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! Please review step 4 of this article to learn more about win/loss requirements. You will need to set the Require Win/Loss Reason? to No
You can mass update the following information for a list of opportunity records:
- 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
- Go to CRM > Opportunities in the main navigation menu
- Search for the opportunity records you want to update
- Click on the Actions button and and select Mass Update Opportunities from the drop-down
- 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.
- Click on the Process Action button to permanently update the opportunities