How Do I Move Opportunity Back to Personalize

In order to be able to move opportunities back to Personalize, you'll want to turn on the Approval Workflow setting for your campaign.

With Approval Workflow turned on:

  • When in Compose, select the opportunity (or multiple opportunities) you would like to move.
  • Click the 'Reject' button. Optional: Leave a note for why it's being rejected
  • After completing the reject prompt, your opportunities will be waiting in the Personalize stage