Workflows "Create / Move Opportunity" Step - Manage Opportunities in Pipelines

The “Create / Move Opportunity” step in ClickFunnels workflows allows you to automate the management of opportunities within your sales pipelines. This step can be used to either create a new opportunity or move an existing opportunity to a different stage within a specified pipeline. In this article, you will learn how to configure the “Create / Move Opportunity” step and use it to streamline your opportunity management process in ClickFunnels.

Table of Contents

• Requirements
• Adding the “Create / Move Opportunity” Step to Your Workflow
• Configuring the “Create / Move Opportunity” Step
• Viewing and Managing Opportunities
• Additional Information

Requirements

• An active ClickFunnels account
• A workflow is created
• Access to the Opportunities App in ClickFunnels with at least one pipeline and stage configured

Adding the “Create / Move Opportunity” Step to Your Workflow

1. Open Your Workflow:
   • From your ClickFunnels dashboard, navigate to the Automations » Workflows menu.
   • Open an existing workflow or create a new one.
2. Add the “Create / Move Opportunity” Step:
   • Click on the Plus Icon (+) in your workflow editor.

   • In the right-hand panel, select the “Create / Move Opportunity” option under the “Internal” category.

     

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Configuring the “Create / Move Opportunity” Step

1. Select the Pipeline:
   • Choose the pipeline where you want to create or move the opportunity from the Pipeline drop-down menu.
2. Select the Pipeline Stage:
   • Choose the stage within the selected pipeline where you want the opportunity to be created or moved.
3. Define the Assignment Strategy:
   • Choose the Assignment Strategy for the opportunity. You can select “Assignee to team member” or leave it as “Do not assign” or assign “Round Robin”.
4. Set the Opportunity Details:
   • Fill in the Name field to define the opportunity’s name. You can use merge tags like {{contact.first_name}}, {{contact.last_name}} to dynamically generate names based on the contact’s information.
   • Enter a Deal Value to specify the value of the opportunity. This can be left blank if not applicable.
5. Configure Move Existing Opportunities Option:
   • Toggle the Move existing opportunities option if you want to move an existing opportunity for a contact. If disabled, a new opportunity will be created for each contact.
6. Save the Step:
   • After configuring all settings, click Create Step to add the step to your workflow.

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Viewing and Managing Opportunities

Once the “Create / Move Opportunity” step is executed in a workflow, opportunities can be managed from the Opportunities App. Here’s how to view and manage opportunities:

1. From your ClickFunnels dashboard, go to the Opportunities app.
2. Select the pipeline from the drop-down menu to view the opportunities created or moved by the workflow.

3. You can view, edit, move, or delete opportunities as needed within the pipeline stages.

   

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Additional Information

• Getting Started with ClickFunnels Workflows
• How to Create a Workflow
• How to Edit and Manage a Workflow
• Workflows “Until Triggered” Step - Pause Actions Until Specific Events
• How to Create and Manage Pipelines

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