Larry Gatz asked us, “I have a pipeline setup that adds a contact every time they schedule an appointment, but for some reason the “company name” is showing up in the opportunity card, and not the client name. Is there a way to change this?”
“Here’s a quick video to show you how we can rename opportunities’ name in the pipeline: https://www.loom.com/share/7276ccfbd9964cd19b3357796f79b71e
Let me know if this answers your question. ”
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