'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.

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Requirements

• An active ClickFunnels account

• A workflow created in your workspace

• The Opportunities app added to your workspace

• At least one pipeline and stage configured in the Opportunities app

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

1. Navigate to the Automations app and select Workflows.

2. Open an existing workflow or create a new one.

3. Click on the Plus Icon (+) in your workflow editor.

4. Select the Create/Move Opportunity step 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.