We are excited to introduce the new Bulk Edit Opportunities feature, designed to streamline your workflow by allowing you to update multiple opportunities simultaneously.
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.
Go to Opportunities
Select a Pipeline
Use the List View
Click the top box to select all opportunities
Click Edit
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