Understanding The Create New Opportunity Toggle

Using the toggle allows users to quickly and easily create new opportunities without navigating through multiple menus. This streamlined process saves time and reduces the potential for errors. Additionally, it enhances user experience by providing a more intuitive interface.

Allow Re-Entry

This setting determines whether a contact can re-enter the workflow once completed or removed. Enabling 'Allow Re-Entry' permits a contact to revisit a workflow, provided they are not currently active.

Allows a single contact to re-enter once it has left this workflow. If the contact attempts to re-enter while still enrolled in this workflow, it will get skipped. 


Please Note:

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Workflows that utilize an appointment or invoice-based input trigger will permit contacts to enter multiple times, irrespective of the state of the "Workflows that utilize an appointment or invoice-based input trigger will permit contacts to enter multiple times, irrespective of the state of the "Allow Re-Entry" setting. Even if "Allow Re-Entry" is not activated, these specific input triggers will override the setting and Allow Re-Entry entries of the same contact after they have gone through the workflow or been removed from it." setting. Even if "Allow Re-Entry" is not activated, these specific input triggers will override the setting and Allow Re-Entry entries of the same contact after they have gone through the workflow or been removed from it.

By turning this on, we will create a new opportunity for the same contact without overwriting the existing one. It was built for people who want to be able to create more than one opportunity per lead in a pipeline.

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