Modified on: Thu, 24 Oct, 2024 at 9:20 AM
The Bulk Edit Opportunities feature enables users to "update multiple fields across multiple opportunities simultaneously."
Step 1: Navigate to Opportunities > List View
Access the opportunities list view from your main menu.
Step 2: Select Opportunities
Choose multiple opportunities you want to modify and click the Edit button located at the top.
Step 3: Update Fields
"Select the fields you want to update and enter the new information."
Step 4: Apply Updates
Click Confirm to finalize your changes.
Step 5: Monitor Progress
"Head over to the Bulk Actions page to monitor the progress, review successes, and identify any errors."