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CRM actions - How to add/update opportunity | Aesthetix CRM

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CRM actions - How to add/update opportunity

This guide will show you how to add/update opportunity

1. Click "Marketing"

Click

2. Click "workflows"

Click

3. Click "Create Workflow"

Click

4. Click "Continue"

Click

5. Click "Add your first action"

Click

6. Click "Create/Update opportunity"

This action creates or updates an Opportunity within the selected Pipeline.

Click

7. Select "Pipeline"

Choose the pipeline where you want to add the contact within the workflow.

Select

8. Select "Pipeline stage"

Select the stage where you want to place the contact in the selected pipeline.

Select

9. Input "Opportunity name"

Enter the name or company name of the contact for the opportunity.

Input

10. Select "Opportunity source"

Specify the source through which the contact entered the workflow.

Select

11. Input "Lead value"

Input the lead value associated with the contact.

Input

12. Select "Status"

Choose the status for the contact in the opportunity (Open, Won, Lost, or Abandoned).

Select

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.

Toggle switch to

14. Toggle switch to "Allow Duplicate Opportunities"

Enable this option to allow the duplication of the contact in the pipeline.

Toggle switch to

15. Click "Save action"

Click

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