How can I Perform Bulk Actions in Opportunities App?

Updated on March 4, 2019 03:33AM by Admin

Once the opportunities are created, there may arise a situation, where you would like to update multiple numbers of opportunities simultaneously. This can be easily done with the help of Bulk Actions.

The available bulk actions are:

  • Update - This lets you bulk update the Opportunity information, Company information and so on. You can also update the Ref App fields.
  • Remove Values - This lets you remove the associated tag values in bulk.
  • Email - This lets you send emails to leads in bulk.
  • Add to Target List - This lets you add multiple opportunities in bulk to the target list.
  • Export - This lets you export the opportunities in bulk.
  • Delete - This lets you delete the opportunities in bulk.

For instance: Consider the scenario, where you would like to update the tags associated with multiple opportunities. So now, instead of manually selecting and updating those records, you can bulk select the opportunities and update the tags instantly.

Steps to Bulk Update the Opportunities

  1. Login and access to the Opportunities App from the Universal Navigation Bar.
  2. Click on “Show All” from the left navigation panel.
    show all
  3. Select the opportunities for which you would like to update the tag.
  4. On selecting multiple opportunities, the “Bulk Action” button gets activated. Now, click on the “Update” -> “Opportunity Information” -> “Tags”.
    update tags
  5. The Bulk Actions Tags popup will be displayed, where select the required tag from the drop-down.
  6. Click on “Update”.
    update
  7. You can now see that the tags are updated for those selected opportunities successfully as shown below:
    premium pack

Steps to Remove Tags in Bulk

Besides updating the tags in bulk, one can also remove the associated tags in bulk from the opportunity records. To do so, go through the steps below:

  1. Select the opportunities for which you would like to remove the tag values.
  2. On selecting multiple opportunities, the “Bulk Action” button gets activated. Now, click on the “Remove Values” -> “Tags”.
    remove tags
  3. The Bulk Remove Tags popup will be displayed where select the required tag from the drop-down.
  4. Click on “Remove”.
    remove tag
  5. You can now see that the tags are removed from those selected opportunities successfully as shown below:
    removed tag

Related Links