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Unable To Change Mass Stages In Opportunities

New Member
Posts: 2
Country: United_Kingdom

Unable To Change Mass Stages In Opportunities

Does anyone know how to go about changing all stages within a lookup to another defined stage at once? Normally for mass changes I would select 'Edit' then 'Replace Field', however, the stage option does not appear. All assistance would be greatly appreciated

Bronze Elite Contributor
Posts: 1,430
Country: United_Kingdom

Re: Unable To Change Mass Stages In Opportunities

[ Edited ]

Not in ACT but there is a free add-on that then gives ACT this option. Not tried it myself but looks like it is what you are looking for.

 

Link here -

 

http://www.freeactaddons.com/free-addons/opportunity-updator

New Member
Posts: 2
Country: United_Kingdom

Re: Unable To Change Mass Stages In Opportunities

Thanks for this. I've had a look and it only allows you to change the stage and the process at the same time. I really need something that will only change the stage irrespective of the process

Bronze Elite Contributor
Posts: 1,430
Country: United_Kingdom

Re: Unable To Change Mass Stages In Opportunities

I see what you mean. I take it you have a number of processes.