The Update Opportunity action lets you modify key details of an existing opportunity. Whether you need to update the name, value, pipeline stage, or status, it handles the changes automatically, with no manual work needed.

Action Notes

  • With this action, you can modify opportunity details and keep your pipeline up to date.
  • This action is useful for updating an opportunity's status or moving it to a different stage after a lead takes action. It also makes it straightforward to move opportunities between pipelines when they need to be reassigned.

To use this workflow action, go to Automation > Workflows in your CRM and open an existing workflow or create a new one.

Start by selecting a Trigger to determine when the update should occur.

Then, click on the "+" icon to add an action, and search for and select Update Opportunity from the list.

Allow Opportunity

This option lets you move an opportunity to a different stage in the pipeline as needed. When toggled on, the opportunity will move to the selected stage even if that stage comes before its current one. This is handy if a lead needs to be revisited or moved back to an earlier step in the sales process.

Duplicate Opportunity

This option follows a global rule for handling duplicates. Click Duplicate Opportunity and you'll be taken to Opportunity settings. From there, find the Allow Multiple Opportunities for Contact option and toggle it on or off as needed.

This ensures your system manages duplicate opportunities consistently.

Add Field

Select the Add Field option to filter by opportunity name, value, source, pipeline stage, pipeline, and more.

Fields

In the dropdown, you'll find all the fields you can modify with this action.

  • Pipeline: Choose the pipeline where the opportunity should be updated. This must be selected first to ensure accurate pipeline stage options.

  • Opportunity Name: Here, you can modify the name of the opportunity using Custom Fields.

  • Pipeline Stage: Adjust the stage of the opportunity within the pipeline. Since the pipeline stage depends on the selected pipeline, ensure the Pipeline field is added first.

  • Opportunity Value: Update the monetary value assigned to the opportunity.

  • Status: Change the opportunity's status (e.g., Open, Closed, Won, Lost).

  • Opportunity Source: Specify the lead source for tracking purposes.

  • Lost Reason: If the opportunity is marked as lost, provide a reason. You must add both the Status and Lost fields before specifying a Lost Reason.

Once you've configured everything, save the action and publish the workflow to apply the changes automatically.

Using the Update Opportunity action keeps your pipeline organised, reduces manual work, and ensures your opportunities always reflect their most up-to-date status.