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Deal Desk

Custom Deal Names (Beta)

Jun 21, 2024

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


To alleviate this confusion and enable improved tracking of individual offers, we have launched support for Custom Deal Names. Sales Reps can use this functionality to:

  • Keep track of individual offers in RevOps
  • Customize deal name conventions


Interested in trying out the new Custom Deal Names functionality? Reach out to or over Slack to request enrollment in the Beta.

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