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Opportunity Naming Standards

  • 1.  Opportunity Naming Standards

    Posted May 20, 2019 01:38 PM
    Edited by Rosemarie Cordell May 20, 2019 01:38 PM
    Hi all!

    We currently have a workflow which names a sales opportunity based on the account name and opportunity type. Feedback from our salesforce indicates this may be redundant since the account name and opportunity type are both fields available on the opportunity form and can be pulled into a view as columns for reference if needed. The sales reps would prefer to have a free-text opportunity name field which would give them freedom to name their opps more logically (e.g. Dr. Wilson Phase 3 or Dr Wilson's Surgical Room, etc).

    While I see the value of both perspectives, auto-naming for standardization vs free-text for flexibility, I'm curious as to how others are handling this. Does anyone leave the opportunity name field open for agents to type in whatever they want? I'd love some feedback from the community.




    Rosemarie Cordell
    Business Analyst

  • 2.  RE: Opportunity Naming Standards

    Posted May 20, 2019 02:19 PM

    We did have a free text field initially, after constant complaining from reps of having to fill too much data in an opportunity we had workflows to update with account name and opportunity type. We also tried a couple of different things, what's working for us currently is a pick list of product policy type and a workflow that updates opportunity name with that.

    It can be a product type / service line/ policy type or anything that' specific to the product - we chose policy type type since the sales commissions are calculated based on that.

    Geethika L

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