06-29-2017 06:29 AM
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
06-29-2017 06:56 AM - edited 06-29-2017 06:57 AM
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
06-29-2017 07:14 AM
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
06-29-2017 07:59 AM
I see what you mean. I take it you have a number of processes.