Bulk Edit Opportunities

Modified on Fri, 6 Sep at 2:12 PM

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

This feature is currently live on Subaccounts > Labs > Bulk Edit Opportunities

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

Step 1: Enable List View of Opportunities in Labs

Ensure that the List View for Opportunities is enabled from Labs.

Step 2: Navigate to Opportunities > List View.

[This is an optional space to add more helpful information like photos, videos, restrictions on user types, instruction or pre-requisites etc]

Step 3: Select Opportunities

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

Step 4: Update Fields

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

Step 5: Apply Updates

Click on Confirm to apply your changes.

Step 6: Monitor Progress

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