We are excited to introduce the new Bulk Edit Opportunities feature, designed to streamline your workflow by allowing you to update multiple opportunities simultaneously.

This feature is currently live on Labs > Bulk Edit Opportunities

What’s Included?

• 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.

How to Use:

Enable List View: Ensure that the List View for Opportunities is enabled from Labs.

Access List View: Navigate to Opportunities > List View.

Select Opportunities: Choose multiple opportunities that you wish to edit and click on the Edit button at the top.

Update Fields: Select the fields you want to update and enter the new information.

Apply Updates: Click on Confirm to apply your changes.

Monitor Progress: Head over to the Bulk Actions page to monitor the progress, review successes, and identify any errors.

Please Note: This feature is only available in the List View, which must be enabled from Labs.