Mass Update Multiple Opportunity Records

Introduction

You can mass update the following information for a list of opportunity record s:

  • Opportunity Title
  • Owner (e.g. Sales Rep)
  • Next Action Date
  • Next Action Notes
  • Stage ID
  • Estimated Close Date
  • Include in Forecast
  • Win Reason
  • Loss Reason
  • Projected Revenue High
  • Projected Revenue Low
  • Free Trial Days
  • Pay Plan ID
  • Offer Expires
  • Opportunity Record Custom Fields

 

Step-by-Step Instructions

  1. Go to CRM > Opportunities in the main navigation menu

     

  2. Search for the opportunity records you want to update

     

  3. Click on the Actions button and and select Mass Update Opportunities from the drop-down

     

  4. Mark the checkbox beside the field(s) you need to update, and enter the new value for that field

    Note: The new value will override any existing values for these opportunities.

     

  5. Click on the Process Action button to permanently update the opportunities