Introducing Enhanced Opportunity Workflow Actions

Discover Enhanced Opportunity Workflow Actions

We're thrilled to announce new and improved Opportunity-related workflow actions. These updates offer greater flexibility and precision for creating, updating, assigning, and removing opportunities within your sales pipelines. Our aim is to streamline your sales process, ensuring you maintain full control over your opportunity management.

What’s New?

New “Find Opportunity” Action

• Key Benefit: Quickly locate the earliest or latest opportunity for a contact.
• Use Case: Perfect for updating a specific opportunity or making decisions based on an existing record.

New “Create Opportunity” Action

• Key Benefit: Easily create a fresh opportunity in a specified pipeline/stage without affecting any existing record.
• Use Case: Ideal for onboarding new leads, automatically populating opportunity details and values. This action unifies the duplicate opportunity setting to follow one global standard.

New “Update Opportunity” Action

• Key Benefit: Modify fields (name, value, pipeline stage, etc.) of an existing opportunity.
• Use Case: Ideal for changing an opportunity’s status or stage after a lead takes a new action. Allows movement of opportunities from one pipeline to another.

New “Add Owner to Opportunity” & “Remove Owner from Opportunity”

• Key Benefit: Precisely assign or remove ownership with optional syncing to the contact owner.
• Use Case: Ensure the correct sales reps are responsible for follow-up or free up an opportunity for reassignment.

New “Add Follower(s) to Opportunity” & “Remove Follower(s) from Opportunity”

• Key Benefit: Control who receives updates about an opportunity's progress without creating duplicates or unwanted notifications.
• Use Case: Keep the right stakeholders informed or clean up unnecessary followers.

Enhancements to “Remove Opportunity”

• Key Benefit: Now you can remove the opportunity that triggered the workflow or an opportunity found in a prior step, in addition to removing all opportunities in a pipeline.
• Use Case: More targeted cleanup of irrelevant or canceled opportunities.

Deprecation Notice for “Create or Update Opportunity”

• Key Benefit: Separate “Create Opportunity” and “Update Opportunity” actions provide more granular control.
• Use Case: Transition to the new dedicated actions for improved functionality and future compatibility.

How to Use?

1. Add the Desired Action to Your Workflow:
   • Navigate to Automations → Workflows and select the step where you want to manage opportunities.
2. Choose the Appropriate Action (e.g., Find Opportunity, Create Opportunity, etc.).
3. Configure Fields:
   • For Create or Update, set pipeline, stage, name, value, etc.
   • For Add or Remove Owner/Follower, specify the users.
   • For Remove Opportunity, decide whether to remove one specific opportunity or all in a pipeline.
4. Save & Test:
   • Run a test contact/lead through your workflow to confirm everything works as intended.

Why This Feature?

• Greater Precision: Separate actions for finding, creating, and updating ensure no accidental overwrites or unwanted changes.
• Flexibility & Control: Assigning/removing owners or followers at any point in the sales process keeps responsibilities clear.
• Streamlined Processes: Automated opportunity removal, especially for canceled or lost deals, helps keep pipelines clean and accurate.
• Future-Proofing: Deprecating the all-in-one “Create or Update Opportunity” action paves the way for more robust, specialized actions that align with modern sales workflows.

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