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Workflow Action: Remove Opportunity

Overview​

The Remove Opportunity action in Stack is designed to help you maintain a clean and organized sales pipeline by allowing you to delete opportunities that are no longer relevant. This action offers flexibility in choosing which opportunities to remove:

  • The opportunity that triggered the workflow
  • An opportunity identified in a previous Find Opportunity step
  • All opportunities linked to a contact

This feature empowers you to manage opportunities with precision in your sales workflows.

Action Name​

Remove Opportunity

Action Description​

When executed, the Remove Opportunity action deletes the specified opportunity or opportunities. You can choose to remove:

  • The opportunity that initiated the workflow
  • An opportunity found through a Find Opportunity step
  • All opportunities associated with a contact in a specific pipeline

Once an opportunity is removed, it is no longer visible, so use this action with care.

Action Details​

Value Name and Description​

  • Action Name: Assign a unique label to this step in your workflow (e.g., "Remove Opportunity"). This is mandatory.

  • Opportunity to Be Removed: Specify which opportunity or opportunities to remove. Options include:

    • All opportunities in a specified pipeline
    • The opportunity that triggered this workflow
    • An opportunity found via a preceding Find Opportunity step

  • Pipeline (if removing all): If you opt to remove all opportunities, you must specify the pipeline from which these opportunities will be removed. This is mandatory only if removing all.

Important: Once an opportunity is removed, it can be restored within a maximum of 2 months. If you select "All opportunities linked to the contact," every opportunity associated with that contact is removed from the system.

Example​

If a contact decides not to proceed with a business deal or a project is canceled, use this action to automatically remove their opportunity from the pipeline. This ensures your pipeline reflects only active opportunities.

Suggested Triggers​

Consider pairing the Remove Opportunity action with these triggers:

  • Tag Added: Automatically remove an opportunity when a tag indicating disinterest or project cancellation is added to the contact.
  • Form Submission: Use this trigger to remove an opportunity if a customer submits a form indicating they are no longer interested.
  • Appointment Cancelled: Automatically remove the opportunity if a key appointment related to it is canceled.
  • Opportunity Status Change: Trigger this action to remove an opportunity if its status is changed to "Lost."

Additional Notes​

Utilize this action to ensure your pipelines remain free from irrelevant or outdated opportunities. Remember, once an opportunity is removed, it can be recovered within a maximum of 2 months, but only individually, not in bulk. Use this feature thoughtfully to maintain an efficient workflow.