This article explains how to use the "Remove Opportunity" action in HighLevel workflows to keep your pipeline clean by removing outdated or unnecessary opportunities.

TABLE OF CONTENTS

• What is Remove Opportunity Action in Workflows?
• How to Use the Remove Opportunity Action in Workflows
  • Step 1: Create a New or Edit an Existing Workflow
  • Step 2: Add Remove Opportunity Action
• Related Articles

What is Remove Opportunity Action in Workflows?

The "Remove Opportunity" action allows you to delete an opportunity associated with a contact. This action helps keep your pipeline clean by removing opportunities that are no longer relevant. With the latest enhancements, you now have more flexibility in selecting which opportunity to remove:

• All contact opportunities in the selected pipeline.
  
  
• Opportunity found or triggered in this workflow.
  
  

This allows for more precise control over opportunity management in your sales workflows.

How to Use the Remove Opportunity Action in Workflows

Step 1: Create a New or Edit an Existing Workflow

1. Click on Automations from your account.
   
   
2. Click on Workflows.
   
   
   
   
3. Click on the + Create Workflow button to create a new workflow, or
   
   
4. Click on the three dots beside an existing workflow  and click on Edit Workflow to edit it.
   
   
   
   

Step 2: Add Remove Opportunity Action

1. Add an Action in the workflow.
   
   
2. Select the Remove Opportunity from the action picker window.
   
   
   
   
3. Choose to either Remove all opportunities for the contact in the pipeline, or
   
   
4. Remove only the opportunity that triggered the workflow or was found in the previous action.
   
   
5. Click on the Save Action button.
   

   
   

   
   
   
   

Note: Once removed, an opportunity can be recovered within 2 months - but only individually, not in bulk. Use this action with caution.

Related Articles

• Step-by-Step Guide: Creating Opportunities
  
  
• Editing Opportunities
  
  
• Workflow Trigger - Opportunity Created
  
  
• Automating Opportunities
  
  
• Workflow Action - Update Opportunity