Skip to main content

Bulk Edit Opportunities in Stack

The Bulk Edit Opportunities feature in Stack is designed to simplify your workflow by allowing you to update multiple fields across several opportunities at once. Here's how to use this feature effectively:

Steps to Bulk Edit Opportunities​

  1. Navigate to Opportunities

    • Go to the Opportunities section and switch to the List View.

  2. Select Opportunities

    • Choose the opportunities you want to edit by selecting multiple entries.
    • Click on the Edit button located at the top of the page.

  3. Update Fields

    • Select the fields you wish to update.
    • Enter the new information for these fields.

  4. Apply Updates

    • Click on Confirm to apply your changes.

  5. Monitor Progress

    • Visit the Bulk Actions page to track the progress of your updates.
    • Here, you can review successful updates and identify any errors that may have occurred.

By following these steps, you can efficiently manage and update your opportunities within Stack, saving you time and effort.