Add/Update Opportunity - CRM Actions

Modified on Fri, 05 Aug 2022 at 10:26 AM

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.