Bulk Edit Opportunities

You can bulk edit opportunities to make consistent changes across multiple opportunities.  

You can also make quick, high-level changes to an individual opportunity without opening the opportunity itself. 

To quickly edit an opportunity:

  1. Open your organization.
  2. Click Opportunities. Your organization's opportunities appear in a list.
  3. Select one or more opportunities to edit.
  4. Click Take Action.
    opportunities_edit_bulk