Bulk Edit Deal Fields

Make changes to deal fields in bulk from any list view.

💡Things to Consider

Deals can only be multi-selected using the checkboxes when viewing in "List" mode. Grid view and Kanban view do not allow for deals to be selected via checkbox.

list mode

⚙️Steps

Ensure you are viewing deals in "List" mode where deal checkboxes are visible.

Select multiple deals using the checkbox
Select "Update Selected" which will appear when at least one deal has been selected.
Select 'Bulk Edit' from the dropdown menu.
Use the dropdown to select any deal field to be bulk edited.
Once a field has been selected, a value field should appear.
Enter or select a value and select save.