Opportunity Workflow Actions

9 guides covering opportunity workflow actions on the Sparkforge platform.

• Remove Opportunity Action in Sparkforge Workflows The Remove Opportunity action deletes a contact's opportunity from a pipeline. Choose between removing every opportunity for that contact in the selected pipeli
• Update Opportunity Action in Sparkforge Workflows Explained The Update Opportunity action modifies an existing deal in your CRM pipeline — changing stage, value, status, source, or name — based on workflow logic. It need
• Workflow Action - Add Follower(s) to Opportunity Add Follower(s) to Opportunity attaches one or more users to a deal as followers, so they get visibility and updates without becoming the owner. Duplicates are
• Workflow Action - Create Opportunity The Create Opportunity workflow action drops a new opportunity into the pipeline and stage you specify, with full control over name, source, value, and whether
• Workflow Action - Create/Update Opportunity The Create or Update Opportunity action either creates a new opportunity or updates a matching one in your selected pipeline and stage. It is being deprecated f
• Workflow Action - Find Opportunity Use the Find Opportunity workflow action to locate an existing opportunity tied to the workflow contact. Filter by any opportunity field, return the earliest or
• Workflow Action - Remove Followers from Opportunity Remove Follower(s) From Opportunity drops named users from a deal's follower list, or clears every follower at once via the Remove All toggle. It needs an oppor
• Workflow Action - Remove Owner from Opportunity Remove Owner from Opportunity unassigns the current owner of a deal, leaving it ownerless until something else assigns it. It needs an opportunity in context —
• Workflow Action: Add Owner to Opportunity in Sparkforge The Add Owner to Opportunity action assigns a selected user as the owner of an existing deal. You can optionally restrict it to unassigned opportunities so it n