Bulk Actions for Opportunities
A
Alex Sladman
Ability to do bulk actions on opportunities, same way we can with contacts.
- Bulk assign opportunities to team member
- Bulk delete opportunities
- Bulk move opportunities to stage/pipeline
- Bulk add to automation
- Bulk edit a certain field
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P
Pallavi Kothari
Hi Everyone
You can use bulk edit opportunities to bulk assign to a team member, move to a stage/pipeline or edit a certain field.
Bulk delete is also now live
We will soon work on adding "Bulk add to automation" too
Thanks for the feedback
S
Sales & Marketing
Merged in a post:
Bulk delete multiple opportunities from pipeline
G
Gabriel Barros
R
Rodrigo Campos
Hard to believe that this is not yet possible. Such an important feature to improve workflow that is native to all other CRMs with deal/opportunity management
B
Brayden Fielding
Why isn't this an option yet??
K
Katie Kalina
It would also be helpful to be able to mark lost reasons for bulk opportunities.
B
Brayden Fielding
Katie KalinaI believe you can do this!
K
Katie Kalina
Brayden Fielding - Thanks, Brayden! Yes, I can mark them lost as a bulk action, but I cannot specify the lost reason. I should have been more specific :)
V
Vicky Gardner
I have a new staff member and I am trying to bulk add them to all the opportunities in 2 pipelines, as they will be managing just the clients in those two and this cannot be done!
I have another new staff member who will be managing a different 3 pipelines and need to do the same bulk action that does not exist!
D
Dillan Ruthenberg
bulk delete is NEEDED
V
Vivien Roggero
Really need this for some of my clients that have massive pipelines.
K
Keith Brandenburg
I just tried and was surprised to find that I cannot add opportunities to an automation. What in the world? I would think this would be added a long time ago.
K
Kaylee Margison - PEB
Yes this is important! I just imported thousands of leads from our old CRM but there is no way to bulk update their owner or the other bulk updates
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