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Closed Opportunities in Your Workflow

Including closed opportunities in your workflow allows you to add a workflow icon that will light up when an opportunity is closed.

To view a list of all workflow customization options, please view this article.

Closed Opportunities

Including [Closed] in your workflow system settings for opportunities will add an icon on your opportunity records that is triggered when the opportunity is closed.

  • If the record that your opportunity is converted to is deleted, the workflow icon will remain lit up.

[Closed] is available for the following entity:

  • Opportunities - Using the opportunityWorkflowSteps system setting.

In System Settings

On Records