CRM - Deleting opportunities in bulk

You can delete opportunities via automation for many reasons; in this example, we have cold leads and want to archive those leads. But if they have open opportunities, this process becomes unproductive. It is necessary to perform this first automation to delete opportunities at a specific stage. In this case, we will use the segments:

• To learn how to create segments, see this article.

To do this, follow these steps:

1 - Access CRM

2 - Click the automations icon, go to Stage Automations and click + New Automation

3 - Then configure:

• Title: add a name for the automation

• Condition: the lead has an opportunity >> the pipeline, the stage and the status

• YES to Check until served

• Action: Modify the lead's segments (indicate the segment the lead will be added to, and later we will use this segment in the activation of the Automation Flow that will archive the lead).

• Action: Delete opportunity (in this option it is also possible to select to delete the lead, but that is not our case) we execute the action to delete the opportunity first) Save the automation.

The final step is to create an Automation Flow to archive these leads that we added to the segment. For this, follow the following article:

Automation Flow - Archiving Leads in Bulk