Opportunities are the second phase of the sales stage. This is the stage that comes when a lead is converted, and it can be converted to an order, once the deal is reached. Bulk Update feature allows you to update the bulk opportunity records with a few mouse clicks.
Steps to Execute Bulk Update
- Log in and access Opportunities App from your universal navigation menu.
- Click on Show All from the left panel.
- Update the bulk opportunities by selecting the Checkbox against the required opportunities.
- Once you select more than one opportunity, Bulk Actions drop-down gets available.
- Click on the Update button to view all possible actions.
- Let’s say we want to update an Assigned To column. Select Assigned To From the drop-down menu.
- Now you can view Bulk Action - Assigned To popup emerges and click on the search icon.
- In the Search and Select popup, you can select the employees/ teams by clicking on the select button.
- The selected employees will get added to the Assigned To.
- Then click on the Update button, to complete.
- Opportunities will get updated.
