Find Opportunity
in progress
G
Gian Fabella
Add Find Opportunity as an additional Workflow Action same as Find Contact this action is also essential for cases like if you would like to automate a process of determining in which Pipeline and or Pipeline Stage is the Opportunity sitting at.
Log In
P
Prasoon Dadhich
Sorry for the delay here everyone. We internally released this to test the new action as this has to work with all the new and existing Opportunity actions. We faced few issues and the team is working to resolve these. Along with Find opportunity we are creating 4 new action for opportunities, bifurcating the create/update opportunity into different actions and making changes in the Remove Opportunity action.
Again sorry for the delays here but the team is working on it, we are trying to release it before 15th Feb
F
Frank Obregon
Prasoon Dadhich AWESOME!! Can’t wait to test this out
R
Rich Ribeiro
Prasoon Dadhich Amazing. Thank you for a detailed update
K
Keith Besherse
Prasoon Dadhich, Wonderful! We know how to make do with what we have now.
I, for one, would rather you take a methodical approach to this upgrade especially since it ties to the Company object and Custom Objects too!
I'd love for you to get this right rather than rush something for us to test.
Thanks Again.
D
Dylan Stott
Prasoon Dadhich
Is there going to be a way to "Find the Opportunity" based on the ID and not just the "Latest" or "Earliest" opportunity?
R
Robert Wazlavek
Prasoon Dadhich Thank you for the update. Can you please ensure that for the newly created actions, we can use merge fields throughout? The Update Contact action is broken because you can’t use merge fields to update certain custom field types. (I have created an Idea for this.) I want to make sure this doesn’t happen with the new opportunity actions. I can meet with you to explain if needed.
P
Prasoon Dadhich
Dylan Stott You will be able to add filters and one of the fields in the filter is opportunity ID.
P
Prasoon Dadhich
Robert Wazlavek can you please share the Ideasboard link, will take a look.
R
Robert Wazlavek
I
Ian Molendyk
Can't wait till I don't have to use Pabbly to manage every single pipeline stage change!!
M
Michael Angrave
This would be really helpful
K
Kris Zizzo
Let's go dev team. This is so important for contacts with multiple opportunities in the same pipeline moving through a process.
Agent showing multiple homes to the same buyer.
Contractor with multiple jobs with the same owner.
This will save us HUNDREDS of hours in setup and issues we are resolving.
O
Oliver Martin
Needed for a workflow!
A
Arcangelo Bianco
I want it
K
Kalib Geiger
Need this!!
R
Robert Wazlavek
Can we get an update on this please?
R
Robert Wazlavek
Prasoon Dadhich
D
Dany JuegatuJuego 💙
When release?
F
Fernando Cervantes
Any update on this?
Load More
→