In this video, I demonstrate how to efficiently remove multiple contacts or a single contact from an opportunity. To utilize this workflow, simply select the specific opportunity within the workflow and add contacts to the remove opportunity workflow to where contacts can be swiftly removed in bulk. Various filtering options such as smart lists, tags, and pipelines are explained to streamline the process.
The objective of this video is to guide users on how to efficiently remove a contact(s) from an opportunity.
Removing Contacts from an opportunity
Accessing the Utility Workflow
Navigate to the utility workflow.
Locate and select the "remove opportunity" workflow.
Selecting Opportunity To Remove From The Contact(s)
Click on the remove opportunity event.
Choose the specific opportunity from which contacts need to be removed.
Save the selection.
Filtering Contacts
Return to contacts and select the list or smart list.
Apply filters based on pipeline stage, opportunity, tags or other criteria.
Filtering Out Contacts
Use tags and different criteria to filter out contacts efficiently.
Ensure that lists are well-organized with dates and tags for easier filtering.
Bulk Removal of Contacts
Select the group of contacts to remove.
Add them to the automation and choose the "remove from opportunity" workflow.
Individual Contact Removal
For individual contact removal, navigate to the contact's profile.
Scroll down to find the opportunity section and click on the delete button.
Confirm the deletion to move the contact out of the opportunity.
Workflow Summary
The workflow allows for bulk removal of contacts from opportunities efficiently.
Individual contact removal can also be done easily through the contact's profile.