This action creates or updates an Opportunity within the Pipeline that you select.
In Pipeline
Select the pipeline you want to add the contact in the workflow.
In Pipeline Stage
Choose the stage you want to add the contact to in the pipeline selected.
Opportunity Name
This is the name/company’s name of the contact.
Opportunity Source
This is the source at which the contact entered the workflow.
Lead Value
Type in the lead value.
Status
Choose the status you want to add the contact to, either; Open, won, lost, or abandoned.
Allow Opportunity to Move to Any Previous Stage In Pipeline
By toggling this on, it allows contact to move to any previous stage in the pipeline.
