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.
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