1. An insurance company follows a naming convention where the deal name is prefixed by the term 'Insurance for (name of the client)'.
   
2. Consider a travel agency. They name their deals as "Trips for customers XYZ ".
   
3. If it is a design company, the deal name goes 'Design for (name of the client)'
   
4. If it is for a real estate company, their naming conventions would be something like 'Property for (name of the client)'.
   
5. Naming convention of an education institute would go like 'Course for (name of the client)'.

                     

1. Make sure the specified fields needed for the creation of a deal name are present in the module.
2. Choose 'Create a Deal for this Account' while converting a lead into contact.

1. Go to Setup > Actions > Functions > Configure Function > Write your own.
2. Provide a Function name, Display name and select the module as deal.
3. Click on edit arguments, and map the required arguments. In our case, Deal ID and Account name are needed.
4. Type the below given script and save.
   

 map = Map();

 //Change the concatenation based on the naming conventions

 map.put("Deal_Name",'Deal for' + ' ' + acc_name);

 //For example 1, Insurance company

 map.put("Deal_Name",'Insurance for' + ' ' + acc_name);

 //For example 2, Travel agency

 map.put("Deal_Name",Trip' + ' ' + acc_name);

 //For example 3, Designing company

 map.put("Deal_Name",'Design for' + ' ' + acc_name);

 //For example 4, Real estate company

 map.put("Deal_Name",'Property for' + ' ' + acc_name);

 //For example 5, Educational institute

 map.put("Deal_Name",'Course for' + ' ' + acc_name);

 //This is same for all scenarios

 dealnameupdate = zoho.crm.updateRecord("Deals",deal_id.tolong(),map);

 info map;

 info dealnameupdate;

1. Go to Set Up > Automation > Workflow rules > +Create Rule.
2. Enter the required details and select the desired module.
3. Select "On a record action" in the "When do you want to execute this rule?".
4. Select "Create".
5. Select the Condition as "All Deals".
6. Choose "Function" from Instant Actions.
7. Choose the desired function created by the user and click 'Associate'. In this the case the function name 'Deal name'.
8. Click Save.