Understanding Generated Account and Opportunity Names

When you create opportunities via automation, Lead Gen & CRM automatically generates names for the opportunity.
These names will be different from one another, and the generation process is centered around whether or not created opportunities have associated company names.

This article will provide insight into how these created opportunities are named.

 

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Opportunity Naming Logic

Opportunities can be created through the pipeline itself, or through automation. When creating opportunities through automation, Lead Gen & CRM will automatically generate names for the created opportunities.

When a lead is associated with an account

When opportunities are created through automation, opportunity names are based on whether or not the lead is associated with an account that has a company name. Regardless of whether or not the lead has an associated account and company name, the generated opportunity names will be listed alongside a timestamp that indicates when the opportunity was created.

The logic for opportunity name generation, when the lead is associated with an account, is as follows:

Be aware that an opportunity's name can be changed after it is automatically generated. If auto-generated opportunity names are not producing the desired results, consider updating your accounts' company names.

For example, depending on your instance and your needs, an account's company name can be the name of a business or the first and last name of an individual. Read Configuring Account Company Information to learn more about updating your accounts' company details. 

When a lead is not associated with an account

When opportunities are created through automation, and the lead is not associated with an account, you can choose to use "Auto-generate" in the opportunity name or set a prefix. 

The logic for opportunity name generation, when the lead is not associated with an account, is as follows:

Be aware that an opportunity's name can be changed after it is automatically generated.