bulk change of deal stage type

SarahPercaelum
Member

Is it possible to do a bulk change of deal stage type?

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natsumimori
Community Manager

Thank you for your post @SarahPercaelum .

 

To bulk update the deal stage property, you can follow these steps:

  1. Check the box next to the deal records you want to edit (You can add filters to extract the deal records)
  2. Click [Edit]
    deal_stage.png
  3. Select "Deal stage" then select which deal stage you'd like to move to
    deal_stage.png
  4. [Update]

Or this process could be automated by using workflow: How to change the deal stage of multiple deals at once

 

Hope this helps!