Understanding Generated Account and Opportunity Names

When you create opportunities via automation, Lead Gen & CRM automatically generates names for created accounts and opportunities. 

These names will be different from one another, and the generation process is centered around whether or not created accounts and opportunities have associated company names.

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

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Article Contents

• Account Naming Logic
• Opportunity Naming Logic

Available With:

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Toolbar:

Automation

Users:

Administrators	✓
Company Managers	✓
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Sales Managers	✓
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Account Naming Logic

When creating accounts through automation, Lead Gen & CRM automatically generates names for the individual entries.

Created accounts have a specific way that they are named. This depends upon whether or not an account has an associated company name. Regardless of whether or not the lead has an associated company name, the generated account names will be listed alongside a timestamp that notes when the account was created.

The logic for account name generation is as follows:

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

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

The logic for opportunity name generation is as follows:

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