Add/Update Opportunity
Last updated
Last updated
This action creates or updates an Opportunity within the Pipeline that you select.
Choose the stage you want to add the contact to in the pipeline selected.
This is the name or company name of the contact.
This is the source at which the contact entered the workflow.
Type in the lead value here.
Choose the status you want to add the contact to, either; Open, won, lost, or abandoned.
By toggling this on, it allows contact to move to any previous stage in the pipeline.
By toggling this on, a contact can be duplicated within a pipeline.
Select the pipeline you want to add the contact to in the workflow.
