The Remove Opportunity Workflow Action will allow you to create a workflow that will automatically remove an opportunity from a selected pipeline for any contacts that get added to a workflow. This article will give an overview of how to create a workflow using the Remove Opportunity Workflow Action.
Step 1: Start a new workflow or edit an existing one
Step 2: Set up applicable Workflow Trigger(s). We have multiple articles available to explain the setup of each of the Workflow Triggers. Feel free to review our articles on these for more information on setting these up.
Pro Tip: You can use any Workflow Triggers to trigger the Remove Opportunity Workflow Action or you can leave this workflow without any triggers.
Step 3: Setting up the Remove Opportunity Workflow Action
Click on the “+” symbol below the trigger to add an action.
Under Actions, select Remove Opportunity in the CRM section of the Actions Menu or use the search feature. Upon selection, the Action setup menu will appear
(Optional) You can change the workflow builder display name of this action using the textbox below Action Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Action.
Under Pipeline select the pipeline that you want this workflow to remove opportunities from
Press Save in the bottom right corner of the Action setup menu