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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. 2025-12-29_11-02-22

 

⚙️Steps

Ensure you are viewing deals in "List" mode where deal checkboxes are visible.
  1. Select multiple deals using the checkbox2025-12-29_11-09-40
  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
  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. 

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