# Workflow Action - Remove Opportunity

> Learn how to use the Remove Opportunity action in GHL Customer Care workflows to clean up your pipeline by automatically deleting outdated or irrelevant ones.

- Source: https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-actions/workflow-action-remove-opportunity
- Section: Workflows / Opportunity Workflow Actions
- Reading time: 1 min
- Images: 4, each explained below

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how to use the "Remove Opportunity" action in GHL Customer Care workflows to keep your pipeline clean by removing outdated or unnecessary opportunities.

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**TABLE OF CONTENTS**

-   [What is Remove Opportunity Action in Workflows?](#what-is-remove-opportunity-action-in-workflows)[](#how-to-use-the-remove-opportunity-action-in-workflows)
-   [How to Use the 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 1: Create a New or Edit an Existing Workflow](#step-1-create-a-new-or-edit-an-existing-workflow)[](#step-2-add-remove-opportunity-action)
    -   [Step 2: Add Remove Opportunity Action](#step-2-add-remove-opportunity-action)[](#related-articles)
-   [Related Articles](#related-articles)

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# **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.

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## **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**.
    
    
![Step 2 of 4: Click on Workflows](https://jumpshare.com/v/Wxb1Etp807fhM5urjh1y+/Screen+Shot+2025-06-05+at+7.49.49+PM.png)

**Step 2 of 4: Click on Workflows**

This screenshot accompanies step 2 of 4 in the "Step 1: Create a New or Edit an Existing Workflow" section of "Workflow Action - Remove Opportunity". At this point in the walkthrough you click on Workflows. For context, this section explains: Click on Automations from your account. Click on Workflows. Click on the + Create Workflow button to create a new workflow, or Click on the three dots beside an existing workflow and click on Edit Workflow to edit it. The next step is to click on the + Create Workflow button to create a new workflow, or.
- What to click: Click on Workflows.
- Controls: Workflows, Automations, + Create Workflow, three dots, Edit Workflow
- Next: Click on the + Create Workflow button to create a new workflow, or

Full procedure:

1. Click on Automations from your account.
2. Click on Workflows.  <- this image
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.

    
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 4 of 4: Click on the three dots beside an existing workflow and click on Edit…](https://jumpshare.com/v/nDg3GOLDVnrh4xKSySKh+/Screen+Shot+2025-06-05+at+7.55.56+PM.png)

**Step 4 of 4: Click on the three dots beside an existing workflow and click on Edit…**

This screenshot accompanies step 4 of 4 in the "Step 1: Create a New or Edit an Existing Workflow" section of "Workflow Action - Remove Opportunity". At this point in the walkthrough you click on the three dots beside an existing workflow and click on Edit Workflow to edit it.
- What to click: Click on the three dots beside an existing workflow and click on Edit Workflow to edit it.
- Controls: three dots, Edit Workflow, Automations, Workflows, + Create Workflow

Full procedure:

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.  <- this image

    

### **Step 2:** Add Remove Opportunity Action

1.  Add an Action in the workflow.
2.  Select the **Remove Opportunity** from the action picker window.  
    
    
![Step 2 of 5: Select the Remove Opportunity from the action picker window](https://jumpshare.com/v/6i6ArGhJ2NEgwNpzjpJi+/Screen+Shot+2025-06-05+at+8.04.10+PM.png)

**Step 2 of 5: Select the Remove Opportunity from the action picker window**

This screenshot accompanies step 2 of 5 in the "Step 2: Add Remove Opportunity Action" section of "Workflow Action - Remove Opportunity". At this point in the walkthrough you select the Remove Opportunity from the action picker window. The next step is to choose to either Remove all opportunities for the contact in the pipeline, or.
- What to choose: Select the Remove Opportunity from the action picker window.
- Controls: Remove Opportunity, found in the previous action, Save Action
- Next: Choose to either Remove all opportunities for the contact in the pipeline, or

Full procedure:

1. Add an Action in the workflow.
2. Select the Remove Opportunity from the action picker window.  <- this image
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.

    
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.
    
    
![Step 5 of 5: Click on the Save Action button](https://jumpshare.com/v/ljzMc3zC67DQjdFN2keu+/GIF+Recording+2025-06-05+at+8.09.21+PM.gif)

**Step 5 of 5: Click on the Save Action button**

This animation accompanies step 5 of 5 in the "Step 2: Add Remove Opportunity Action" section of "Workflow Action - Remove Opportunity". At this point in the walkthrough you click on the Save Action button. For context, this section explains: Add an Action in the workflow. Select the Remove Opportunity from the action picker window. Choose to either Remove all opportunities for the contact in the pipeline, or Remove only the opportunity that triggered the workflow or was found in the previous action. Click on the Save Action button.
- How to confirm: Click on the Save Action button.
- Controls: Save Action, Remove Opportunity, found in the previous action

Full procedure:

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.  <- this image

    
      
    

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

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## **Related Articles**

-   **[](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/step-by-step-guide-to-creating-opportunities)**[](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/step-by-step-guide-to-creating-opportunities)[Step-by-Step Guide: Creating Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/step-by-step-guide-to-creating-opportunities)
-   [Editing Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/editing-opportunities)
-   [Workflow Trigger - Opportunity Created](https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-triggers/workflow-trigger-opportunity-created)
-   [Automating Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/opportunities-module-interactions/automating-opportunities)
-   [Workflow Action - Update Opportunity](https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-actions/workflow-action-update-opportunity)

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com