Mass Update Multiple Opportunity Records

Tags: Opportunity

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


  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