Add 'Bulk' Winning / Losing Deals

Nancy Vamvakas
Nancy Vamvakas Member Posts: 30
First Comment

From time to time we can get a trifle tardy.   Deals that have been won can accumulate and, short of import/export data manipulation, there does not seem to be a way to bulk 'win' (or lose) deals. 

In list view I can use a filter to select deals and perform some bulk edit functions on deals.  ...   eg; 'Send Group Mail' , 'Convert to Lead,' or 'delete' 

I would really like the addition of a 'win' and 'lose' buttons so I can make a multi-selection of more than one deal and 'win' them (in our own scenario).

Damn site quicker than exporting/editing and re-importing records.  

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Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,489
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    CONSULTANT
    edited February 2022 #2

    There is an option to bulk update deal status to won/lost/open/delete.

    image

    Can you check with your Admin to enable the permissions for bulk updates?

  • Nancy Vamvakas
    Nancy Vamvakas Member Posts: 30
    First Comment
    edited July 2021 #3

    There is an option to bulk update deal status to won/lost/open/delete.

    image

    Can you check with your Admin to enable the permissions for bulk updates?

    Awesome! ... Thanks Amit!

    I had looked through the list of bulk edit fields several times ... but obviously not hard enough. 

    Problem solved. ... and many many hours saved!  

    Thank you.  ... You're Awesome! 😁👍💋💋💋