Enhancement - Remove Opportunity Action, Choose Pipeline Stage
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Robert Wazlavek
Please give us the ability to choose a specific pipeline stage within the Remove Opportunity action.
I don't want to remove any or all opportunities in the pipeline. That's too broad, and not super helpful. I want to be able to setup a workflow with specific triggers and conditions to remove an opportunity in a specific stage in the pipeline, if that opportunity exists in that stage.
If there's an opportunity in the pipeline, but in a different stage, then it should remain unaffected.
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D
Divyam Bhadoria
Merged in a post:
Remove from Pipeline STAGE
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Antigone Klima
USE CASE: Contacts can be in a pipeline multiple times. So let's say they're in one column for one offer, and in another column for a different offer.
THE ASK: When using a workflow to remove folks from a pipeline, and the pipeline allows clients to be in there multiple times, give the workflow the option to select which stage to remove them from.
WHY: When they move through the pipeline for the first offer, and the workflow removes them from the pipeline, it removes ALL instances, not just the instance for this particular offer.
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Jenny Hobbs
Would be a massive help. We have an enquired stage for the main contact, who could then make multiple bookings when they move to the booked stage, so we need to allow duplicate opportunities but also want to remove them from the enquired stage when done. At present we have to handle this with separate pipelines, but would love to have this in one place.
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DELETE USER
this will definitely solve the multiple opportunities per contact use case - AND also once the opportunity tags come into play i and the "goal event" action can be tailored to opportunity based