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Workflow Action: Remove Opportunity

Charie

This article will give an overview of how to create a workflow using the Remove Opportunity Workflow Action.

 

The Remove Opportunity Workflow Action will allow you to create a workflow that will automatically remove an opportunity from a selected pipeline for any contacts that get added to a workflow. This article will give an overview of how to create a workflow using the Remove Opportunity Workflow Action.

 

Step 1: Start a new workflow or edit an existing one

 

Step 2: Set up applicable Workflow Trigger(s). We have multiple articles available to explain the setup of each of the Workflow Triggers. Feel free to review our articles on these for more information on setting these up.

 

Pro Tip: You can use any Workflow Triggers to trigger the Remove Opportunity Workflow Action or you can leave this workflow without any triggers.

 

Step 3: Setting up the Remove Opportunity Workflow Action

  • Click on the “+” symbol below the trigger to add an action.

  • Under Actions, select Remove Opportunity in the CRM section of the Actions Menu or use the search feature. Upon selection, the Action setup menu will appear

  • (Optional) You can change the workflow builder display name of this action using the textbox below Action Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Action.

  • Under Pipeline select the pipeline that you want this workflow to remove opportunities from

  • Press Save in the bottom right corner of the Action setup menu

Step 4: Press Save in the top right corner of your browser to save the workflow

  • If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish

  • Be sure to test your Workflow to make sure it is set up correctly using the Test Workflow button next to the Publish toggle switch. 

    • For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

Now your Workflow is set up and ready to go with the Remove Opportunity Workflow Action!