Opportunity Workflow Actions

Opportunity Workflow Actions allow you to automate various tasks related to sales opportunities within your Stack system. These actions help streamline your sales process by automatically managing opportunities based on triggers and conditions you define.

Available Actions

• Add Followers to Opportunity: Add users as followers to track opportunity updates
• Add Owner to Opportunity: Assign ownership of an opportunity to a specific user
• Create Opportunity: Automatically generate new sales opportunities
• Create/Update Opportunity: Create a new opportunity or update an existing one
• Find Opportunity: Locate opportunities based on specific criteria
• Remove Followers from Opportunity: Remove users from following an opportunity
• Remove Owner from Opportunity: Clear ownership from an opportunity
• Remove Opportunity: Delete opportunities from the system
• Update Opportunity: Modify existing opportunity details such as stage, value, or close date

Use Cases

• Create new opportunities when leads fill out specific forms
• Update opportunity stages based on contact interactions
• Adjust opportunity values based on product selections
• Set follow-up tasks when opportunities reach specific stages
• Track opportunity progress through automated status updates

Opportunity Workflow Actions help sales teams focus on relationship-building while ensuring consistent opportunity management and accurate sales forecasting.