Using Bulk Actions with Contacts or Smart Lists, you can perform multiple one-off actions on your chosen contacts. Here’s how to Add/Update Opportunities for multiple contacts:
Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 01
Click "Contacts"
Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 02
Select the contact(s) that you wish to add/update opportunities.
Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 03
Click the "Pipeline Change" button.
Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 04
Click the "Select Pipeline" field.
Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 05
Select the pipeline you would like to add/update opportunities for.
Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 06
Click the "Select Stage" field.
Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 07
Select the stage you wish to add/update.
Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 08
Click the "Opportunity Name" field.
Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 09
Type the opportunity name you wish to add/update
Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 10
Click the "Opportunity Source" field.
Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 11
Type the opportunity source you wish to add/update.
Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 12
Click the "Lead value" field.
Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 13
Type the lead value you wish to add/update
Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 14
Click the "Opportunity Status" field.
Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 15
Select the opportunity status you wish to add/update.
Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 16
Click the "Action" field.
Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 17
Type a description for the action (to be shown in tracking report)
Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 18
Click "Add/Update Opportunity"
Bulk Actions - How To Add/Update Opportunities For Multiple Contacts - step 19
Click "Ok"
