/post/planned-workflow-automation-for-leads-is-coming-5f7d8240d1de0c0319341d8c

  • Andreas Sihm
    Andreas Sihm Posts: 4
    edited December 2021 #7

    Is it possible to make three custom fields for Deals so that the Deal Title becomes "Custom Field 1" + "Custom Field 2" + "Custom Field 3" ?
    I don't see a way to automate this currently