To make sure the deals registered by your partners follow a similar convention as the ones created by your sales team, we allow to choose how the deal name is created during the automatic creation of a deal in your CRM.
How to set this up:
Go to your form and choose Configuration
Select the automation "Create deal"
Choose type "Hidden Field" and select Deal Name
Configure how you want the deal name to be by combining free text with variables from your partner or form fields.
E.g. "New deal - Company name (= name of the end customer company)" OR "Opportunity via {Partner} for {amount} licences"
Whenever your partners register deals, Introw will make sure the naming convention of the deal name is applied when creating the deal in your CRM.
