How to Bulk Edit Opportunities in List View
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Join Tina as she walks you through the process of bulk editing opportunities within the List View. Learn how to efficiently update client-related data, including source, pipeline, stage, and value, to ensure accuracy and save time. This tutorial covers everything from selecting multiple opportunities to adjusting fields and confirming changes.
00:00 Introduction and Exciting Update
00:08 Why Bulk Editing is Important
00:38 Step-by-Step Guide to Bulk Editing
01:06 Advanced Editing Options
03:04 Tracking and Confirming Changes
03:55 Conclusion and Final Thoughts