Opportunity Workflow Actions
Workflows help you manage your internal processes without effort. However, if you’re having trouble translating automation power into customer journey management, this new feature will simplify that process.
⭐️Why Is This Feature Beneficial To Your Company?
Upgraded Flexibility: Manage all changes to your contacts as they enter your sales pipelines with a hands-off approach that gives you full control and customization directly from your workflows.
Convenient Follow-Up: Update, assign, and remove opportunities with precise actions that ensure effectiveness and increase consistency.
Accurate Creation: Streamline your onboarding process by creating opportunities as they come, helping you improve your opportunity management.
⭐️How Does It Work?
We’ve added and improved a few Opportunity-related actions, let’s check which ones they are, what they do, and how to use them.
“Find Opportunity” Action: This helps you quickly locate the earliest or latest opportunity for a contact. To use it set pipeline, stage, name, value, and any other relevant filters.
“Create Opportunity” Action: Easily create a fresh opportunity in a specified pipeline/stage without affecting any existing record. To use it set pipeline, stage, name, value, and any other relevant details.
“Update Opportunity” Action: Modify fields (name, value, pipeline stage, etc.) of an existing opportunity. To use it set pipeline, stage, name, value, and any other relevant details.
“Add/Remove Owner from Opportunity” Action: Precisely assign or remove ownership of an opportunity, with optional syncing to the contact owner. To use it specify the user(s) you’d like to assign as owner(s).
“Add/Remove Follower(s) from Opportunity” Action: Control who receives updates about an opportunity’s progress, without creating duplicates or unwanted notifications. To use it specify the user(s).
“Remove Opportunity” Action: Remove the opportunity that triggered the workflow, one found in a prior step, or all opportunities in a pipeline.
These improvements and additions will make your opportunity management easier, removing unnecessary confusion, accidental overwrites, or unwanted changes. While adding more flexibility to your workflow’s capabilities!
