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.