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Bulk Edit Deal Fields

Update the status, sales rep, value, forecasted close date, win probability, and lead source for multiple deals at once.

Support Team avatar
Written by Support Team
Updated over a week ago

With this time saver you can update the status or other fields of several deals at once with these simple steps:

  • Filter your deals by stage, amount, sales rep, or any other field of your choosing.

  • Next, select the deals you'd like to update; you can select all by checking the box next to "deal name" or individual deals by checking the box next to the Deal Title.

  • Using the "Actions" drop down menu select "Update Deal Record"

  • A pop-up box will now appear allowing you to edit the Status, Sales Rep, Value, Forecasted Close Date, Win Probability %, and Lead Source for all of the Deals selected

Once you have updated all necessary fields click the "update records" button to save your changes.

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