Introducing the New Bulk Edit Opportunities Feature
We are thrilled to present the newly launched Bulk Edit Opportunities feature, specially developed to make your workflow smoother by facilitating the update of multiple opportunities at one go.
Feel free to check this feature out under Subaccounts > Labs > Bulk Edit Opportunities.
Features Included
- Bulk Selection: Users can now choose multiple opportunities all at once, one by one or by selecting everything together.
- Multi-Field Updates: Overhaul and clear various fields, containing regular fields like Pipeline Name, Stage, or Owner, as well as personalised fields, over multiple opportunities in a few simple steps.
- Pipeline Management: Smoothly relocate opportunities between pipelines without facing the fear of replicating or losing data.
- Bulk Action Monitoring: Keep track of the progress of your bulk edits on the Bulk Actions page, where you can check success rates and spot any errors if they occur.
Instructions to Use
- Enable List View: Confirm that the List View for Opportunities is activated from Labs.
- Access List View: Make your way to Opportunities > List View.
- Select Opportunities: Select multiple opportunities that you want to edit and click on the Edit button at the top.
- Update Fields: Select the fields you plan to update and input the new information.
- Apply Updates: Click on Confirm to implement your alterations.
- Monitor Progress: Visit the Bulk Actions page to keep an eye on the progress, assess successes, and find any errors.
Important: This feature is only accessible in the List View, which must be turned on from Labs.