1. Click "Marketing"
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2. Click "workflows"
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3. Click "Create Workflow"
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4. Click "Continue"
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5. Click "Add your first action"
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6. Click "Create/Update opportunity"
This action creates or updates an Opportunity within the selected Pipeline.
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7. Select "Pipeline"
Choose the pipeline where you want to add the contact within the workflow.
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8. Select "Pipeline stage"
Select the stage where you want to place the contact in the selected pipeline.
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9. Input "Opportunity name"
Enter the name or company name of the contact for the opportunity.
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10. Select "Opportunity source"
Specify the source through which the contact entered the workflow.
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11. Input "Lead value"
Input the lead value associated with the contact.
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12. Select "Status"
Choose the status for the contact in the opportunity (Open, Won, Lost, or Abandoned).
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13. Toggle switch to "Allow Opportunity to Move to Any Previous Stage In Pipeline"
Enable this option to allow the contact to move to any previous stage within the pipeline.
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14. Toggle switch to "Allow Duplicate Opportunities"
Enable this option to allow the duplication of the contact in the pipeline.
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15. Click "Save action"
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