CRM actions - How to use remove opportunity

To publish workflows, it is necessary to establish both a workflow trigger and a workflow action. Without both components, you can only save the workflow without publishing it.

1. Click "Marketing"

2. Click "workflows"

3. Click "Create Workflow"

4. Click "Continue"

5. Click "Add your first action"

6. Select "Remove Opportunity"

This action removes an opportunity that is associated with the contacts in this workflow.

7. Select "Pipeline"

Select the specific pipeline from which you would like to remove the opportunity.

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CRM actions - How to use remove opportunity

This guide will walk you through the steps to remove an opportunity

1. Click "Marketing"

2. Click "workflows"

3. Click "Create Workflow"

4. Click "Continue"

5. Click "Add your first action"

6. Select "Remove Opportunity"

7. Select "Pipeline"

8. Click "Save Action"

9. "Remove Opportunity" is added