The “Allow Multiple Opportunities” toggle enables more granular control by allowing workflows to handle multiple opportunities for the same contact. This feature ensures that each opportunity within a contact is treated as a distinct entity, allowing for separate workflow executions. In this guide, we will walk through how the toggle works, its benefits, and how to configure it for your workflows.
What Does “Allow Multiple Opportunities” Do? #
When enabled, the “Allow Multiple Opportunities” toggle allows workflows to independently manage multiple opportunities for the same contact, enhancing accuracy in opportunity management.
- Enabled Toggle: Each opportunity is treated as a separate instance within the workflow.
- No Workflow Restarts: Updates to an opportunity do not restart the workflow; it continues from the current stage with the updated values.
By default, this feature is disabled for workflows created before its introduction, maintaining their original functionality. For new workflows, the toggle is automatically enabled, allowing multiple opportunities to be managed concurrently within the workflow.
Why Use This Feature? #
This feature is beneficial in scenarios where a contact has multiple opportunities that require individual follow-ups or actions. It avoids the issue of workflows being skipped or overridden when multiple opportunities exist for the same contact.
How to Configure the “Allow Multiple Opportunities” Feature #
Follow these steps to enable this feature in your workflows:
- Navigate to the Workflow: From the Automation > Workflows section in your account, select the workflow you wish to modify.
- Enable “Allow Multiple Opportunities”: Open the workflow settings. At the top of the settings page, you will find the “Allow Multiple Opportunities” toggle. Switch it to On.
- Ensure that your workflow is saved, if automatic saving is not enabled, in order to activate the feature.
By ensuring that each opportunity is treated as a separate entity, this feature enhances workflow precision, reduces the need for manual intervention, and ensures a seamless experience for both users and contacts.
Practical Examples and Use Cases #
A team member may be working with a client who is interested in two different services: Service 1 and Service 2.
- If the Toggle is OFF: If the opportunity for Service 1 is updated at 8 AM on January 1st, an SMS reminder is sent based on the workflow configuration. However, if the opportunity for Service 2 is updated later that same day at noon, no SMS is sent, as the workflow is still tied to the first opportunity.
- If the Toggle is ON: When Service 1 is updated at 8 AM, an SMS is sent. Then, when Service 2 is updated at noon, a second SMS is also sent, treating each opportunity as a unique instance.
If you are managing multiple events for the same client, such as an upcoming conference and a separate product launch, enabling multiple opportunities ensures each event triggers its own set of actions, like reminders or email campaigns, without interference.
Frequently Asked Questions #
Will the workflow restart if the same opportunity triggers it again? #
No, the workflow does not restart. It continues from the current stage, using the most recent opportunity values.
Will contact details be updated when an opportunity is updated? #
No, only the opportunity-specific data will change, while contact details remain unchanged. This ensures that workflows accurately reflect the current opportunity without altering the overall contact record.
Is the toggle enabled by default? #
It is automatically enabled for new workflows, while workflows created before the feature’s introduction remain disabled to preserve their original behavior.
Where do I find the “Allow Multiple Opportunities” toggle? #
Open the workflow settings from Automation > Workflows; the toggle appears at the top of the settings page.
When should I enable this feature? #
Enable it when a single contact has multiple opportunities that each need their own follow-ups, such as separate services or events.
Do I need to save the workflow after enabling the toggle? #
Yes, if automatic saving is not enabled, save the workflow to activate the feature.
