Add/Update Opportunity

Created by Ezra Weinstein, Modified on Wed, 31 Aug 2022 at 05:49 PM by Ethan Harris

This action creates or updates an Opportunity within the Pipeline that you select.

 

 
In Pipeline

 

Select the pipeline you want to add the contact in the workflow.

 

 
In Pipeline Stage

 

Choose the stage you want to add the contact to in the pipeline selected.

 

 
Opportunity Name

 

This is the name/company's name of the contact.

 

 
Opportunity Source

 

This is the source at which the contact entered the workflow.

 

 
Lead Value

 

Type in the lead value.

 

 
Status

 

Choose the status you want to add the contact to, either; Open, won, lost, or abandoned.

 

 
Allow Opportunity to Move to Any Previous Stage In Pipeline

 

By toggling this on, it allows contact to move to any previous stage in the pipeline.

 

 
Allow Duplicate Opportunities

 

By toggling this on, a contact can be duplicated within a pipeline.
 

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