Workflow Action: Remove Opportunity
The Remove Opportunity Workflow Action allows you to automatically remove an opportunity from a selected pipeline for any contacts added to a workflow. This guide provides a step-by-step overview of how to create a workflow using this action.
How to Add the Remove Opportunity Action to a Workflow:
Step 1: Start a New Workflow or Edit an Existing One
Begin by either creating a new workflow or selecting an existing one to edit.
Step 2: Set Up Applicable Workflow Trigger(s)
Choose the workflow triggers that will initiate the process. We have articles explaining how to set up different Workflow Triggers for more detailed guidance.
Pro Tip: You can use any workflow trigger to initiate the Remove Opportunity action or create the workflow without a trigger.
Step 3: Setting Up the Remove Opportunity Workflow Action
Click the + symbol below the trigger to add an action.
In the Actions menu, select Remove Opportunity from the CRM section or use the search feature to find it. The Action setup menu will appear.
(Optional) Change the display name of the action in the Action Name textbox to customize how it appears in the workflow builder.
Under Pipeline, select the pipeline from which you want to remove opportunities.
Press Save at the bottom right corner of the Action setup menu.
Step 4: Save and Publish the Workflow
Press Save in the top right corner of the screen to save the workflow.
If the workflow is ready to be activated, toggle the switch under Save to Publish.
Use the Test Workflow button next to the Publish toggle to ensure it functions as intended. For more details on testing, refer to the article "Using the Testing Features in Workflows."
Once you complete these steps, your workflow with the Remove Opportunity action is set up and ready to go!
FAQs: Remove Opportunity Workflow Action
1. What is the Remove Opportunity Workflow Action?
The Remove Opportunity Workflow Action automatically removes opportunities from a selected pipeline for any contacts added to a workflow, making it easier to manage your CRM.
2. How do I add the Remove Opportunity action to a workflow?
Start a new workflow or edit an existing one.
Click the + symbol below the trigger to add an action.
Select Remove Opportunity from the CRM section or search for it.
Select the pipeline from which you want to remove opportunities, then click Save.
3. Can I rename the Remove Opportunity action?
Yes, you can rename the action using the Action Name textbox. This change only affects the display name within the workflow builder and does not affect its functionality.
4. How do I choose the pipeline for the Remove Opportunity action?
In the Action setup menu, under Pipeline, select the pipeline from which you want the opportunities to be removed.
5. How do I save and publish the workflow?
Click Save to save your changes.
Set the toggle switch under Save to Publish to activate the workflow.