Quickly Edit Multiple Opportunity Records

Introduction

You can use the Quick Edit Opportunities option to update a specific list of Opportunities all at once, instead of one at a time. You can use this option to update the opportunity title, next action date, and stage.

Step-by-Step Instructions

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

  2. Search for the records you would like to update.

  3. Click on the Actions drop-down and select Quick Edit Opportunities.

  4. Update the opportunity title, next action date, and/or stage.

  5. Click the Save button to apply the updates.