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use the Remove Opportunity action in GHL Customer Care workflows to clean up your pipeline by automatically deleting outdated or irrelevant ones.

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  1. How to Use the Remove Opportunity Action in Workflows
  2. Step 1: Create a New or Edit an Existing Workflow
  3. Step 2: Add Remove Opportunity Action
  4. Related Articles

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how to use the "Remove Opportunity" action in GHL Customer Care workflows to keep your pipeline clean by removing outdated or unnecessary opportunities.

TABLE OF CONTENTS

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.
    Step 2 of 4: Click on Workflows What this shows Step 2 of 4: Click on Workflows. What this shows Shows what to click for step 2 of 4 in the "Step 1: Create a New or Edit an Existing Workflow" section of "Workflow Action - Remove Opportunity". 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. Step 2 of 4Image 1 of 4 What to clickClick on Workflows.
    Buttons and menus referenced WorkflowsAutomations+ Create Workflowthree dotsEdit Workflow
    Next stepClick on the + Create Workflow button to create a new workflow, or
    All 4 steps in this 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… What this shows Step 4 of 4: Click on the three dots beside an existing workflow and click on Edit Workflow to edit it. What this shows Shows what to click for step 4 of 4 in the "Step 1: Create a New or Edit an Existing Workflow" section of "Workflow Action - Remove Opportunity". 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. Step 4 of 4Image 2 of 4 What to clickClick on the three dots beside an existing workflow and click on Edit Workflow to edit it.
    Buttons and menus referenced three dotsEdit WorkflowAutomationsWorkflows+ Create Workflow
    All 4 steps in this 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 What this shows Step 2 of 5: Select the Remove Opportunity from the action picker window. What this shows Shows what to choose for step 2 of 5 in the "Step 2: Add Remove Opportunity Action" section of "Workflow Action - Remove Opportunity". 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. Step 2 of 5Image 3 of 4 What to chooseSelect the Remove Opportunity from the action picker window.
    Buttons and menus referenced Remove Opportunityfound in the previous actionSave Action
    Next stepChoose to either Remove all opportunities for the contact in the pipeline, or
    All 5 steps in this 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 What this shows Step 5 of 5: Click on the Save Action button. What this shows Shows how to confirm for step 5 of 5 in the "Step 2: Add Remove Opportunity Action" section of "Workflow Action - Remove Opportunity". 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. Step 5 of 5Image 4 of 4 How to confirmClick on the Save Action button.
    Buttons and menus referenced Save ActionRemove Opportunityfound in the previous action
    All 5 steps in this 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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