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
- Go to CRM > Opportunities in the main navigation menu.
- Search for the records you would like to update.
- Click on the Actions drop-down and select Quick Edit Opportunities.
- Update the opportunity title, next action date, and/or stage.
- Click the Save button to apply the updates.