Add or Modify Opportunity

The "Add or Modify Opportunity" workflow function enables you to either establish a new opportunity or modify an existing one within your chosen pipeline. This action automates the process of updating opportunity statuses triggered by specific workflow events, eliminating the need for manual adjustments to move contacts into new opportunities. 

Edit Action in Pipeline

To modify an action within your pipeline using the workflow, start by selecting the pipeline where you intend to place a contact. 

Select Pipeline Stage

Next, identify and choose the specific stage within the pipeline where the contact should be added. This is done by selecting the relevant stage from a dropdown menu.

Opportunity Name

Enter a name for your Opportunity, which can either be the contact's name or their company name, depending on your preference.

Opportunity Source

Indicate the source of the opportunity, which refers to the origin of the contact's entry into the workflow, such as a phone call, organic lead, Facebook, Google, etc.

Lead Value

Specify the lead value here, which represents the monetary amount associated with the product or service the client is interested in.

Status

Select the status to assign to the contact, such as Open, Won, Lost, or Abandoned.

Allow Opportunity to Move Backward in Pipeline

Enabling the "Allow Opportunity to Move Backward in Pipeline" option permits the contact to revert to any previous stage within the pipeline. This option adds flexibility, allowing users to make adjustments based on the specific circumstances of the opportunity.

Permit Duplicate Opportunities

Alternatively, enabling the "Permit Duplicate Opportunities" feature is beneficial in scenarios where a single contact needs to generate or modify multiple opportunities within the same pipeline. This function allows a new opportunity to be created for a contact already associated with an existing opportunity in the same pipeline, removing the necessity for creating a separate entry for the same contact.