8 docs tagged with "opportunity"

Learn how to use the Close all sales opportunities action to close every open opportunity on an account.

Learn how to use the Close opportunity action to close a specific opportunity on an account.

Learn how to use the Create a sales opportunity action to create a CRM opportunity on an account with pipeline, stage, and custom field configuration.

Learn how to use the Get an opportunity action to retrieve an opportunity and bring it into scope for downstream steps.

Learn how to use the Get open opportunities action to retrieve all open opportunities on an account.

Learn how to use the Query opportunities action to search for opportunities based on filter criteria.

Learn how to use the Reopen opportunity action to return a previously closed opportunity to an active pipeline stage.

Learn how to use the Update opportunity stage action to move an opportunity to a different pipeline stage.