Is There a Way to Keep Track of Opportunities I Remove From my List in Personalization?

Yes! You can reject opportunities while personalizing. First, you must have Approval Workflow enabled. In the Personalization step of the workflow, you’ll see an option labeled “Reject”. You are able to reject an opportunity for the following reasons: Couldn’t Find Data, Can’t Find Contact, or This website isn’t relevant. You also have the option to delete the opportunity altogether.


When you reject an opportunity, that opportunity will appear in your compose with the reason you rejected it.

Was this article helpful?
0 out of 0 found this helpful