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global updates of opportunities

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New Member
Posts: 1
Country: United States
Accepted Solution

global updates of opportunities

I want to make a global change to change the status of a group of old opportunities--as determined by edited date--from open to inactive.  Is there an easy way to do this?

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Solution
Accepted by topic author vawomh
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: global updates of opportunities

No, this is not an option... you can edit the Estimated Close date for a set of ops, or delete them, but not edit other data.

 

You might post a request for this feature to be considered for a future version here - http://www.act.com/community/feature

Input from this web page goes directly into a database that management has direct access to read, and which they also track and gather statistics on.

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Solution
Accepted by topic author vawomh
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: global updates of opportunities

No, this is not an option... you can edit the Estimated Close date for a set of ops, or delete them, but not edit other data.

 

You might post a request for this feature to be considered for a future version here - http://www.act.com/community/feature

Input from this web page goes directly into a database that management has direct access to read, and which they also track and gather statistics on.