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Your Organizations Preferences

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Opportunity Naming Preferences

Opportunities can be named differently for different Opportunity Record Types. Please choose from the following options:

Choice #1:

{!Contact Name} {!RecordType.Name} {!CloseDate} {!Campaign.Name}
Example: Thomas Adams Donation 05/3/2021 2021 Annual Campaign

Choice #2:

{!Account.Name} {!Amount} {!CloseDate}
Example: Thomas and Anita Adams $75 05/3/2021

Choice # 3:

{!Contact Name} {!RecordType.Name} {!CloseDate} {!RecurringDonationName}
Example: Thomas Adams Donation 05/3/2021 Thomas Adams $75 Monthly

Custom Choice

You can combine any fields from the Opportunity that you would like. Also there can be different choices for different record type (i.e. Grants vs. Donations)


Would you like Choice 1, 2, 3, or other?


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