We are excited to introduce the new Bulk Edit Opportunities feature, designed to streamline your workflow by allowing you to update multiple opportunities simultaneously.
This feature is currently live on Sub-Accounts > Labs > Bulk Edit Opportunities
What’s Included
– Bulk Selection: Users can now select multiple opportunities at once, either individually or by selecting all.
– Multi-Field Updates: Update and clear various fields, including standard fields like Pipeline Name, Stage, or Owner, as well as custom fields, across multiple opportunities in just a few steps.
– Pipeline Management: Seamlessly move opportunities between pipelines without worrying about copying or losing information.
– Bulk Action Monitoring: Track the progress of your bulk edits on the Bulk Actions page, where you can view success rates and any errors that may occur.
How to Use?
Enable List View: Ensure that the ListView for Opportunities is enabled from Labs.
Access List View: Navigate to Opportunities > List View.
Select Opportunities: Choose multiple opportunities you wish to edit and click the Edit button at the top.
Update Fields: Select the fields you want to update and enter the new information.
Apply Updates: Click on Confirm to apply your changes.
Monitor Progress: Head over to the Bulk Actions page to monitor the progress, review successes, and identify any errors.
Please Note: This feature is only available in the List View, which must be enabled from Labs.