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Quickly Edit Multiple Opportunity Records

Madsen, Amanda

Please Note!

If you need to update the win or loss stage of a list of opportunities and you are requiring a win or loss reason to be entered by the sales rep, the opportunities will not update! You will need to set the Require Win/Loss Reason? to No

  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.

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