Keep Teammates in the Loop with Opportunity Follower Actions

Followers get visibility into a deal without owning it. Add Follower(s) to Opportunity and Remove Followers from Opportunity manage that list automatically.

Add Follower(s) to Opportunity

• Followers: choose one or more users.
• Users already following, or already the owner, are not added twice.

Example: When a deal above 10,000 is created, find it and add the sales manager and a product specialist as followers.

Remove Followers from Opportunity

• Users: choose who to remove. People who are not followers are ignored.
• Remove All Followers: removes everyone, regardless of the user list.

Example: When a deal reaches Closed, remove the temporary helpers but leave the owner.

Requirements

Both actions need an opportunity in context from an opportunity trigger or an earlier Find Opportunity step. Without one, they are skipped. Only one deal, the earliest or latest as set in Find Opportunity, is changed.

Set up

1. Add a trigger, or a trigger plus Find Opportunity with the filters you need.
2. Click + and choose the follower action.
3. Name it and choose users, or switch on Remove All Followers.
4. Click Save Action and publish.

Good to know: Use follower actions to bring in specialists temporarily, then remove them when the deal closes so notifications stay relevant.