Remove Opportunity - CRM Actions

Modified on Fri, 05 Aug 2022 at 10:44 AM

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.