Why are my deal names generated automatically, and how do I change it?

Every new workspace names deals with a formula: Deal Name is a computed field set to a word followed by the company name, such as CONCAT("Deal ", {company.name}). A deal linked to Northwind Trading is then named Deal Northwind Trading. The word is picked for your business when you set up the workspace, for example Deal or Subscription. While the formula is on, nobody can type a deal name. You can change the formula, or turn it off and name deals yourself.

Step by step

1. Open Settings, then Records, and click Deals.

2. In the list of fields, click ••• on the Deal Name row.

3. Click Edit.

4. Under Computed Field, change the formula, for example to CONCAT({company.name}, " deal"). To type deal names yourself instead, turn Computed Field off.

5. Click Save Changes.

Good to know

• If you change the formula, every deal is renamed with the new formula, the existing ones included.
• If you turn Computed Field off, existing deals keep the names they have, and you can now edit them. New deals get no name until you type one. To ask for it when someone creates a deal, turn on Show in Create Form for Deal Name in the same dialog.
• While the formula is on, a deal's name follows its company: rename the company, or link the deal to another one, and the name updates. A deal without a company is named with the word alone, such as Deal.
• When a deal has several companies, the formula uses the first one.
• Want a suggested name that people can still change? Turn Computed Field off and turn on Default Value Template instead, for example Deal {company.name}. It fills in Deal Name only while it's empty.
• See formula syntax for the fields and functions you can use.

FAQ

Can I get the old name back after turning the formula off?

Yes. Turn Computed Field back on, enter the formula again, for example CONCAT("Deal ", {company.name}), and click Save Changes. Every deal is renamed again, including names people typed in the meantime.

Related

• How do I turn a field into a formula?
• Formula syntax and functions
• How to create a sales pipeline