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Naming Convention For Opportunities

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  • Naming Convention For Opportunities

    Is there a way to customize opportunity name. for instance when a donor chooses Other the opportunity name that shows in the related list is Other. Seems like we'd want a more standard Naming like Last Name-date-Campaign or Campaign-date-Contactname. Can I do this or does this have to be a workflow or process builder

  • #2
    Good day @Patti Boyce

    Opportunity name may be changed per SKU and customized in the C&P Settings > Opportunity

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    Using various filters for SKU opportunity name may be set up using various variables:

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    Variables include:

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    Hope that helps. Let us know if we can be of any further assistance.
    Regards,
    Click & Pledge Support Department

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