Default Deal Title Please

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Marcelo Ramagem

• November 06, 2019 15:44

When adding a new deal from Contact or Company screen please have the deal title default to "Company Name - Deal"

 

This is what Pipedrive does.... and it works well for us... if rep wants to change it when creating a Deal no problem, however 95% of the times they do not change it. Asking someone to type out a deal title seems unnecessary. 

Perhaps, this is a new settings inside the deal module?

Our main focus is to make things EASY as possible for our reps... the less data they need to interpret or enter the better.

 

 

 

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  George Seybold

  • September 06, 2020 16:33

  +1 on this request.

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  Team Salesmate

  • June 01, 2021 14:53

  Seems like we have missed to update here. We have released an update which auto creates the deal title while you are creating deals from contact or company's detail page. 

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