Opportunity Updater
OVERVIEW
Opportunity Updater allows you to create automation related to Opportunities for a contact.
INTEGRATIONS NEEDED FOR OPPORTUNITY UPDATER
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Opportunity Updater is only available on Keap.
Getting Started with Opportunity Updater
First, select which Opportunity you want to configure. You have three options: the most recently updated Opportunity, the most recently created Opportunity, or let me search for the Opportunity.
Next, you have the option to change the stage of the Opportunity. This is not a required option, but available to you nevertheless.
Lastly, decide which fields you would like to update on the Opportunity record, if any. You can copy field values over from the associated Contact record or you can enter your own values.
Next, you have the option to change the stage of the Opportunity. This is not a required option, but available to you nevertheless.
Lastly, decide which fields you would like to update on the Opportunity record, if any. You can copy field values over from the associated Contact record or you can enter your own values.
Opportunity Updater Configuration Options
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Select which Opportunity to update
Here is where you will select which Opportunity to update. You can either choose to work with the most recently created Opportunity, or the most recently updated Opportunity. When an Opportunity is created it is also considered the most recently updated Opportunity.
Update the Opportunity's stage
You have the option to change the stage of an Opportunity. Be default Keap provides five different stages: New Opportunity, Working, Closing, Won, and Lost. You can also create custom stages in your Keap app. When this tool is ran PlusThis will simply update the stage of the Opportunity to what you selected.
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Set a Field on the Opportunity Record
Once again, you have two options. You can copy the field value on the associated Contact record and save it on the Opportunity record, or you can create your value.
1
Copy From Contact Record
Select which Contact field you would like to copy from and which Opportunity field you would like to save to.
2
Enter your own Text
Enter a value that you would like to save on the Opportunity record and select which Opportunity field you would like to save to.
