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Change status of multiple opportunit​ies

Status: Submitted for voting
by kleenseal on ‎03-08-2012 06:30 PM

We should be able to bulk change the status of opportunities with the replace data feature

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by Nickel Super Contributor jimdurkin on ‎03-09-2012 06:45 PM
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I have developed an add-on named Impact Opportunity List Plus which has this feature and many, many others.

 

To change the status of multiple opportunities follow these steps:

1) Install Opportunity List Plus from download

2) Go to the opportunity view and select multiple opportunities.

3) Click on the UPDATE icon on the top toolbar

4) Set your desired values such as 'Status = Won'

5) Click "update Now" button

 

Hope this helps

-- Jim Durkin

http://durkincomputing.com

 

Impact_Opportunity_Clear_Multiple.png

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