How do I Bulk Update the Opportunity Records?

Updated on December 28, 2020 06:10AM by Admin

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.
Bulk Actions

  • Let’s say we want to update an Assigned To column. Select Assigned To From the drop-down menu.
Assigned To

  • 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. 
Search and select

  • The selected employees will get added to the Assigned To.
  • Then click on the Update button, to complete.

  • Opportunities will get updated.
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