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Deal Desk

Custom Deal Names GA

Aug 2, 2024

By default, RevOps Deals are automatically named based on the imported Salesforce Opportunity or HubSpot Deal. However, this can create challenges with multiple offers are created for a single opportunity, i.e., options selling, since each offer results in the same deal name.

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With Custom Deal Names, Sales Reps can customize their deal names to simplify tracking of individual offers.

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