Removing Batch Contacts from Opportunity Pipelines

Source One Software

  1. Go to the Contacts section and use advanced filters to select the desired pipeline, such as ‘After School Program Leads’.

  2. Click the button to select all contacts in the filtered list, ensuring you have the correct number of people selected.

  3. Trigger the automation by adding a tag to remove the selected contacts from all pipelines. Use the ‘Delete from all opportunity pipelines’ tag.

  4. For removing contacts specifically from the Summer Camp Enrollment Pipeline, use the ‘Remove from summer camp enrollment pipeline’ tag.

  5. To create a custom workflow for a specialty pipeline, search for the ‘Pipeline’ folder, duplicate it if necessary, and adjust the workflow to fit your specific needs.

  6. Ensure the tag ‘delete from all opportunity pipelines’ triggers the action to remove contacts from the selected pipeline.

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