CRM
List opportunities
Lists opportunities with filters by pipeline, stage, status, owner, contact, source and amount.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Domain | crm |
| Group in the editor | CRM › Opportunities |
| Runs as | The owner of the workflow, with their permissions |
| Permission | View access to CRM. Administrators always pass; a module outside the plan blocks everyone. |
| Add-on | CRM |
| Destructive | Not declared |
Inputs
Filter by one or more pipelines. Accepts up to 50 values and returns whatever matches any of them.
Filter by one or more stages within the pipeline.
Limits: advanced
Available options: open, won, lost, all
Filter by one or more statuses. Accepts up to 50 values and returns whatever matches any of them.
Available options: open, won, lost, all
Filter by one or more owners (staff ID). Accepts up to 50 values and returns whatever matches any of them.
Limits: advanced
Filter by one or more contacts. Accepts up to 50 values and returns whatever matches any of them.
Limits: advanced
Limits: advanced
Filter by one or more companies. Accepts up to 50 values and returns whatever matches any of them.
Limits: advanced
Available options: inbound_email, website_form, referral, cold_outreach, event, social, existing_customer, partner, other
Limits: advanced
Filter by one or more source channels. Accepts up to 50 values and returns whatever matches any of them.
Available options: inbound_email, website_form, referral, cold_outreach, event, social, existing_customer, partner, other
Limits: advanced
Limits: advanced
Limits: advanced
Limits: advanced
Limits: advanced
Limits: advanced
Limits: advanced
Limits: advanced
Limits: advanced
Limits: advanced
Limits: advanced
Limits: min 1, max 500
Outputs
Show child attributesHide child attributes
Available options: open, won, lost
Available options: open, won, lost
Available options: inbound_email, website_form, referral, cold_outreach, event, social, existing_customer, partner, other
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