Overview

The Bulk Actions feature in Scalendo's Opportunities allows users to "select and manage multiple opportunity cards at once, directly within the visual Kanban interface."

Key Benefits

• Faster Workflow: Update multiple opportunities from the Kanban/Card view
• No View Switching: Perform bulk actions without moving to List view
• Select All Option: Choose all cards on the current page when viewing 20+ opportunities
• Error Prevention: Disables card drag-and-drop during selection mode
• Better Accessibility: Enables all users to manage pipelines in their preferred view
• Streamlined Management: Make high-volume updates quickly

How to Use Bulk Actions

Step 1: Access Opportunities Tab

Navigate to the Opportunities tab from the left-hand menu to access the card view.

Step 2: Select a Pipeline

Use the dropdown menu at the top to filter opportunities to a specific pipeline.

Step 3: Choose View Mode

Toggle between Cards view (visual scanning) and List view (high-volume management).

Step 4: Select Multiple Opportunities

Hover over opportunities and click the checkbox that appears at the top right corner of each card.

Step 5: Click Edit

After selecting opportunities, an Edit button appears at the top of the screen.