Bulk Edit Opportunity
Bulk edit enables users to modify and remove multiple records.It streamlines the editing process and enhances productivity, offering to manage and update data in larger quantities within the system.
Last updated
Bulk edit enables users to modify and remove multiple records.It streamlines the editing process and enhances productivity, offering to manage and update data in larger quantities within the system.
Last updated
Go to Sales and click on Opportunity
In the opportunity, opportunity click on the list view
In the list view select the records that you would like to edit in bulk. If you would like to edit the assigned to member, select the records.
As you select the records edit and delete buttons will be enabled
Click on the Edit button
Select the value in the pop-up and click on the + button
Select the assigned to member and click on save
New assigned to member will be changed for the selected records
Go to Sales and click on Opportunity
In the opportunity click on the list view
In the list view, select the records that you would like to delete in bulk.
As you select the records edit and delete buttons will be enabled
Click on Delete button
Give your confirmation in the pop-up and the records will be deleted
