Bulk move opportunities to a selected pipeline stage
J
James Crook
After we finish a campaign I want to be able to move all the related opportunities to a different stage in the pipeline but right now I have to click to each one, click a dropdown, save, close (or drag each one individually which is also difficult when the pipeline has many stages)
I would like to be able to select opportunities in bulk with a checkbox, similar to how contacts are selected in the contact page. Then do a bulk action to move the opportunities to a given pipeline stage.
I know the contacts bulk action can change pipeline stuff but it's really tricky to sort that list to be the people with the opportunities I want to edit, and often leads have more than one opportunity or are present in more than one pipeline.
So I want to be able to bulk edit from the opportunities screen.
Other bulk actions would also be great, like changing status, deleting, changing owner etc.
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S
Sales & Marketing
Merged in a post:
Select All Leads in [X] Stage
A
Ammar Sazali
I would like to suggest a small improvement on the Pipeline / Opportunity page.
Currently, the “Select All” option selects leads from all stages in the pipeline. It would be very helpful if there was an option to “Select All Leads in [X] Stage” so users can perform bulk actions only for leads within the current stage.
This would make pipeline management much easier when handling many leads.
P
Pallavi Kothari
Merged in a post:
Select Opportunities by Stage
F
Felipe da Power
We should have a checkbox to select all opportunities within a specific pipeline stage — not just a “select all” for every stage. Follow image below!
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A
Ammar Sazali
Thanks for the new updates! It solves now.