Remove Opportunity

Remove Opportunity

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.

The Remove Opportunity action serves the purpose of eliminating an opportunity associated with contacts within a specific workflow. This feature allows for efficient management of sales opportunities by providing the option to disassociate particular opportunities from contacts when certain criteria or actions are met. Consequently, this leads to better organization of sales pipelines and improved accuracy in tracking and analyzing sales progress.

Pipeline

To use this feature, click on add new workflow action, select Remove Opportunity, and then select the Pipeline dropdown and choose the pipeline that has the opportunity you want to remove. This is a great way to remove contacts from old opportunities to keep your CRM up to date.