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Bulk Edit Deal Fields

Make changes to deal fields in bulk from any deal view displayed as a List or Kanban format.

💡Things to Consider

Deals can only be multi-selected using the checkboxes when viewing in "List" or "Kanban". Grid View is not currently supported. list-kanban-views

 

⚙️Steps

Ensure you are viewing deals in "List" mode where deal checkboxes are visible.
  1. Select multiple deals using the checkboxbulk-select-list-kanban
  2. Select "Update Selected" which will appear when at least one deal has been selected. 
  3. Select 'Bulk Edit' from the dropdown menu.bulk-edit-steps
  4. Use the dropdown to select any deal field to be bulk edited.select field-1
  5. Once a field has been selected, a value field should appear.add value
  6. Enter or select a value and select save.