Deals numbering

Created: 2018-07-30
Last updated: 2018-07-30

Post view count: 224

Like in tasks and emails, also in deals you can enable numbering. It makes it easier to keep the order and monitor, how many deals you're creating. Depending from options, you can decide if numbering will be restarted every day, every month or every year.

To enable numbering, select Settings > CRM Settings > Deals and mark Turn on interest numbering checkbox.

You have following fields:
  • numbering format - you can number your deals according to year (yyyy), month (mm), day (dd), or just a regular number
  • example patterns - here you can select default system numbering formats, then 'numbering format' field will be filled automatically
  • the first number - which number will start numbering
Deals' numbers will be displayed after clicking in the particular deal:

Remember, that numbering will not work backwards - previous deals after enabling numbering will remain the same.


Add Comment