Standard Triggers - Opportunity Changed

The "Opportunity Changed" workflow trigger runs when the opportunity gets changed.

Here are the steps to set up a workflow trigger for when an opportunity changes in a specific pipeline:

  1. Click on the "Add New Trigger"
  2. Select "Opportunity Changed" from the menu
  3. Click on "Add Filter" in the workflow trigger settings.

    Select the pipeline where the opportunity is located (e.g., "Buy Now Product Pipeline").

    Specify the criteria for the trigger:

    • Status is "Open"
    • Stage has changed
    • Lead value is less than or equal to $100
  4. Filter for the opportunity change in the specified pipeline.
  5. Test the workflow trigger after setting it up to confirm that it functions as intended.