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Managing Multiple Opportunities in Stack Workflows

Overview​

In Stack, workflows traditionally handle only the most recent opportunity linked to a contact. However, with the "Allow Multiple Opportunity" feature, you can now manage multiple opportunities for a single contact more effectively. This feature ensures that each contact-opportunity pair executes its own workflow, enhancing precision in opportunity management.

Setting Name​

Allow Multiple Opportunity

Setting Description​

When the "Allow Multiple Opportunity" toggle is activated:

  • Each opportunity linked to a contact will enter the workflow as a separate execution.
  • Updates to an opportunity won't restart the workflow. Instead, the workflow continues from its current stage, using the updated opportunity values.

How to Configure​

To enable the "Allow Multiple Opportunity" feature in your workflow:

  1. Access Workflow Settings:

    • Navigate to the workflow settings page within Stack.

  2. Locate the Toggle:

    • Find the "Allow Multiple Opportunity" toggle at the top of the settings, near the "Allow Re-entry" option.

  3. Enable the Feature:

    • Switch the "Allow Multiple Opportunity" toggle to "ON".

  4. Save Your Changes:

    • Ensure you save the settings to activate the feature.

Example​

Imagine you are a real estate agent working with a client interested in two properties. You have a contact, "John Doe," with two opportunities: "1 Madison Avenue" and "2 Nice Street."

You have a workflow that triggers whenever an opportunity is updated and sends a reminder SMS to the contact two days later.

  • If "Allow Multiple Opportunity" is OFF:

    • When "1 Madison Avenue" is updated on 1/1/2024 at 8 AM, an SMS is sent to John Doe.
    • If "2 Nice Street" is updated on 1/1/2024 at 12 PM, subsequent actions are skipped.

  • If "Allow Multiple Opportunity" is ON:

    • When "1 Madison Avenue" is updated on 1/1/2024 at 8 AM, an SMS is sent to John Doe.
    • When "2 Nice Street" is updated on 1/1/2024 at 12 PM, another SMS is sent to John Doe.

This ensures both opportunities are managed independently within the system.