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.

Bulk edit

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

Bulk delete

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