kya koi ye Suggest karega ki Opportnity Name and Quotaion Name kaise Rakhna Chahiye? 3-4 Suggesion milenge to easy Rahega. I appreciate any help you can provide.
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It depends on opportunity. If it is Sangam CRM like one time inquiry, I use “Account Name-Sangam CRM requirement” . If it is other product which can be repeated then “Account Name-Cloud-Date or qty”.
In list view advanced search format is lead by created at descending.
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Here are some suggestions for naming Opportunities and Quotations, which can vary depending on the industry and business type you’re working with:
- Use Product Category: Naming by product category is helpful, as it allows you to see key information like product type, company name, and other details at a glance in list view.
- Combine Fields: Another approach is to combine fields like product category and quantity for more context.
- Keep It Editable: The best practice is often to keep the Opportunity Name editable, without strict formulas, and set some simple rules with the business team for naming, so it’s convenient for them.
Finally, it’s always effective to ask sales team who is using the CRM, - “How do you typically refer to a specific deal in your internal conversations?” Their answers will often reveal the natural reference language for deals, which can guide you to create meaningful names that resonate with them.
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Still i need Some More Options. any one can help me.
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Keep Created data_Company name
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Keep Created date_Company name
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in Enjay we follow this pattern Productname + No. of User + Company name.
E.g. Sangam CRM_10_Enjay It Solution.
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