Bulk Actions for Opportunities

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 your account > 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.