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

To use this feature, navigate to the Automation > Workflows section in your account and opt to create a new workflow, or click an existing workflow to open its builder. Add the relevant trigger(s), then click the plus icon to add a new workflow action. Locate and select the Remove Opportunity option from the list by using the search bar, or by scrolling to the Opportunity section.

Action Name #

Update the name of the action to display its intended purpose.

Opportunity To Be Found #

This setting determines which opportunities should be removed when the Remove Opportunity action runs. The options available are:

• All Contact Opportunities in the Selected Pipeline: This removes every opportunity linked to the contact within the specified pipeline.
• Opportunity Found or Triggered in this Workflow: This removes only the specific opportunity that either triggered the workflow or was identified in a previous step.

This flexibility ensures more precise opportunity management, allowing for targeted removal instead of deleting all opportunities.

Pipeline #

Select the Pipeline dropdown to choose the pipeline from which you wish to remove the opportunity. Save the action, then publish the workflow to activate it.

By using the Remove Opportunity Action, you can ensure that your sales pipeline remains up-to-date, eliminating outdated or irrelevant opportunities. This helps your team focus on the most promising leads, reduces clutter, and enhances overall organizational efficiency.

Frequently Asked Questions #

What does the Remove Opportunity action do? #

It disassociates an opportunity from a contact when your chosen criteria are met, keeping your sales pipeline organized and your tracking accurate.

Where do I find this action? #

In the Automation > Workflows section, open or create a workflow, click the plus icon to add an action, then search for or scroll to the Opportunity section to select Remove Opportunity.

Can I remove only one specific opportunity? #

Yes. Choose “Opportunity Found or Triggered in this Workflow” to remove only the specific opportunity that triggered the workflow or was identified in a previous step.

How do I remove all of a contact’s opportunities in a pipeline? #

Select “All Contact Opportunities in the Selected Pipeline,” which removes every opportunity linked to the contact within the specified pipeline.

How do I choose which pipeline is affected? #

Use the Pipeline dropdown to select the pipeline from which you want to remove the opportunity.

What do I do after configuring the action? #

Save the action and publish the workflow to activate it.