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 orange "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.
Check out this article for more information on the available actions for deals.