Add/Update Opportunity

This action creates or updates an Opportunity within the Pipeline that you select.

Edit Action

In Pipeline

Select the pipeline you want to add the contact to in the workflow. Click here to learn how to create a pipeline.

In Pipeline Stage

Choose the stage you want to add the contact to in the pipeline selected.

Opportunity Name

This is the name or company name of the contact.

Opportunity Source

This is the source at which the contact entered the workflow.

Lead Value

Type in the lead value here.

Status

Choose the status you want to add the contact to, either; Open, won, lost, or abandoned.

Allow Opportunity to Move to Any Previous Stage In Pipeline

By toggling this on, it allows contact to move to any previous stage in the pipeline.

Allow Duplicate Opportunities

By toggling this on, a contact can be duplicated within a pipeline.