Remove Opportunity

Created by Ezra Weinstein, Modified on Thu, 01 Sep 2022 at 03:21 PM by Ethan Harris

In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it.

 

This action removes an opportunity associated with the contact.

 

 
Pipeline

 

Select a pipeline you want to remove the contact from.

 

 
Select the pipeline you would like to remove the opportunity from.

 

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