Quickly Edit 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

  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.