Introducing the Allow Multiple Opportunities Toggle in Workflows

Allow Multiple Opportunities for a Contact in Workflows

What's New?

We are excited to introduce a significant enhancement to our workflow capabilities: the "Allow Multiple Opportunities" toggle. This new feature empowers you to manage multiple opportunities for the same contact within workflows, with each contact-opportunity pair having its own separate workflow execution. Let's dive into the details:

• Enabled Toggle: Each opportunity associated with a contact will have a distinct execution in the workflow, ensuring precise management.
• No Workflow Restarts: When updates are made to an opportunity, the workflow continues from its current stage using the updated opportunity values, instead of restarting.

Note: By default, existing workflows will have this toggle turned off to maintain original functionality. For new workflows, the toggle will be enabled by default, allowing multiple opportunities to enter the workflow.

How to Configure

To enable this feature, follow these simple steps:

• Navigate to Settings: Go to the workflow settings page.
• Locate the "Allow Multiple Opportunity" Toggle: Find the new toggle at the top of the settings, similar to the "Allow Re-entry" option.
• Enable the Toggle: Toggle the Allow Multiple Opportunity switch to "ON" to activate the feature.
• Save Changes: Ensure you save the settings.

Use Case for Allow Multiple Opportunities

To illustrate the benefit, consider you are a real estate agent working with a client, John Doe, for two different properties: "1 Madison Avenue" and "2 Nice Street." You have a workflow set up to send a reminder SMS whenever an opportunity is updated.

If "Allow Multiple Opportunities" is OFF:

• "1 Madison Avenue" is updated on 1/1/2024 at 8 AM, and an SMS is sent to John Doe.
• "2 Nice Street" is updated on 1/1/2024 at 12 PM, but the SMS action is skipped.

If "Allow Multiple Opportunities" is ON:

• "1 Madison Avenue" is updated on 1/1/2024 at 8 AM, and an SMS is sent to John Doe.
• "2 Nice Street" is updated on 1/1/2024 at 12 PM, and another SMS is sent to John Doe, allowing both opportunities to coexist and function separately.

Frequently Asked Questions

What will happen to workflows already created?

All workflows created before the release will have the toggle turned off by default. New workflows created after the release will have the toggle enabled by default, similar to the re-entry feature.

What happens if the same opportunity triggers the workflow again?

If an opportunity re-enters the workflow, it will not restart from the beginning. Instead, the workflow will proceed from the current stage, reflecting updated opportunity values.

Will contact details change when an opportunity is updated or re-enters the workflow?

No, contact details will remain unchanged. Only the opportunity-specific data will update and affect workflow stages.

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