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.




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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