📒 Bulk Actions for Opportunities

Bulk Edit Opportunities

Bulk Edit Opportunities feature is designed to streamline your workflow by allowing you to update multiple fields across multiple opportunities simultaneously.

This feature only works in conjunction with the List View for Opportunities.

Step 1: Navigate to Opportunities > List View.

Step 2: Select Opportunities

Choose multiple opportunities that you wish to edit and click on the Edit button at the top.

Step 3: Update Fields

Select the fields you want to update and enter the new information

Step 4: Apply Updates

Click on Confirm to apply your changes.

Step 5: Monitor Progress

Head over to the Bulk Actions page to monitor the progress, review successes, and identify any errors.