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How to Use the "Remove Opportunity" Action in Your Workflow on LeadDec

Streamline your sales process by learning how to use the "Remove Opportunity" action in your workflow on LeadDec. This article provides a step-by-step guide on setting up this feature, allowing you to automatically remove unwanted or closed opportunities from your pipeline. Ideal for users looking to maintain an organized and efficient sales pipeline by effectively managing their opportunities.

1. Begin by selecting the 'Automation' section.

1 Click on "automation".

2. Next, proceed by clicking 'Create Workflow'.

2 Click on "Create Workflow".

3. Then, choose 'Start from Scratch' to initialize.

3 Afterwards, click on "Start from Scratch".

4. Now, add a trigger to kickstart the workflow.

4 Once that's done, click on the element.

5. Continue by adding an action step.

5 After that, click here.

6. Following that, select 'Remove Opportunity'.

This action will remove a contact's opportunity once it is triggered.

6 Following that, click on "Remove Opportunity".

7. Afterwards, choose the pipeline you intend to delete.

The selected pipeline will be removed once the contact triggers the step

7 After, click on "Select".

8. Conclude by clicking 'Save Action'.

8 Now, click on "Save Action".

9. Lastly, ensure to save and publish your workflow when done.

9 Click here.

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