How can I set Default Deal Name?

Created by MCA Suite Support Team, Modified on Wed, 2 Oct, 2024 at 4:29 PM by MCA Suite Support Team

Administrators of Workspaces can set a default name for Deals created in the Application stage.

To set default Deal Name, Administrators can go to the "Settings" page:

From the "Settings" page, select "Defaults":

The "Defaults" page will allow you to select one of the options below:

Deal Name Selection	Description
Text "Deal 1"	When selected, all new Deals created will be named: "Deal 1."
MCA Suite Deal ID	When selected, the random system generated Deal ID will be used as the name of the Deal.
Date {MM/DD/YYYY)	When selected, the date of when the deal was created is used. The format is MM/DD/YYYY.
Custom Text	When selected, a textbox will appear next to it. You will be able to enter a value that will be used for all new Deals created.