Remove Opportunity - CRM Actions

Modified on Fri, 5 Aug, 2022 at 10:44 AM

***In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it***


This action removes an opportunity associated with the contact.



Pipeline

Select a pipeline you want to remove the contact from.


Select the pipeline you would like to remove the opportunity from.



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