Managing opportunities for your business can be a daunting task, but we have some exciting new functionality that simplifies this for you. You can now perform bulk actions directly from the Opportunities Kanban/Card view, making it easier than ever to manage your leads efficiently!
đź“Ś Why This Matters
Having the ability to manage multiple opportunities at once without switching views can save you precious time and reduce frustration. This streamlined process allows for better organization and ensures that you can focus on growing your business.
✨ What’s New
- Bulk Card Selection: Easily select multiple opportunity cards right in the Card view using convenient checkboxes.
- Select All on Page: For those with over 20 opportunities, a “Select All on Page” button allows you to quickly select every visible card in one click.
- Interaction Lock During Selection: While in selection mode, cards will be locked from dragging or opening to ensure you avoid any accidental changes.
🛠️ How to Use It
- Step 1: Navigate to the Opportunities section and choose your preferred Pipeline.
- Step 2: Switch to the Kanban/Card view and click the checkbox on any opportunity card to enter selection mode. From here, you can select more cards, or if you have over 20, use the “Select All on Page” option.
đź’ˇ Pro Tip
Utilize the bulk actions feature to streamline your workflow and keep your opportunities organized for maximum efficiency.
