Opportunities and other modules
Connect opportunities to automations, forms and bulk actions.
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- How to create opportunities automatically when someone fills in a formIn Automation › Workflows, create a workflow with the Form submitted trigger and the Create/Update opportunity action, choose the pipeline and stage, then save and publish. Everyone who fills in the form is added to the pipeline automatically.
- How to edit several opportunities at onceIn Opportunities, tick the checkbox on the cards (or on the rows, in list view), click Edit, choose the fields to change, such as stage, status or owner, and click Save. The change applies to every selected opportunity.