Bulk Edit Opportunities

Modified on: Thu, 24 Oct, 2024 at 9:20 AM

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

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.