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Take Control of Your Workflow with Bulk Edit Opportunities

Take Control of Your Workflow with Bulk Edit Opportunities

August 20, 20241 min read
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We're thrilled to introduce the Bulk Edit Opportunities feature in Smartfollowups CRM! This tool lets you update many opportunities at once, saving you time and effort in managing your sales pipeline. Now, instead of editing each opportunity one by one, you can make changes to multiple records in just a few clicks.

What's included?

  • Bulk Selection: Select multiple opportunities at once, either one by one or by selecting all at once.

  • Multi-Field Updates: You can update or clear fields like Pipeline Name, Stage, Owner, and even custom fields for many opportunities at the same time.

  • Pipeline Management: Easily move opportunities between pipelines without losing any important details.

  • Bulk Action Monitoring: Keep track of your bulk edits on the Bulk Actions page. See what changes were successful and if there were any errors.

How to Use It?

  1. Access List View: Go to Opportunities > List View.

  2. Select Opportunities: Choose the opportunities you want to edit, then click the Edit button at the top.

  3. Update Fields: Pick the fields you want to change and enter the new info.

  4. Apply Updates: Hit Confirm to save your changes.

  5. Monitor Progress: Check the Bulk Actions page to see how your edits went and spot any issues.

The Bulk Edit Opportunities feature is here to make your work easier. By allowing you to manage multiple opportunities at once, Smartfollowups CRM helps you keep your sales pipeline organized and up-to-date.

Try out the Bulk Edit Opportunities feature today and see how much time you can save with Smartfollowups CRM!

Are you ready to #automate?

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Bulk Edit OpportunitiesSmartfollowups CRMSales pipeline managementCRM feature updateOpportunity managementBulk actionsCRM Sales workflowCRM productivity toolsCustom field updatesSales process optimization
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CONTACT US

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Davao Del Sur, Philippines

444 Alaska Avenue

Suite #BSM225

Torrance, California 90503

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